Outlier Capital
@outliercapx
The Founder.
Asymmetric stocks. Generational wealth.
Portfolio target: 5x+ returns in 5 years.
Join 4K+ readers → Full portfolio + Theses, link.
가입 April 2026
144 팔로잉 중 9.1K 팬
You know what’s about to happen to AI Infrastructure stocks today, right?
$SKHY just printed one of the most insane quarters in memory history:
• Revenue $78.9B (+328% YoY).
• Operating profit $62.8B (+632% YoY).
• 80% operating margin (record).
• HBM4 already overtaking HBM3E in Q4.
• 5-year LTAs with major CSPs locking >50% of 2027-28 capacity.
Memory demand is set to outpace supply through 2030.
This isn’t a memory cycle.
This is a STRUCTURAL physical bottleneck of the AI supercycle.
더 보기
