koolgal
08-26 15:45

🌟🌟🌟The memory sector is experiencing explosive HBM demand driven by AI accelerators like $NVIDIA(NVDA)$ Blackwell & Vera Rubin architecture.  Fully allocated HBM supply through 2026.  This means every chip is sold before it is made.

This is not a normal DRAM cycle.  This is a capacity constrained AI driven supercycle.

Is the historic boom still cheap?

$Micron Technology(MU)$ Q3 revenue guidance is USD33.5 billion, a single quarter exceeding entire prior fiscal years.

HBM is no longer a component.  It is the backbone of AI. Supply is locked, demand is high and the supercycle is writing its first chapters.

Is it cheap? Yes as this is just the start of the AI revolution.

@Tiger_comments @TigerStars @Tiger_SG

# The boss asked me to issue coins

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1οΌ‰

  • Top
  • Latest
  • OwenBess
    Β·08-26 17:33
    HBM being sold out is bullish, but Micron still has to prove it can ramp cleanly into Blackwell demand. One delivery hiccup and that supercycle story looks way less cheap
    Reply
    Report