Alphasaurus Rex

Earlier Than You 🔎

[Alphasaurus Rex @Alphasaurus_Rex]

Memory is the biggest bottleneck in the AI supercycle

Every model, every datacenter, every chip needs more of it than the world can make

And the world cannot make it fast enough

Memory stocks are pumping because the smart money already figured this out

The supply shock isn't a blip, it's structural, and it's projected to last for years

Apple products going up

Gaming rigs going up

Electric cars going up

Anything with memory in it... going up

The shortage is coming whether you're positioned for it or not

Wall Street stacks Micron

We stack $MEMORY

FtQGJg99VAffniDWjfNm2DMSazCpvr73Ks3nE49Xpump

[Alphasaurus Rex @Alphasaurus_Rex]

Not GPUs. Not apps. Not AI software.

Memory.

[Teng Yan @tengyanAI]

I check the constraint heatmap on Tessara every day..
The tightest link in the AI buildout right now is still DRAM.

Not GPUs. Not apps. Not AI software.
Memory.

[Alphasaurus Rex @Alphasaurus_Rex]

"...and it seems we are in for a much longer shortage than the market believes."

$MEMORY

[Alex Corrino @AlexCorrino]

With Micron earnings last week absolutely smoking all estimates and putting up truly insane numbers, the timeline is once again asking if this is the top of the memory cycle.

I sat down to do the work, and it seems we are in for a much longer shortage than the market believes.

A few key numbers:
1. Token demand is projected to 24x by 2030.
2. HBM supply is projected to double by 2030.
3. HBM demand is projected to 5x by 2030.

There’s a massive structural supply/demand imbalance in the market, and it’s actually growing not shrinking.

Link to read the full free report below.

[Memory Report @MemoryReport]

A million-GPU cluster runs at 10 to 20% utilization because the GPUs are starving for data. Compute has raced ahead for a decade while memory bandwidth crawled, so the chips now burn most of every cycle waiting on HBM instead of doing math.

Those idle cycles are stranded capex, billions in silicon sitting dark.

You don’t fix that by buying more GPUs. You fix it by feeding the ones you already own.

The bottleneck was never compute.

It’s $memory.

That’s why memory is the AI trade, not a supplier to it.

[Alphasaurus Rex @Alphasaurus_Rex]

$Memory prices are sending consoles way higher

Hope you got yours sorted before GTA VI drops

[Minimap: Track your games @Minimap_global]

Here is the summary of all the console price increases so far

#ConsolePrice
Read the article - https://t.co/DmVWGstpcX

[Alphasaurus Rex @Alphasaurus_Rex]

@punk9059 Memory coin looks good here

[Leweegi @leweegi]

Erm… $memory coin is still only 45k

Mucho mucho higher

FtQGJg99VAffniDWjfNm2DMSazCpvr73Ks3nE49Xpump

[Leweegi @leweegi]

If you remember me for like 6 months yelling about the RAM and memory crisis then I need not say much more

If not get ready for more yelling. Read this and position in the memory supercycle

$memory
$RAM

[Ghost👤 @0xGhos7]

weak hands simply filtering out and being replaced with people that understand the power this narrative holds

imagine ramcoin on peptides, thats $Memory

[Alphasaurus Rex @Alphasaurus_Rex]

@dezpill @clarity_proto @BioProtocol If you like peptide coins you're missing these gems

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$RETArdutide
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$bio/acc
CLP3exiqE8drZSzwhPas257cTh1evzq6nr7i1Xwvpump

[Alphasaurus Rex @Alphasaurus_Rex]

@watchingmarkets $BIOHACKING is becoming a massive trend

[Alphasaurus Rex @Alphasaurus_Rex]

We got a winner here

[Alphasaurus Rex @Alphasaurus_Rex]

You big into showing your work?

Here's how the $LAD community racked up over 165K views X in 2 days

This proves how viral and flexible this meme is

Thread below are all the tweet links

Don't even joke, theriously

TG Stickers: https://t.co/7qsUzBuzwE

CA: 62Tx3QaLjD6ox8h32BpNA9voQqB8YHTBihSTXAUfpump

Site with lad meme generator: https://t.co/EcPmK2RS6B

[Alphasaurus Rex @Alphasaurus_Rex]

8.5K

https://t.co/animh9CVhs

[Arealshortstory @arealdumbstory]

@Vada_Fly