Idaho Native Nate 🟢

Electrical Engineer - Avid Idahoan outdoors lover/skier/mt biker/runner/gardener/programmer/semiconductor speed demon/security engineer/volunteer/etc.

[TipRanks @TipRanks]

Micron $MU price target raised to $1,870 from $530 at Phillip Securities

Phillip Securities raised the firm's price target on Micron to $1,870 from $530 and keeps a Buy rating on the shares post the earnings report.

The industry memory shortage is expected to last beyond 2027, the analyst tells investors in a research note.

The firm believes Micron can secure more agreements with existing and new customers over the coming quarters.

[Shay Boloor @StockSavvyShay]

Deutsche Bank’s DRAM model shows demand running above supply every year through 2030.

The key driver is HBM which consumes far more wafer capacity per bit than standard DRAM.

As HBM climbs from 18% to 35% of total capacity, it tightens both HBM and standard DRAM markets at once even as $MU, Samsung and SK Hynix scale.

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr At&t has always blown. Tmobile tether is almost always better... it's just annoying that Rivian uploads videos to cloud over the tether...

[Idaho Native Nate 🟢 @NathanielMeier]

@Michael_L_Rauch @Tesla Vision through crappy cameras isn't enough... lidar +1

[Idaho Native Nate 🟢 @NathanielMeier]

@Hilbe Battery sucked. Better tech is out there and coming. (Plus @Rivian couldn't get the BMS working that well... not sure if it was the pack or poor software tuning)

[Idaho Native Nate 🟢 @NathanielMeier]

If this is true... this is a dumb decision. FM radio is a few dollars and enables tunes/news in the wilderness. Clear example of poser move focused on City driving...

@RJScaringe, @WassymBensaid
@Rivian

Source: Carscoops https://t.co/T3HoAVNn5c

[Idaho Native Nate 🟢 @NathanielMeier]

Having used @Rivian's voice control with the free trial, I can easily say the only thing that works well is getting an address to the navigation. Everything else is a mess. Kid, noise, etc. Give me some customizable physical buttons @WassymBensaid!
https://t.co/sZ6ihyexQ6

[Idaho Native Nate 🟢 @NathanielMeier]

@ChadMoran @VoltPilotDan It says... Error should have gotten a Garmin. 😆

Bluetooth is still a hot mess in the R1S. Now I have to put the phone on the "heater" just to drive. It has UWB and somehow its now worse with more recent updates...

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr Would be much better if @Rivian partnered with @TMobile. Att wireless services are worst in class.

@RJScaringe @WassymBensaid

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr @mdpack A lot of owners bought the wrong vehicle for their needs. 😆

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr This is a pretty confusing mix... adventure vehicle with no 20in AT tires?

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr @WassymBensaid Honestly not sold on hands free. It's slow and buggy. One point that works well is getting directions... but a local voice to text+ model would be faster (and nearly free). I don't use my car to do ai... that's what a phone is for. I use a car for driving! @WassymBensaid

[Idaho Native Nate 🟢 @NathanielMeier]

@RivianTrackr Given how poorly the interface is working, I'm not surprised. One prompt, works great... next says can't access... next works fine. So bumpy... they shouldn't have demoed it in this state. No integration with current settings and faster to use the screen...@WassymBensaid

[Idaho Native Nate 🟢 @NathanielMeier]

@ChadMoran Sidenote... I expect Macs to jump in price significantly in next years as they no longer have DRAM pricing power. They've been charging 4x for upgrades they buy from vendors for 1x. Pricing is inverting. Now only small memory is cheap... unless they pony up, performance ⬇️.

[Idaho Native Nate 🟢 @NathanielMeier]

@ChadMoran Depends on the day and use/purpose... Mac is a lot of hype. WSL works fine.

[Idaho Native Nate 🟢 @NathanielMeier]

@ChadMoran @RivianTrackr

No going to lie, apps are way better when not teathered to phone... and where att actually has signal... but really, don't care about apps in the car much. Bluetooth works fine. Ai voice crap is more annoying than useful-I'd give it up for 5 buttons.

[Jose | RivianTrackr @RivianTrackr]

That's fair and I don't totally disagree. Rivian ships it, Rivian owns it, and "the vendor did it" isn't an excuse an owner should have to care about. The integration carrying Rivian's name in the UI means the buck stops with them on the experience.

Where I'd push back a little is that some of these fixes genuinely require the partner to move, and Rivian can't rewrite how Apple Music behaves on their end. They can pressure, they can prioritize, but they can't force it. Doesn't excuse shipping something half baked, but it does explain why certain bugs sit around longer than anyone wants.

Maybe RJ needs to call Tim.

[Vaibhav Sisinty @VaibhavSisinty]

Here's the Github Link: https://t.co/FDAdd4lPZQ

Attached the image of output after running WhichLLM

[Pirat_Nation 🔴 @Pirat_Nation]

Micron says shortages in HBM, DRAM, and NAND could continue well beyond 2026. Demand for AI hardware is growing far faster than production capacity can expand.

Several technical factors are driving the bottleneck:

>Newer HBM generations use much larger die sizes, which reduces the number of usable chips per wafer.
>Performance gains between memory generations are slowing, so capacity scaling is becoming less efficient.
>Advanced DRAM manufacturing increasingly depends on EUV lithography, which is expensive and slower to ramp at scale.
>HBM production also consumes disproportionate wafer capacity compared with standard DDR memory, squeezing broader DRAM availability.

These pressures are spreading across the tech industry. AI companies and cloud providers keep locking in memory supplies early

[Idaho Native Nate 🟢 @NathanielMeier]

It was on early gen2 r1s vins... ask me how I know... 🤔

[CajunCybertruck @CajunCybertruck]

@Hilbe This isn’t just a rivian issue. But that sucks man.

[Idaho Native Nate 🟢 @NathanielMeier]

@Hilbe I took it in and requested they fix the belt which didn't retract (same side as yours), fix interior door damage, and comp me roof rails for the dents in the door frame. Still annoyed, but kids are going to dent things anyways...