白夜s

杭州 奶狗脸s 矮 矮 矮 重要的事说三次

[Melvin @MelvinInvests]

Micron is going to $4,000 and this exactly why (Save this).

Hyperscaler Capex, the combined spending of Amazon, Google, Meta, Microsoft and Oracle was $261 billion in 2024 and it hit $449 billion in 2025.

Morgan Stanley now expects $805 billion in 2026 and $1.1 trillion in 2027.

Memory consistently runs at 35–48% of that total hardware spend, apply that range to Morgan Stanley's numbers and you get somewhere between $280 billion and $530 billion flowing into memory stocks over the next two years alone.

That is the market Micron is selling into right now and the company just reported $41.5 billion in revenue in a single quarter with 85% gross margins.

But data centers are only the first wave.

L2+ vehicles, cars with meaningful driver assistance carry over five times the memory of a standard car and that mix is doubling to over 20% of all vehicles sold this year, and Micron expects it to hit 40% by 2030.

Autonomous vehicles will require over 300 gigabytes of DRAM per car, an 18x increase in memory content per unit, applied across tens of millions of cars a year.

The third wave is the one that makes automotive look small, humanoid robots.

A humanoid robot carries 10 times the memory of an average L2 vehicle.

Tesla, Figure, and a growing list of US robotics companies are still in the very early stages while China is already scaling humanoid production fast.

When the US robotics boom arrives and it will, the memory requirement per unit is orders of magnitude larger than anything that has come before.

The one risk worth naming is if the hyperscalers signal a pause in spending in 2027, that puts real pressure on the thesis.

But Morgan Stanley has raised their capex forecast by $630 billion in six months alone.

The data center boom is already here,the car boom is arriving and the robotics boom hasn't started yet.

Micron is the only US-based company that can supply all three.

Follow me @MelvinInvests for more AI, semis and the next big market themes.

[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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[白夜s @kiper734]

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