Yogesh

🚀 Tech Enthusiast & Growth Investor, Working @ Meta (London)
Sharing insights on AI, semiconductors, data centers & emerging markets, Ex-Dell | Infra ,#AI

[Yogesh @ysobale]

The AI Memory Supercycle Is Here. After decades in silicon design and systems architecture, I've seen plenty of cycles—but this AI-driven shift in DRAM and NAND is structural, not transitory. AI accelerators demand exponentially more bandwidth and capacity; HBM is now the bottleneck for throughput in training and inference. $MU sits squarely in the sweet spot, with forward P/E around 9x despite record revenues and margins pushing 57%. 1/4

[Yogesh @ysobale]

Bottom line: Memory has evolved from commodity to mission-critical AI infrastructure. Micron's CEO nailed it
"Memory is at the heart of the AI revolution."
At these valuations—with explosive growth locked in—this is a rare alignment of fundamentals and secular tailwinds. Thoughts from the community? $MU #MemorySupercycle
4/4

[Yogesh @ysobale]

The AI Memory Supercycle Is Here. After decades in silicon design and systems architecture, I've seen plenty of cycles—but this AI-driven shift in DRAM and NAND is structural, not transitory. AI accelerators demand exponentially more bandwidth and capacity; HBM is now the bottleneck for throughput in training and inference. $MU sits squarely in the sweet spot, with forward P/E around 9x despite record revenues and margins pushing 57%. 1/4

[Yogesh @ysobale]

The perennial bear argument—"memory is cyclical"—misses the point this time. Micron's entire 2026 HBM capacity (including HBM4) is already sold out under long-term agreements. They're ramping CapEx to $20B for FY26 to expand advanced nodes, yet demand outstrips even aggressive builds. Pricing power is firmly with suppliers; DRAM contract prices could rise another 50% this quarter alone. Hard to time a downturn when visibility shows tightness persisting well beyond 2026. 3/4

[Yogesh @ysobale]

@VTGCapital @REDBOXINDIA Rajesh ji
We need fact checking handles like political news systems have. Let’s add community notes.

[Yogesh @ysobale]

@REDBOXINDIA @PIBFactCheck Can you please confirm this authenticity of the news ?
There is no notification from MNRE today - https://t.co/1IHtYJW0Sm

[Yogesh @ysobale]

@REDBOXINDIA @REDBOXINDIA Can you provide the source of the information ?

[Yogesh @ysobale]

@PawanKChandana @GoenkaPk @INSPACeIND @SkyrootA Heartiest congratulations! Wishing you all the best.

[Yogesh @ysobale]

@defenceglobe What are artillery shell companies?

[Yogesh @ysobale]

@agrawalmohit12 UK Govt should be proactive to use this opportunity to attract big techs

[Yogesh @ysobale]

@Alchemist1320 That's why SEBI took more time to ban.

This is exact time period where most of the pro-option players were out of business.

Going forward SEBI need to work even harder to prove these cases where different legal entities co-ordinate for price manipulation.

[Yogesh @ysobale]

@sachprat07 @dipashrisobale

[Yogesh @ysobale]

@IndianSinghh Report this profile https://t.co/N5GPx5nowx

[Ajay Kamath @ajay43]

The farther away from the danger zone, the louder the calls for war….

[Yogesh @ysobale]

@SriniVega @Nithin0dha Hi Srinivas
How is your experience with IBKR for nri ?

[Yogesh @ysobale]

@Finstor85 Ameya, I can vouch that this is happening much faster pace than we all are anticipating.

[Yogesh @ysobale]

@StockSavvyShay What is link to your subscription model ?

[Yogesh @ysobale]

@MeAmitMishra Amit,
which unlisted platform has this?
Thanks

[Yogesh @ysobale]

@devenmehta14 @Finstor85 very true @devenmehta14

[Yogesh @ysobale]

@AbhijitChavda Sir ,
We can not say inaction of Govt. They always have more data and resources than common public. why we should interpret that Govt of India has not taken any action ?

[Yogesh @ysobale]

@AI_Feb21 I have some view PLTR