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