Скачать или смотреть Why Memory Companies Will Never Be the Same Again

Why Memory Companies Will Never Be the Same Again

Everyone's asking "when does the memory cycle turn?" — but what if that's the wrong question entirely?

Micron isn't just riding an AI wave. The entire architecture of computing is being rebuilt around memory, and Wall Street is still pricing this like the old boom-bust days. In 2023, Micron posted a $5.8 billion loss. Today? Record revenues, 57% gross margins, and HBM sold out through 2026.

In this deep dive, I break down the hidden fundamental behind Micron — why HBM has transformed memory from a commodity you buy into infrastructure you depend on, like oxygen for AI data centers.

📊 What You'll Learn:
• How memory shifted from "system component" to "strategic asset" — and what that means for pricing power
• The "memory wall" problem: GPU compute grew 60,000x while memory only grew 100x
• Why only 3 companies control the oxygen supply for the entire AI industry
• The signals to watch that confirm (or break) this thesis

🔑 Topics Covered:
Micron stock, MU stock analysis, Micron Technology, HBM memory, High Bandwidth Memory, AI memory stocks, DRAM stocks, memory semiconductor, SK Hynix, Samsung memory, Nvidia HBM, memory wall, AI infrastructure, AI data center, semiconductor investing, memory cycle, DRAM pricing, HBM4, memory bottleneck, AI chips, GPU memory, 2026 investing, semiconductor stocks, Jensen Huang, Nvidia Rubin, memory supercycle

📈 Company Info:
• Ticker: MU (NASDAQ)
• Market Cap: ~$375B
• Q1 FY2026 Revenue: $13.6B (+57% YoY)
• Gross Margin: 56.8% (Q2 guidance: 68%)
• HBM Supply: Sold out through 2026, 40% CAGR to $100B TAM by 2028

🔗 Resources:
• Micron Investor Relations: https://investors.micron.com/

⚠️ Disclaimer: This video is for educational and entertainment purposes only. This is NOT financial advice. I am not a financial advisor. I may hold positions in securities discussed. Always do your own research and consult a licensed financial professional before making any investment decisions. Past performance does not guarantee future results.

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🚀 About Me:
I'm a developer and long-term investor exploring the AI era — digging beneath the surface to find what actually matters while everyone else debates the obvious.

🔗 Connect With Me:
• Discord:   / discord  
• Twitter/X: https://x.com/michael_lu_03
• Instagram: @michael_lu03
• Email: [email protected]
• My AI Products: https://aitakeaway.net/

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💬 Do you think memory has fundamentally changed, or is this just another cycle that will eventually crash? Drop your take in the comments.

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