🌟🌟🌟The memory sector is exp

🌟🌟🌟The memory sector is experiencing explosive HBM demand driven by AI accelerators like $NVIDIA(NVDA)$ Blackwell & Vera Rubin architecture. Fully allocated HBM supply through 2026. This means every chip is sold before it is made.

This is not a normal DRAM cycle. This is a capacity constrained AI driven supercycle.

Is the historic boom still cheap?

$Micron Technology(MU)$ Q3 revenue guidance is USD33.5 billion, a single quarter exceeding entire prior fiscal years.

HBM is no longer a component. It is the backbone of AI. Supply is locked, demand is high and the supercycle is writing its first chapters.

Is it cheap? Yes as this is just the start of the AI revolution.

@Tiger_comments @TigerStars @Tiger_SG

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

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Comments

OwenBess
08-26 17:33
OwenBess
HBM being sold out is bullish, but Micron still has to prove it can ramp cleanly into Blackwell demand. One delivery hiccup and that supercycle story looks way less cheap

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762"}],"title":"","html":"<html><head></head><body>🌟🌟🌟The memory sector is experiencing explosive HBM demand driven by AI accelerators like <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>Blackwell &amp; Vera Rubin architecture.&nbsp; Fully allocated HBM supply through 2026.&nbsp; This means every chip is sold before it is made.\n\nThis is not a normal DRAM cycle.&nbsp; This is a capacity constrained AI driven supercycle.\nIs the historic boom still cheap?\n<a href=\"https://ttm.financial/S/MU\"> </a><a href=\"https://ttm.financial/S/MU\">$Micron</a><a href=\"https://ttm.financial/S/MU\"> Technology(MU)$ </a>Q3 revenue guidance is USD33.5 billion, a single quarter exceeding entire prior fiscal years.\nHBM is no longer a component.&nbsp; It is the backbone of AI. Supply is locked, demand is high and the supercycle is writing its first chapters.\nIs it cheap? Yes as this is just the start of the AI revolution.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟The memory sector is experiencing explosive HBM demand driven by AI accelerators like <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>Blackwell &amp; Vera Rubin architecture.&nbsp; Fully allocated HBM supply through 2026.&nbsp; This means every chip is sold before it is made.\n\nThis is not a normal DRAM cycle.&nbsp; This is a capacity constrained AI driven supercycle.\nIs the historic boom still cheap?\n<a href=\"https://ttm.financial/S/MU\"> </a><a href=\"https://ttm.financial/S/MU\">$Micron</a><a href=\"https://ttm.financial/S/MU\"> Technology(MU)$ </a>Q3 revenue guidance is USD33.5 billion, a single quarter exceeding entire prior fiscal years.\nHBM is no longer a component.&nbsp; It is the backbone of AI. Supply is locked, demand is high and the supercycle is writing its first chapters.\nIs it cheap? Yes as this is just the start of the AI revolution.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762\"></t-t></body></html>","text":"🌟🌟🌟The memory sector is experiencing explosive HBM demand driven by AI accelerators like $NVIDIA(NVDA)$ Blackwell & Vera Rubin architecture. Fully allocated HBM supply through 2026. This means every chip is sold before it is made. This is not a normal DRAM cycle. This is a capacity constrained AI driven supercycle. Is the historic boom still cheap? $Micron Technology(MU)$ Q3 revenue guidance is USD33.5 billion, a single quarter exceeding entire prior fiscal years. HBM is no longer a component. 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