Locator: 49791ARCHIVES.
Micron: link here. I highly recommend this AI prompt:
Tech. Insider's talk. Curious. A very respected/knowledgeable tech analyst says, "I don't think people realize how bullish the Nvidia + Groq deal was for Micron." That analyst suggested that the AI cycle is currently memory constrained. What are your thoughts regarding Nvidia + Groq?
Then after an hour's worth of discussion, the epiphany: the current "moat" for hyperscalers. The moat for hyperscalers (Nvidia) and consumer electronics (Apple) is NOT capital, talent, and not even design. The moat is something entirely different -- I'll post on x.
Bottom line: without memory, compute is worthless. That's not me saying that -- that is a direct quote from ChatGPT.
AMD: link here.
AVGO: link here.
MSFT: link here.
Know what caught my attention? Answer: "3.3GW." The bar has been set at 2GW. If Microsoft does get to 3.3, that sets a new bar.
