$MU $SNDK $SKHY $DRAM. You are gonna feel pretty stupid if you read this and do not act on it. I was in $MU at $98 and $SNDK at $208 because I could see what is coming. Will it 10x from here? Idk, but very easy to see another 3-4x in next year. The math is very easy and “the
Semiconductor Insider@SemiconductorsXRobot DRAM demand is projected to rise more than 20 times by 2030. The per-unit content only doubles. The rest is the number of robots.
As per Counterpoint: total humanoid DRAM demand goes from about 8,300 terabits this year to about 172,000 terabits in 2030. Average DRAM per
