Ehrmantraut Capital@EhrmantrautCap_JP Morgan calls for a re-rating in memory stocks: - The memory S/D inbalance is deepening - Rising AI/hyperscalers CAPEX - Rising HBM content per AI accelerator - HBM/DRAM wafer tradeoff becoming steeper with HBM4E consuming 4x more wafers per bit than DRAM - SCA/lTA framework
Chill Banker@ChillBankingJP Morgan calls for a re-rating in memory stocks on “business model transformation” with “unprecedented forward visibility” “The setup for memory is meaningfully stronger than 90 days ago, with the structural S-D imbalance deepening and business model transformation gaining
