EdwarDiGi

Déjà vu. Mining stocks breaking out again after a 25% correction. Secular bull markets don’t move in a straight line — they come with multiple pullbacks. Stay focused on the bigger picture, or volatility will shake you out. tavicosta.substack.com/p/gold-time-to…

Micron's management presented an interesting view at their NDR with Cantor. The key insight: the market is no longer focused on pricing on a per-bit basis as in the past, but rather on a per-bandwidth basis. In other words, while price-per-bit may rise in 2026, price-per-bandwidth will decline. This is a remarkably interesting view. Historically, the memory industry has largely been viewed through this lens: - How many bits of memory chips were sold - Whether price-per-bit went up or down - When supply increases, bit pricing falls, and margins eventually collapse But in the AI era, as products like HBM have become critical, what customers are buying is no longer simple storage capacity — it's "how fast can data be processed," i.e., bandwidth. For example, whereas in the past the question was "what's the capacity of this memory?", today it has shifted to "how much data per second can this system feed to the GPU?" — or so Micron's management argues. This is especially true in today's AI infrastructure, where the latter matters far more. Memory vendors are therefore being reframed — from simply selling bits to selling units of performance that enable high-performance computing. So what does it mean when price-per-bit rises but price-per-bandwidth falls? The essence is this: - Even though it may look like customers are paying more, - They are actually getting higher performance and more bandwidth, - So price-per-performance can actually improve. In other words, memory vendors can raise ASPs, and from the customer's perspective, it's not a rip-off — it can be perceived as an improvement in price-performance. Why does this structure matter? Because even as memory companies raise prices, the magnitude of bandwidth improvement is larger, creating a logical framework where memory price hikes don't face customer pushback. In effect, memory is now being evaluated on a TCO basis. To sum it up in one line: HBM and AI DRAM are no longer a simple bit-supply business — they are becoming an integral part of GPU system performance. That's why pricing power is strengthening, and the "normal range" of margins itself could structurally shift higher versus the past.

$MU | 𝐌𝐢𝐜𝐫𝐨𝐧: Cantor reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, 𝐏𝐓 $𝟕𝟎𝟎 Analyst sees AI-driven memory demand and multi-year upcycle, calling Micron a top pick despite market skepticism.

🚨BREAKING: Because of the oil price crisis and the situation in the Strait of Hormuz, Austria has decided to open its only nuclear power plant in Zwentendorf on the Danube, which was completed in 1978 but never connected to the grid due to a negative referendum the same year. ⬇️

CNN Confirms Pakistan want China as guarantor so a deal between Iran/US is stable Iran is happy with Chinese role as well Turkey -Saudia - Egypt want this to end Next 4-5 days are crucial

Unbelievable and scary. Oracle is laying off almost 50% of its staff in India. 12K yesterday and more to come.

@tessara_ai @jhillmd 🤯 can you please check the first paragraph?

$MU DDR5 prices dropped 30% on the back of Google's TurboQuant efficiency gains. Software is compressing per-workload memory demand faster than hardware shipments can absorb it, and that erosion is hitting Micron's standard memory revenue now. If HBM3E yields hold and pricing stays 40% above DDR5 through Q4 2026, that premium offsets the standard memory bleed. If AI server lead times fall below 12 weeks by June 30, 2026, it signals procurement cycle peak and the HBM cushion shrinks fast. The resolution is HBM3E output and yield confirmation across the remainder of FY2026.

$BKSY BlackSky CEO: International demand for Gen-3 35cm resolution imagery is “going gangbusters;" directly attributed to sovereign MoD demand stemming from the war in Iran and the recent Venezuela operation.

They keep telling me this rally in energy isn't sustainable. Really? It looks like to me like the party is just getting started.

South Korea's President on energy crisis: 'It’s a situation so serious that even I can’t sleep. South Korea needs to transition to renewable energy quickly. If we rely on fossil energy, the future will be extremely risky.' donga.com/news/Politics/…

SCOOP: WH senior staff and admin officials are discussing the possibility that oil prices climb to a record $150 or more per barrel. Treasury Dept. thinks it's likely prices will remain above $100/barrel for some time, but the admin sees that number as “a baseline,” and isn’t ruling out the possibility of prices rising as high as $200/barrel. w/ @scottpwaldman and @EliStokols. Full story: politico.com/news/2026/03/3…

Ask yourself… What would you rather own at this juncture: Latin America or US stocks? Latam is entering one of the most important cycles in its history, in my view. I couldn’t be more excited to be deeply involved as an investor in this region. tavicosta.substack.com/p/latin-americ…

Well…

Wow DRAM prices keep rising, expecting ~60% Q/Q in Q2 2026 Yes Q/Q not Y/Y $MU

AST SPACEMOBILE HIRES LAUNCH DIRECTOR Bryan Aull joins the company with an impressive CV, with stints at Blue Origin and Lockheed Martin 🚀 $ASTS $LMT

@RZimmt @lrozen China is smart

The question is whether China is willing to provide the guarantees that Iran is seeking to ensure it will not be attacked again, and whether Iran would be willing to settle for a Chinese guarantee as a substitute for one from the U.S., which it is unlikely to receive.

@OptionsMir TBH a ceo renouncing to bonus and salary is often before bad news

@EdwardDiGi i’ll post it once i confirm it’s actually what it appears to be

seeing the oddest activity on $RKLB

@M12RUS @cirnosad They blocked weapons transfer flights I guess

Despite France denying entry to US aircraft heading to the war with Iran, this KC-135 is about to enter French airspace

@Osint613 Everyone is going to love China in 2 years

BREAKING 🔴 According to President Trump, other countries will be forced to open the Hormuz. Apparently, Trump has decided not pursue opening it, but leave it for the Gulf and European countries.