
Started a position in $MU. The market is underestimating the need for memory in the next few years because of AI. To add to that the margin profile of this "commoditized industry" might look a lot different in the following years.
Fund Prophet
421 posts


Started a position in $MU. The market is underestimating the need for memory in the next few years because of AI. To add to that the margin profile of this "commoditized industry" might look a lot different in the following years.










If Americans don't want data centers, reindustrialization will be impossible. Data centers have - No truck/car traffic - No toxic chemicals - No noxious odors - Minimal noise - No pollution It's better for residents than almost every factory. I understand that they use power and water, but factories do too. Peoples' minds need to change because these data centers will be essential to productivity going forward.




Grok 4.3 is 500B, burns compute like a 2T and performs like a 300B. Insane

