

Ryan Johnson
7.4K posts

@TrenchLife_RGHS
Husband to a wonderful wife. Father of five kids and one grandchild. District Safety Officer @RGSDschools DC/DL Coach @RGHSRamsFB #ViewTime #NewEra #BeFreaks







This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.

No, it’s a crime This is delusional








