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🚨 $MU Huge News for the Memory Industry Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0. For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed. It has begun

Vivek Arya / BOFA GS on Credo $CRDO

Jensen Huang $NVDA: The software industry in the future will be much larger than the software industry of today

Warren Buffett: “I think it's crazy to take a job or work with people who cause your stomach to churn and keep you up at night. If you're in a job like that, think about changing.” “Working with people you don't like in business is really like marrying for money. It's probably a bad idea under any circumstance, but it's crazy if you're already rich.”

$NVDA just made a MASSIVE $4B bet on photonics. So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors. From scale across to scale up with CPO, this is THE photonics interview to watch. $AAOI $TSEM $LITE $COHR $CIEN