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.

@StockSavvyShay @fiscal_ai 74% margins are out of this world. Scarcity drives margins..

@StockSavvyShay @fiscal_ai Cycles look different when constraints shift. This isn’t just demand. It’s a structural bottleneck redefining how value is priced.

@StockSavvyShay @fiscal_ai wild shift from unit-driven cycles to capacity limits, hbm at ~5x really signals pricing power. how long do you think capacity stays tight before supply catches up and compresses margins? 🤔

This is why Micron aint just a chip company anymore. HBM sells at 5x regular DRAM and hyperscalers just pay it — no negotiation. Cuz leaving GPU clusters idle costs more than the memory itself. Havent seen pricing power like this from hardware in years. $16B operating profit. One quarter. Think about that.

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@StockSavvyShay @fiscal_ai Feels like multiple cycles colliding right now

@StockSavvyShay @fiscal_ai Respectfully, no it’s not. It’s literally the exact same setup. Doesn’t mean it’s over, but peak earnings is a real thing.

The pricing power story is the key difference. Previous memory cycles were volume plays that commoditized quickly. This one has structural scarcity baked in because hyperscalers literally cannot afford GPU cluster downtime waiting for HBM supply. SK Group warned the memory chip shortage could run until 2030. That gives Micron years of pricing leverage, not quarters.

@StockSavvyShay @fiscal_ai @StockSavvyShay Would you be a buyer at these levels?

@StockSavvyShay @fiscal_ai Every cycle gets called different right before someone realizes capacity constraints can flip into overbuild real fast

@StockSavvyShay @fiscal_ai So it's a HOLD BUY or SELL at the moment ???

@StockSavvyShay @fiscal_ai Exactly. This isn't the old MU boom-bust DRAM rodeo. HBM at 5x ASPs + insatiable hyperscaler demand = structural profit explosion. $16B op profit in one quarter isn't a peak—it's the new baseline for the AI era. Buckle up. 🚀 $MU

@StockSavvyShay @fiscal_ai Mate, this is the perfect storm of demand and scarcity. Those $16B op profits aren't just a fluke!

@StockSavvyShay @fiscal_ai when leaving H100s idle costs more than the memory itself, 5x ASP premium is basically a rounding error lol

@StockSavvyShay @fiscal_ai 👍

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@StockSavvyShay @fiscal_ai The easy money is over

@StockSavvyShay @fiscal_ai Lower it goes the more I buy lol

@StockSavvyShay @fiscal_ai Delivering $16.12B in operating income in a single quarter (Q2 2026) is staggering. It reflects a market where hyperscalers have moved from "price-sensitive" to "supply-obsessed," effectively underwriting Micron’s margins to avoid GPU underutilization.

@StockSavvyShay @fiscal_ai I’ll keep buying this until it breaks $1000

@StockSavvyShay @fiscal_ai My strategy plan. ⬇️Show more

@StockSavvyShay @fiscal_ai V

@StockSavvyShay @fiscal_ai Here is the analysis! $MU ⤵️Show more