Nvidia is discussed as the primary builder of AI chips that rely on HBM memory to function effectively.
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The creator discusses the critical role of High Bandwidth Memory (HBM) in AI infrastructure, arguing that m...
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The creator discusses the critical role of High Bandwidth Memory (HBM) in AI infrastructure, arguing that memory, not power, is the primary bottleneck for AI chips. He highlights Micron as a key player with a sold-out order book through 2026 and strong recent earnings, suggesting it is not too late to invest.
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SanDisk is mentioned in the context of whether it is too late to buy, but the creator focuses his analysis on Micron.
Micron is a key HBM supplier with a sold-out order book through 2026 and strong earnings, suggesting it is not too late to invest.
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MUbuy opened Jun 25, 2026
-19.71%