SK hynix is forecasting an even longer shortage than Micron, indicating sustained demand in the memory market.
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The creator discusses Nvidia's strong earnings beat and impressive guidance, highlighting their significant...
Aug 27, 2026
The creator discusses Nvidia's strong earnings beat and impressive guidance, highlighting their significant revenue and EPS growth. They also touch on the broader AI chip demand, mentioning Micron's extended supply relief timeline and SK Hynix/Samsung's long-term shortage forecasts, which supports their continued bullish stance on Micron despite its large portfolio weight.
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The creator remains long on Micron, citing the company's significant portfolio weight and the broader industry demand trends, including extended supply relief timelines and strong commitments from hyperscalers.
Nvidia reported a strong earnings beat with significant year-over-year growth in revenue and EPS, and provided robust guidance for the next quarter and fiscal year, indicating continued demand.
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MUbuy opened Aug 27, 2026
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