Micron(MU), AI 인프라 핵심주가 될까? 🤔

>becoming

idk if it's the LLM that's moronic or OP, but either way this is so dumb

I would say Micron is a good AI play because AI chips need lots of memory, but the stock's already gone up a lot and it's still a cyclical business, so it might be smarter to buy slowly over time or wait for a dip instead of going all in now. Just what I think tho

10x since last summer, bro

I have $1000 MU calls and $60 DRAM calls for 2027. I'm in a dilemma now whether to roll over the DRAM to 70c strike now 🤔

Google, Amazon, etc have made ASICS like TPU and Tranium.... They did this to reduce costs associated with Nvidia charging essentially whatever they want. So while memory is different.. do not discount Ai companies doing everything they can to make models that are more memory efficient... Here is a quote I recently read.

"AI companies are actively redesigning models to bypass or minimize the use of expensive High Bandwidth Memory. Because HBM accounts for nearly half the production cost of an AI chip, reducing this dependency is a major priority"


Is this actually possible? I doubt its 100% possible.. but just like ASICS are being used more and more.. who knows what is coming next as far as optimizing for less expensive HBM being used.

HBM packaging yields are notoriously low (often under 60%), which is why the margins look so high right now. The real bottleneck is not just wafer capacity, but the advanced packaging and stacking yield itself. Once TSMC and SK Hynix optimize the 12-high and 16-high stack yields, supply will catch up fast. Are you tracking the packaging yield improvements, or are you just looking at the aggregate revenue guidance?

There won't be a pullback for a while. Get in where you can