Innlegg

The memory thesis for 2026–2027 still looks compelling. 📈 Even after Nvidia’s earnings, the core view hasn’t changed: high-end memory demand remains structural, and tight supply could translate into stronger operating income for major memory players such as $MU and Samsung. Nvidia’s reported backlog commitments rising from $119B to $279B, alongside management highlighting “extreme pricing conditions in memory,” reinforces the idea that memory is becoming a critical bottleneck in