$MU $DRAM $SNDK The five typical misjudgments that popped up on Twitter today, break them down one by one.

Type 1: Thinking that iPhone and consumers are driving this bull run.
It has nothing to do with consumers. It has nothing to do with iPhone either. Not a single bit.
This is purely an AI data center infrastructure cycle. If you get the source of demand wrong, every step afterward will be miscalculated.
Type 2: Still chanting that DeepSeek will kill memory demand.
DeepSeek improved algorithm efficiency, but the efficiency improvement didn't kill demand; instead, it opened up larger application scenarios, and every new scenario is consuming memory.
Saying DeepSeek will lead to a memory glut is like saying "the better the road, the fewer road builders."
The reality is exactly the opposite.
Type 3: Fantasizing that Trump will let Chinese memory into the U.S. supply chain.
The words "national security" are not just for show.
Apple will never let Chinese chips touch its ecosystem. Don't even think about it.
So-called easing is just a bargaining chip on the negotiating table. In the face of AI-driven structural demand, this assumption doesn't hold.
Type 4: Insisting that 40% of DRAM demand relies solely on OpenAI.
Wrong. Computing small numbers, not seeing the bigger procurement picture.
Type 5: Firmly believing that TurboQuant can compress memory demand to one-sixth.
That argument that was shouted so loudly back then—where are those people now?