DanielRomero

JP Morgan still expects DRAM and NAND ASP growth to decelerate sharply from late 2026 to early 2027
$MU

NVIDIA wants to eat $AMD and $INTC lunch
AI agents have made CPUs important again
$NVDA and Microsoft are expected to unveil the first Windows PCs powered by Nvidia chips next week
The devices are expected to include Microsoft Surface models and PCs from other manufacturers like Dell. They will reportedly be announced around Computex in Taiwan and Microsoft’s Build conference
Nvidia is entering the Windows PC CPU market with Arm-based technology, putting it in direct competition with Qualcomm and challenging the long-time dominance of Intel and AMD in Windows laptops
Microsoft is also expected

JP Morgan still expects DRAM and NAND ASP growth to decelerate sharply from late 2026 to early 2027
A significant contrast with UBS’s latest projections
$MU

Korean memory stocks are seeing aggressive target hikes
NH Investment & Securities raised its target for Samsung Electronics (005930.KS) to 490,000 won, from 310,000 won, citing stronger memory conditions and improving foundry / System LSI expectations
SK Securities raised its targets for Samsung Electronics (005930.KS) to 500,000 won and SK Hynix (000660.KS) to 3 million won, arguing that both stocks remain undervalued after restoring prior target P/E assumptions
Nomura also reportedly raised its target for Samsung Electronics (005930.KS) by 74% to 590,000 won, and its target for SK Hynix (00

$AMD: Mizuho raised its target to $515 from $415, citing rising CPU demand from agentic AI workloads

$MU Price Target Updates
- > Mizuho raised Micron to $1,150 and Sandisk to $1,825
- > D.A. Davidson raised Micron to $1,500
- > Barclays raised Micron to $1,175 and Sandisk to $2,300, while upgrading Sandisk to Overweight.

Morgan Stanley says the setup for legacy memory is getting tighter than expected
DDR4 pricing could rise another 20% in Q3 as supply keeps shrinking, with the bank now modeling a 19%-20% supply-demand gap in 2H26 and 18%-20% gaps in 2027-2028
Other industry coverage:
TrendForce says DDR4 will remain in short supply through 2026, even after Micron’s Virginia Fab 6 ramp
$MU move is mostly an internal capacity reallocation, not a real increase in total LPDDR4/DDR4 capacity. TrendForce expects DDR4 to represent only around 7% of Micron’s DRAM output in 2026, with that share declining further in th

Samsung started shipping HBM4E samples to customers
The chip is over 20% faster than its previous HBM4 product and uses Samsung’s latest 1c DRAM, plus its own 4nm foundry base die
Anthropic also named Samsung as a strategic infrastructure partner, and Samsung was highlighted for its logic chip capabilities, not just memory
Current HBM share as of Q4 2025:
- > SK hynix: 57%
- > Samsung: 22%
- > $MU: 21%

$10B over 5 years for quantum computing investments seems like a major conviction leap for the industry
$IBM generates around $15B in FCF per year. Dedicating roughly 13% of annual FCF to this new technology is massive

$DELL said its customer count surpassed 5,000, with growth across neocloud, sovereign, and enterprise customers
This was a fairly bullish call for $PENG
Trading at 26x forward P/E, with revenue growth accelerating
Not cheap, but the next prints should be good

$DELL +38% 現在在盤後交易中
$NVDA 正在推動供應鏈中的每一家公司
詹森一人創造了數百萬新的百萬富翁

As mocked as it is, the bottleneck trade will stay forever
You only need to project the next 100 years to realize that AI is going to bottleneck everything
The first bottlenecks appeared in the areas most directly exposed. That was memory and power access
Then it became substrates, MLCCs, logic fabs, lasers, even copper foil and power semis
It’s only a matter of time before AI and robotics/physical AI accelerate the rate of progress to the point where every physical asset becomes shortaged
Maybe I’m wrong, and this is clearly a very early thought, but the everything shortage is a natural conse

Many "bottleneck" stocks pitched on X will, at some point, go down 90%
I’m very happy with the theme because I’m heavily exposed to it, but I hope everyone realizes this situation is not normal
There are stocks exploding for the right reasons, but that’s not the case for many

Are we going to pretend this Iran-induced dip won’t get bought and that we won’t be back at ATHs (for AI buildout trades) in a week again?
The only thing that can stop this momentum is rampant inflation that forces the Fed to raise rates
Unless that happens (which would directly affect capex plans) every dip is a buying opportunity

Did Leopold Aschenbrenner just put 20% of his fund into $NBIS?
~$14B AUM, and he just took a 5.6% stake in $NBIS
5.6% of $NBIS ~$53B market cap is $3B
$3B / $14B = 21%
I was expecting him to take a position at some point, but becoming one of the largest shareholders is something else

$NVDA Vera CPU tops $AMD and Intel in its first independent benchmarks
NVIDIA’s Vera CPU has posted its first independent benchmarks, with Phoronix showing the 88-core Arm processor delivering the best performance ever seen from an Arm chip, including a 10% advantage over AMD’s high-frequency EPYC 9575F on a geometric mean basis
Vera uses 88 custom Olympus cores built on Armv9.2-A, supporting 176 threads through NVIDIA’s Spatial Multithreading. Unlike Grace, which used off-the-shelf Arm Neoverse cores, Vera is a ground-up custom NVIDIA design that the company claims delivers roughly double Gra