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14 Aug 2026 2 minute read 0 comments Perfectionist25
While the computational requirements of AI models increase by approximately 750 times every two years, the hardware world is battling a long-standing structural paradox. Although today's most advanced graphics processors are capable of performing tri...
4 Aug 2026 2 minute read 0 comments Perfectionist25
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
12 Jul 2026 1 minute read 1 comment Perfectionist25
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
9 Jul 2026 2 minute read 0 comments Perfectionist25
Micron announced its much-anticipated balance sheet. My first comment is that the picture is really promising and appetizing for our investments. Now, let's look at the segments one by one and try to make sense of what this stock, which is the bigges...
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
