51 Articles 0 Followers
3 Sep 2026 1 minute read 0 comments Perfectionist25 $0.78
The $MU CEO's statement that memory supply might not catch up with demand until 2028 doesn't mean memory prices won't fall by then. I think an important detail is being overlooked here: Memory prices don't need to equalize with demand. For example, l...
26 Aug 2026 3 minute read 0 comments Perfectionist25 $0.40
While Nvidia, AMD, and hyperscaler companies may be at the forefront of AI investments, ASML is one of the most critical companies behind this race. This is because ASML is at the heart of the lithography machines needed to produce the world's most a...
19 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
14 Aug 2026 2 minute read 0 comments Perfectionist25 $0.31
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...
8 Aug 2026 2 minute read 0 comments Perfectionist25 $0.20
Recent price movements in memory markets (especially NAND and DRAM) indicate that the market is in an "extended cycle" shaped by AI infrastructure investments, rather than a classic boom-bust cycle. While cumulative increases exceeding 100% in contra...
12 Jul 2026 1 minute read 1 comment Perfectionist25 $0.46
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 $0.42
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...
21 May 2026 1 minute read 0 comments cryotosensei $0.07
It was a scorching afternoon. My peers and I were trekking with our teachers and trainers on the open plains of Shangri-La, China. I cursed under my breath, shivering uncontrollably. Little did I know that I would experience something that would be e...
23 Feb 2026 1 minute read 2 comments CineLonga $0.10
We all think our memories are real. That the things we remember, birthdays, childhood games, conversations, actually happened. But what if they didn’t exactly? Memory isn’t a camera. It is a storyteller. Every time you recall something, your brain re...
1 Feb 2026 1 minute read 0 comments CineLonga $0.10
It’s strange when you think about it...Whole days just disappear!Not because they weren’t important but because nothing about them stood out enough for your brain to keep. You remember moments... A mistake, a laugh, a first time... But the space betw...
