"Customers will care more about memory efficiency and full systems economics rather than just GPU performance."
The $AMD & MEXT deal is a bet on inference economics. It is not an HBM killer.
ICYMI - Get the full breakdown on the $MU print and how it directly impacts $SNDK, $ASML and $AMD
$QCOM Investor Day tomorrow. Expecting a strong slate of datacenter wins to back our long term thesis that it has a massive multi-billion revenue expansion op by winning a small fraction of a massive DC TAM. 👀
The bull case is over $11 trillion in 2030 capex. Today is a blip on the radar. Lock in. 💪🏻🚀
$META CEO Mark Zuckerberg has tasked the company with developing a prediction market platform.
Meta joins a growing roster of tech firms exploring prediction markets as a new user engagement and monetization vector.
"There's nobody more important than $ASML in the AI economy for the equipment layer."
It isn't a memory name, but a durable memory cycle pushes more capex straight to the equipment layer ahead of tomorrow's $MU print.
Full breakdown on why a strong $MU print reads through to $AMD, $ASML, and $SNDK, plus the MEXT angle and why $SNDK already ripped 800% this year.
$MSFT completed its first Wisconsin data center, bringing what the company calls the world's most powerful AI supercomputer online.
The facility marks Microsoft's expansion of infrastructure to support growing enterprise AI demand across the region.
$PENG joined Nvidia's invitation-only AI Factory Specialized Partner group for providers building and deploying enterprise AI infrastructure.
The designation follows Penguin's infrastructure work with Deepgram and SK Telecom on the Haein AI Factory in Korea.
We are reiterating Buy on $MU with a $1,500 price target as the memory cycle continues to tighten faster than expected.
We expect F3Q26 revenue of $36.7B versus $33.5B guidance driven by DRAM and NAND ASPs rising 45–50% QoQ followed by another ~25% ASP increase in F4Q26.
Longer
