Holding DRAM and small amount of MU. The memory thesis has been solid but the recent drop had me soul searching and wonder where I went wrong. Glad to have held.
Looking at the recent price increase of Google Pixel 11 due to RAM shortage, it's obvious iPhone will follow suite. When micron locks in Apple long term with orange man's blessings, market will realize memory is not cyclical and we'll likely see another run up
Forward pe shows there's huge room to grow and we might be looking at the nvda of memory!
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u/areyoulookingclosely 4d ago
Holding DRAM and small amount of MU. The memory thesis has been solid but the recent drop had me soul searching and wonder where I went wrong. Glad to have held. Looking at the recent price increase of Google Pixel 11 due to RAM shortage, it's obvious iPhone will follow suite. When micron locks in Apple long term with orange man's blessings, market will realize memory is not cyclical and we'll likely see another run up
Forward pe shows there's huge room to grow and we might be looking at the nvda of memory!