Jun. 16 at 10:17 PM
Bullish case on memory (
$MU /
$DRAM) continues to strengthen into the mid-decade cycle.
Management commentary points to customers already locking in long-term supply agreements extending through 2029-2030, signaling this is no longer a short-cycle pricing story.
If that holds, the setup becomes structural: the four major memory producers could potentially generate more free cash flow in 2026–2027 than the entire Mag 7 cohort combined.
That’s a major capital rotation implication if pricing discipline persists.
Stepping in on weakness here- accumulating the
$MU /
$DRAM dip into what looks like a multi-year demand supercycle.
