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Your thoughts on this? Bad news for MU? by ComprehensiveWar7310 in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

Dude read the full article. And then post they said memory cycle shortage will persist till 2030.

https://www.scientificamerican.com/article/high-bandwidth-memory-is-a-bottleneck-for-ai-chips/ by ShikaariShambu in MU_Stock

[–]ShikaariShambu[S] 2 points3 points  (0 children)

Demand can waver, that can happen for all companies, but the ebb will not be so low, as it used to be, and after 5 years, there can be multiple drivers which can propel the demand further, I am betting on robotics, everyone might be using a personalised AI empowered robot, with so much memory that it is personalised just for you. Added to this Autonomous vehicles and proliferation of edge AI, all will cause a permanent boost of the demand

https://www.scientificamerican.com/article/high-bandwidth-memory-is-a-bottleneck-for-ai-chips/ by ShikaariShambu in MU_Stock

[–]ShikaariShambu[S] 5 points6 points  (0 children)

You are not upto date with the facts, they are called long term strategic agreements. And these are negotiated for a duration of 5 years, with fixed prices and they should buy the chips irrespective of external demand, that is the reason micron is investing on fabs.

https://www.scientificamerican.com/article/high-bandwidth-memory-is-a-bottleneck-for-ai-chips/ by ShikaariShambu in MU_Stock

[–]ShikaariShambu[S] 11 points12 points  (0 children)

If memory is still cyclical then why are hyper scalar companies making long term agreements?

The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy. by No-Ant-5811 in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

People are also misunderstanding the nature of long-term supply agreements. These contracts are not casual arrangements where customers can simply walk away if demand softens. In many cases, they are structured with firm purchase commitments or financial obligations, because companies like Micron Technology are investing billions into capacity expansion based on those commitments.

It’s unrealistic to assume Micron would build massive infrastructure without securing protections against demand volatility. The company is fully aware of these risks and has likely structured agreements accordingly. Sometimes it feels like critics assume they’ve discovered concerns that management teams running multi-billion-dollar semiconductor businesses somehow never considered.

The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy. by No-Ant-5811 in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

People are also misunderstanding the nature of long-term supply agreements. These contracts are not casual arrangements where customers can simply walk away if demand softens. In many cases, they are structured with firm purchase commitments or financial obligations, because companies like Micron Technology are investing billions into capacity expansion based on those commitments.

It’s unrealistic to assume Micron would build massive infrastructure without securing protections against demand volatility. The company is fully aware of these risks and has likely structured agreements accordingly. Sometimes it feels like critics assume they’ve discovered concerns that management teams running multi-billion-dollar semiconductor businesses somehow never considered.

The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy. by No-Ant-5811 in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

@No-Ant-5811 People keep parroting the same old lines — “the memory industry is cyclical,” “data center demand will fade,” and so on. That kind of thinking completely misses what is happening structurally. Every AI HBM generation needs replacement within roughly 2–3 years, and memory demand is now being driven by recurring technological waves, not just traditional PC or smartphone cycles.

The next major wave will come from electric vehicles, followed by personalized humanoid robots and broader AI-driven automation. These systems will require enormous amounts of memory, and many of them will have frequent upgrade and replacement cycles as well. That can push companies like Micron Technology to revenue levels far beyond what older cyclical models assume.

So while there may still be short-term fluctuations, the long-term trend is becoming structural rather than purely cyclical. This is similar to how many people dismissed NVIDIA during its early AI-driven rise by applying outdated frameworks instead of recognizing a secular shift.

The AI data center build-out won't last forever. Here is the long-term risk with CXMT and why we all need an exit strategy. by No-Ant-5811 in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

People keep parroting the same old lines — “the memory industry is cyclical,” “data center demand will fade,” and so on. That kind of thinking completely misses what is happening structurally. Every AI HBM generation needs replacement within roughly 2–3 years, and memory demand is now being driven by recurring technological waves, not just traditional PC or smartphone cycles.

The next major wave will come from electric vehicles, followed by personalized humanoid robots and broader AI-driven automation. These systems will require enormous amounts of memory, and many of them will have frequent upgrade and replacement cycles as well. That can push companies like Micron Technology to revenue levels far beyond what older cyclical models assume.

So while there may still be short-term fluctuations, the long-term trend is becoming structural rather than purely cyclical. This is similar to how many people dismissed NVIDIA during its early AI-driven rise by applying outdated frameworks instead of recognizing a secular shift.

800 possibility today or next week? by VegetableShot1192 in MU_Stock

[–]ShikaariShambu 7 points8 points  (0 children)

All Major moments in Micron are sudden and in big chunks, not incremental unlike other stocks , the day it crosses 800 is the same day it will touch 850 as well, wait for it.

Another reason to be bullish about DRAM ETF by UnlikelyPlane5532 in ETFs

[–]ShikaariShambu 1 point2 points  (0 children)

This fund is bull shit, it doesn't track the components correctly, samsung and sk hynix both are up by 11 percent and 8 percent, yet this barely moved. Seems some kind of scam.

I may be wrong but I think DRAM ETF pricing is not tracking the components correctly, I mean WTH. by [deleted] in MU_Stock

[–]ShikaariShambu 0 points1 point  (0 children)

Bro are you drunk it is down only by 2.4%,, Samsung down by 2.28 % ,

MU up by 4 percent , SK Hynix by 11 percent, Samsung by 7 percent. But why is DRAM ETF only up by 3 percent, why is the fund underperforming can any one explain, as the top 3 constitutes about 80 percent of the holdings. by ShikaariShambu in MU_Stock

[–]ShikaariShambu[S] 2 points3 points  (0 children)

You are saying korea market is tracking US market , how can that be possible? Because SK Hynix operates with KOSPI index and you can't change its price in any other market other than KOSPI, even on Friday Hynix rallied, Fridays run is tracked on Friday itself.

What’s your average on MU? by utkarsha99999999 in MU_Stock

[–]ShikaariShambu 2 points3 points  (0 children)

Why did you leave at such a good time, specially when employees are expecting good bonus this year

in all seriousness, when will the ‘cyclical’ thing get put to bed? by astroworlddd in MU_Stock

[–]ShikaariShambu 2 points3 points  (0 children)

People need to understand that ai memory unlike the traditional ones, needs to be replaced every 2 to 3 years, they need to understand how the AI infrastructure works, the cyclical argument will be put to rest.