What a year for memory chips.

In cycles like this, people often underestimate how sharp the re-rating can be once pricing power flips. Memory isn't just “boring semis” when supply tightens—it turns into a leverage machine driven by demand.

2027 feels like it will answer that question. Maybe the market is just starting to price in what “structural memory demand” actually looks like in an AI-heavy world.

Not chasing here, but I'm definitely not treating this cycle as finished either.

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