$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ Today's developments show a clear pattern. Google's situation highlights the need for more inference capabilities, which in turn drives demand for more HBM and DRAM, pointing directly to Micron.
Then you have Tesla, with Elon Musk publicly thanking Micron for allocating capacity to them.
So you have two of the world's largest AI developers openly discussing memory allocation as a critical issue. It makes you wonder which other companies are in a similar position of needing memory. The list is long: Meta, Microsoft, Amazon, xAI, OpenAI, Oracle, and many others.
Memory is clearly becoming strategic infrastructure now. Given that, it's hard to see the rationale behind any short interest in this space. I'm personally adding to my positions in $Micron Technology(MU)$ and SKHY.
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