Hyperscalers like $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ charge a premium. B200 systems are being paid off in 6 months and B300 systems are being paid off in 4 months.
Even hardware installed 6 years ago is making real money.
Agentic AI changed everything. Better models mean more value and justify higher prices.
Frontier labs will be focusing on inferencing and less on training.
99% of people will use 10x the computer year over year.
After earnings, $Micron Technology(MU)$ tends to hit 24x TTM PE. In about 12 days, $Micron Technology(MU)$ reports FY2026 earnings.
Low EPS estimate is 67.39 × 24 = 1,617.36
High EPS estimate is 80.16 × 24 = 1,923.84
$Micron Technology(MU)$ will make more per wafer start every quarter for 5 years.
$Micron Technology(MU)$ will increase production every year for the next 10 years.
In 3 months, $Micron Technology(MU)$ will start buying back about $100 billion a year.
For 4 quarters reporting in calendar year 2028, $Micron Technology(MU)$ will make more EBITDA than NVDA.
Per DramExchange, RDIMM memory has gone up ~30% in a month.
I'm putting everything into memory ETFs like RAM.
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