u/liji1llijjll1l

Is anyone in the same situation?

Buy buy buy

Samsung’s gonna pump it babe❤️

1. The only clear advantage the U.S. has over China is semiconductors. They are its strongest moat in the AI race, and the U.S. will not give that up.
2. Meta, which triggered this avalanche, announced another expansion of its data centers: 2.5 to 5 GW, along with new expansion plans in Canada.
3. ASML and TSMC have been extremely cautious, but both confirmed they will invest even more to increase capacity. They know demand is real.
4. SK Hynix’s chairman confirmed that demand is far too high to meet. Even doubling capacity would not be enough.
5. HBM IS CHEAPER THAN CONVENTIONAL DRAM CHIPS. This is a strong indicator for me to believe that there is still significant room for growth. This growth will be considered more sustainable, driven by quantity too, not only by price.
6. HBM4E is fully customized. It is structurally impossible to create an oversupply.
7. HBM consumes three times as many wafers as conventional DRAM chips. The shortage will not disappear, even after a doubling of capacity.
8. Memory wall is always there while it is a matter of accepting it. It’s been always the bottleneck in von nuemann computers.

We shall rise from the ashes

People said Meta had leftover computing power, which dragged down memory chip stocks. But in the end, Meta actually announced they're expanding their data centers even more, and today, Amazon’s CEO said demand for their in-house AI chips is super strong. Wasn't the whole narrative to begin with that capex may be slowing down? What’s now?

Don’t you think what matters most for retail investors is knowing how much money I’ve deposited and what my current valuation is? Is it really rocket science?

I still haven’t figured out how to see those numbers, and now I’m manually tracking them in a spreadsheet lol...