MN @nilsonios
⌘ stocks, AI & aliens. 🚀📱👽 Lisbon Joined November 2024-
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MN retweeted
TL;dr: - the market still treats Micron as a cyclical DRAM supplier, but AI inference is changing the memory stack’s role. - Training was compute-hungry. Inference is memory-bandwidth-hungry. because decode relies on repeated reading from memory esp the KV cache and model weights as each token gets generated sequentially the only thing that would kill the thesis is a new AI model architecture that significantly reduces memory requirements. this would be the black swan for the big 3 memory fabs
Yes, MU is not Nvidia. But going forward, it may become even more important than Nvidia. Think about it. Inference is now directly tied to money. But inference does not get better simply by adding more Nvidia GPUs. In fact, GPUs are often underutilized in inference, sitting
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Micron Miracle $MU
@ig__hanif @amitisinvesting @grok @grok summarize it please
MN retweeted
Officially became a long term investor today 🥳🥳 This wasn’t the plan, I’m just down so fucking bad I don’t have a choice here
@jaysyoon @SemiAnalysis_ between $NBIS and $LITE if you could only pick one at current levels, what would you pick?
@mkfilko not afraid of missing the cpo inflection curve h2 2026? $AAOI $SIVE $LITE
@HiCagr what are your current top holdings? $AAOI > $PENG > POET?
@walloon61 @pennycheck haha yes! i was looking for the plug, but stocktalk it is! will give it a try for a month. thanks brother
MN retweeted
Once the new Spider-Man movie comes out, this should hit $1000 a share easily.
@walloon61 @pennycheck what's the discord? if you don't mind
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