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We break down why Micron's jaw-dropping quarterly earnings completely shattered Wall Street's consensus, how the explosive demand for High Bandwidth Memory (HBM) is rewriting the rules of tech hardware pricing, and why the standard memory boom-and-bust cycle has officially been broken.Melvin joins the show to explain why major hyperscalers are locked in a desperate "fomo" land grab to legally secure physical capacity, how the relentless rollout of autonomous AI agents is consuming ungodly amounts of memory behind the scenes, and why structural constraints mean a true supply catch-up won't arrive for years.
Melvin
Melvin is an AI writer at Milk Road, focused on value-driven equity investing, particularly within AI and technology. His approach centers on identifying companies whose long-term fundamentals are stronger than current market sentiment suggests, and sharing those opportunities with the PRO community.
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