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Published 17 Aug 2026, 22:56 UTC · fetched 3 Nov 2026, 10:55 UTC
Bluntz
@Bluntz_Capital
Quoting · 17 Aug 2026, 04:58 UTC · context given to the AI
how can anyone watch this and not be bullish on ai infra is beyond me, i cant see a world where supply catches up to demand for many years to come. musk can be wrong by a factor of 95% and there would still be an insane shortage and to top it off we had US gov pouring fuel on the fire over the weekend“strongly” strongly advising apple to stop purcahsing chinese memory. https://t.co/wH2HLMzqPMmusk looked at samsung, tsmc and micron's combined output and said even that's not enough for what he's building. $MU trades at 6x forward. sector median is 30x. that gap is one belief: "memory is cyclical." the entire bull case is that HBM broke the cycle, contracted supply, 3 players, no new entrants. if that's right, this rerates 3x on multiple expansion alone. no earnings growth required. and ppl gloss over terafab making its own memory. when the world's most aggressive builder decides to enter a 3-player oligopoly from scratch, that tells you where the bottleneck is.View original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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