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🔬 Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments
high convictionFirst mentioned Feb 16, 2026
Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments.
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entry Feb 16, 2026
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openedFeb 16, 2026
Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.