I’m still highest conviction o

I’m still highest conviction on the memory layer of the AI stack. GPUs get the headlines, but HBM/DRAM are becoming the real throughput bottlenecks.

Right now the stack feels like:

Compute

Memory

Networking/optical

Power

$MU still has room if the supply lock-in thesis holds, but I think optical and power infra are the next major rotations once AI scaling hits physical limits instead of compute limits.

AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?

AMD rallied 4.55% today as markets position it as the next AI infrastructure breakout trade following Micron, with Samsung's HBM4E sample delivery and AI developer ecosystem expansion fueling the narrative. Ramp velocity of the MI-series accelerators at hyperscaler clients remains the critical validation point. Unlike Micron's HBM scarcity thesis, AMD must still prove its AI compute market share gains with hard data. In this AI infrastructure rotation, will AMD deliver its own 'Micron moment'?

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