The Bear Case, Made Honestly

Micron just printed a record breaking quarter. That’s exactly why investors shouldn’t hear only the bull case. Here’s the strongest argument against my view.

June 17 Memory Roundup: SK Hynix Comes to Wall Street, CXMT Goes Public, and the Split Gets Real

The AI Memory Escalator: Why The Old Memory Cycle Story Is Getting

You own one phone. Soon you'll run a hundred AI agents. That's the whole difference.