Archive | The Memory Thesis

The Bear Case, Made Honestly

The Bear Case, Made Honestly

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Jun 25, 2026

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

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

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Jun 17, 2026

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

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

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Jun 15, 2026

10 Percent Swings Every Day: The Market Is Arguing With Itself, And One Date Ends It

10 Percent Swings Every Day: The Market Is Arguing With Itself, And One Date Ends It

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Jun 11, 2026

June 5 Memory Roundup: The Week the Memory Trade Got Tested

June 5 Memory Roundup: The Week the Memory Trade Got Tested

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Jun 5, 2026

Why I'm Not Trimming at $60. And What Would Actually Make Me Sell

Why I'm Not Trimming at $60. And What Would Actually Make Me Sell

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Jun 1, 2026

May 28 Memory Roundup: The Week the Memory Supercycle Became Undeniable

May 28 Memory Roundup: The Week the Memory Supercycle Became Undeniable

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May 28, 2026

The Jevons Paradox: Why Cheaper AI Is Bullish for Memory, Not Bearish

The Jevons Paradox: Why Cheaper AI Is Bullish for Memory, Not Bearish

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May 26, 2026

SK Hynix vs Samsung vs Micron: Why Pure Play Wins in a Supercycle

SK Hynix vs Samsung vs Micron: Why Pure Play Wins in a Supercycle

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May 21, 2026

May 19 Memory Roundup: Three Stories That Confirm the Supercycle! But One Of Them Complicates It.

May 19 Memory Roundup: Three Stories That Confirm the Supercycle! But One Of Them Complicates It.

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May 19, 2026

New Samsung Union Strike Update: Monday May 18

New Samsung Union Strike Update: Monday May 18

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May 18, 2026

Tasks I Used to Skip Because They Took Too Long. AI Does Them Now While I Sleep

Tasks I Used to Skip Because They Took Too Long. AI Does Them Now While I Sleep

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May 14, 2026