in postMUMULONGFIRST CALL

“The entire duration and health of the AI trade will come down to what happens in Memory”

Memory is the rate-limiter for the AI trade; Micron, the only US HBM maker at scale, wins if the cycle holds.

MUMULONG@ $1,161.30

$824.26-29.02%

since call Jun 22

Trade on Hyperliquid →