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“Hypers trade oppo memory factor wise now and this cycle ends with one of the big spenders or multiple with their stock decimated and they give up”
@pequityresearch
Hyperscalers are burning cash on memory-driven CapEx at dotcom-era intensity — MSFT leads the most cited example of a big spender whose stock gets decimated when the cycle cracks.
MSFTSHORT@ $387.75
$472.12-21.76%
since call Jun 16
peak +0.7%
“Memory makers are taking their pound of flesh this time but it will not last”
@pequityresearch
Memory makers are at peak margins now but the cycle turns hard — MU reverses as CapEx growth slows and new capacity floods the market from 2027 onward.
MUSHORT@ $1,128.20
$815.33+27.73%
since call Jun 16
peak +35.1%
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