← P Equity Research 📰Trade on Hyperliquid →
“Rubin Ultra: Explodes to 1,190%, with total memory TAM reaching $189,977 million compared to a rapidly shrinking relative logic share (only 8%).”
@pequityresearch
Memory/Logic ratio explodes 6x from Blackwell to Rubin Ultra, making SK Hynix, the dominant HBM supplier, the biggest winner of the AI capex supercycle.
SKHXLONGIDEA · NOT YET PRICED
“Rubin: Jumps sharply to 677% as NAND requirements enter the equation at $49,371 million.”
@pequityresearch
NAND flash enters the Nvidia GPU memory stack for the first time at Rubin ($49B TAM), creating a massive new revenue stream for pure-play NAND makers like SanDisk.
SNDKLONG@ $2,056.65
$1,233.25-40.04%
since call Jun 27
TIMESTAMPS
in post
in post