← RJCcapitalTrade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“AI isn't compute-bound, it's memory-starved”
@RJCcapital
Micron's memory is the scarce resource of the AI era — HBM sold out, DRAM tight, NAND repricing, and demand structurally outpaces supply
MULONG@ $1,106.05
$813.13-26.48%
since call Jun 25
in postSHORT
“we spent $37.5B this quarter and Azure still wants more”
@RJCcapital
Microsoft's $190B AI capex binge with no clear ROI timeline creates sustained margin pressure as investors demand payback that hasn't come
MSFTSHORT@ $379.76
$471.41-24.13%
since call Jun 25
TIMESTAMPS
in post
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