Prediction: This will be the next supercycle after AI memory. 1 must buy now before the stock goes up another 100%.
The AI memory supercycle is real and still running. High bandwidth memory (HBM) became the scarce resource around which the entire AI industry was organized. The early investors who got there made a lot of money. It changed the conversation on AI infrastructure. Authority is a constraint. But the problem engineers lose sleep over is …