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SK Hynix and Micron have sold out their entire 2026 memory production. DRAM inventory fell from 17 weeks to just 2-4 weeks. Prices surged 50% in a single quarter.
BofA's Vivek Arya says AI has permanently changed the memory chip market. Micron's blowout earnings, 16 customer LTAs, and sub-10x forward P/E are the evidence.
See something broken? Drop a screenshot and tell us what happened — goes straight to Charles.
Plain text only. Charles reads every message personally.
