Market's been doom-scrolling lately, but let's talk supply reality in semis — specifically $LITE to $MU.
Korean memory exec nailed it: "30 people lined up at a full restaurant. 5 leave. Still no table."
That's the semiconductor bottleneck right now. Even if AI capex slows or new fabs come online, supply constraints and pricing power don't just vanish overnight. Demand structure is too tight.
AI isn't slowing down — it's expanding into medicine, physics, materials, robotics, cybersecurity, energy, engineering. We're at the edge of a multi-year paradigm shift, not the end of a hype cycle.
The world needs exponentially more compute. Memory and optical components are structural choke points. Watching $MU, $LITE, and related plays closely — this pullback might be the setup, not the exit.
Korean memory exec nailed it: "30 people lined up at a full restaurant. 5 leave. Still no table."
That's the semiconductor bottleneck right now. Even if AI capex slows or new fabs come online, supply constraints and pricing power don't just vanish overnight. Demand structure is too tight.
AI isn't slowing down — it's expanding into medicine, physics, materials, robotics, cybersecurity, energy, engineering. We're at the edge of a multi-year paradigm shift, not the end of a hype cycle.
The world needs exponentially more compute. Memory and optical components are structural choke points. Watching $MU, $LITE, and related plays closely — this pullback might be the setup, not the exit.
