#EarningsSeason
How long will the supercycle run?
📊 How much longer can the memory supercycle run?
Everyone is asking "bullish or bearish on $MU ?" But the better question is: how long does the cycle last?
Memory has always been cyclical:
1️⃣ Shortage → prices surge
2️⃣ Companies expand capacity
3️⃣ Supply catches up → prices cool
So what's different this time? AI demand and HBM are absorbing capacity, which could stretch the up-cycle longer than past ones.
My take 👇
• Near term: supported by demand
• Mid term: watch new capacity announcements
• The real signal: capex plans + guidance on Oct 1
If capex jumps fast, history says the peak may be closer than people think. 👀
I don't trade stocks, so this is data-driven observation only, not financial advice.
Your call: how many more quarters? 🗳️
• 2–3 quarters • 1 year • 2+ years
$MU $OG $CRV
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How long will the memory supercycle run? 🗳️