One theme keeps showing up across earnings calls: Memory demand is still far ahead of supply. From $TSLA to $AAPL , more companies are highlighting the same issue: AI infrastructure requires massive amounts of memory, and supply constraints could continue for years. This is exactly why the memory cycle is getting so much attention. The bull case: • AI demand remains strong • HBM and DRAM demand keeps expanding • Supply additions take years to come online If this cycle becomes structurally different from previous memory cycles, companies like $MU and $SNDK could see significant earnings growth and valuation expansion. Some investors believe this could eventually support much higher long-term price targets. But the key variables remain: Execution, pricing power, margins, and how long the supply shortage lasts. The AI memory story is one of the biggest themes to watch through 2028.
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