follow-the-right-sources-for-memory-and-hbm-calls
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Follow the Right Sources for Memory and HBM Calls
Definition
Tech Observer says that on this topic, filtering sources is crucial: many accounts are noisy, but industry experts with direct context (e.g., Gavin Baker) should be weighted more heavily. The post quotes a claim attributed to Gavin Baker that HBM DRAM could account for 30–40% of hyperscaler CapEx in 2027, and references a recent call where his 2025 Micron call is said to be up roughly 14x.
Sources
- raw/Stocks/2026-06-27-j5jayfive-mu-insider-filtering.md