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u/PrimaryResolve641
Reddit r/ValueInvesting
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50.0%
доходность
-1.3%
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Лонг
23 авг
$966.78
-4.0%
Memory costs are soaring, which is the direct cause of NVDA’s price hikes. Rising memory prices improve revenue and pricing leverage for major memory suppliers. Memory upcycle strengthens MU on AI-driven HBM/DRAM demand. Memory pricing is cyclical; supply additions could quickly reverse gains.
Memory costs are soaring, which is the direct cause of NVDA’s price hikes. Rising memory prices improve revenue and pricing leverage for major memory suppliers. Memory upcycle strengthens MU on AI-driven HBM/DRAM demand. Memory pricing is cyclical; supply additions could quickly reverse gains.
Память для ИИ
Лонг
23 авг
$214.72
+1.3%
NVDA is hiking server prices >15% to offset higher memory costs. Successful price hikes confirm inelastic AI demand and strengthen NVDA’s revenue outlook. NVDA has pricing power in AI infrastructure, making it a watchable long. Memory costs could rise faster, or price hikes could reduce customer orders.
NVDA is hiking server prices >15% to offset higher memory costs. Successful price hikes confirm inelastic AI demand and strengthen NVDA’s revenue outlook. NVDA has pricing power in AI infrastructure, making it a watchable long. Memory costs could rise faster, or price hikes could reduce customer orders.
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Показано 2 из 2 коллов · сортировка по упоминаниям
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У u/PrimaryResolve641 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: NVDA, MU.
