What Couch Investor said in this video:
- MUbullishmid-termThe host argues the Micron selloff overpriced oversupply risk: HBM's high wafer-per-bit ratio means capex does not equal bits, and most of fiscal 2027 shipments are already committed.Source
- AI Capexneutrallong-termThe host frames the real memory-market risk as HBM's hunger for wafers rather than oversupply, with HBM outpacing conventional DRAM through 2028 and clean rooms as the bottleneck.Source