Sell MU by Nov 7, 2026.

I keep coming back to the same question with MU. Everyone is modeling this massive HBM/memory cycle based on AI demand continuing to explode. Fair enough. But what happens if Nvidia’s response to the memory bottleneck isn’t simply *buy more memory*? There’s already reporting that Nvidia is testing lower-memory configurations for Rubin Ultra. Separately, TrendForce previously reported that Nvidia was only getting enough LPDRAM to cover roughly 60% of its projected SOCAMM requirements and responded by reducing the memory configuration. …