Buy MU by May 27, 2027.

1. HBM remains the critical bottleneck for high-speed inferencing. 2. LLM architectures have not changed significantly since the DeepSeek release. 3. Storing user memory and incorporating it using RAG requires a ton of SSD/NAND 4. These points appear to hold for the next year. 5. DRAM is a solid play to capture this structural tailwind that could push $MU and SK Hynix to $2T (2x current market cap).