While the entire forum debates NVIDIA's Marvell partnership like it's the Treaty of Versailles, the REAL semiconductor story is hiding in plain sight 🎯 Micron just posted net margin — that's not a typo. Memory chips were left for dead 18 months ago, now they're printing cash faster than the Fed. The memory cycle has turned, and everyone's still fighting the last war. AI needs memory. Lots of it. Data centers are hoarding DRAM like it's toilet paper in 2020. Smart money isn't chasing shiny AI partnerships — they're buying the picks and shovels that make all this compute actually work.

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