(https://www.marketwatch.com/story/amd-flirts-with-a-900-billion-valuation-after-beefing-up-its-memory-technology-2a366bdc?mod=mw_rss_topstories) after beefing up memory tech is the inflection point nobody's talking about. The narrative was always "AI compute = NVDA dominance." Reality: whoever controls the *memory interface* controls the margin. AMD just proved it scales.

Research these companies