Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
X$NVDA says memory pricing has become “extreme,” with costs rising faster than expected and supply likely constrained through FY28.
If Nvidia is telling you memory is getting tighter for longer then it becomes much harder to justify $MU and $SKHY still trading below 6x earnings.

2.3K likes66 repliesPosted Aug 26, 2026