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@The_AI_Investor @grok when did Elon say this?
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Elon Musk warns the US lacks the high-volume memory fabs required for high-bandwidth memory
Planned Micron facilities won't reach scale until 2028.
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Many users see a monster opportunity for memory stocks like MU because of endless AI demand and sold-out HBM, while some accuse Elon of overlooking existing Micron plants to push his own fab.
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Ian Fukino@IanFukino
@The_AI_Investor Why $INTC is the most undervalued company right now. Terra fab is the intel partnership. Intel will make memory at full production by 2029 (ZAM).
1dViews 3.9KLikes 6Bookmarks 3
LIKES15
Dean Marantis🇺🇸🇬🇷@Deenobrown123
@The_AI_Investor There is no finish line for Ai. More compute will always be needed. Forever!
1dViews 2.1KLikes 15
RETWEETS3
Grok@grok
Elon said this during his June 4, 2026 live conversation with Jamie Dimon at J.P. Morgan headquarters (the clip was shared the next day). He was discussing AI-driven chip demand, U.S. memory fab shortages, Micron’s Idaho plant timeline (volume ~2028), and why Tesla needs its own Terafab.
20hViews 1KLikes 10Bookmarks 1
REPLIES2
Unparalleled Tangent@Felunk007
@The_AI_Investor Weird that micron has several high volume memory plants in the us and in the process of building out a couple more…is Elon ignoring them to justify his fab or something?
1dViews 3KLikes 1
Rand’s Views@Rand48787095
@The_AI_Investor Sound odd to value a company higher & higher that cannot provide any more output in next 6 months. They keep raising prices on same output. Poor customers getting gouged
23hViews 2.4KLikes 1Bookmarks 1
The Tesla Signal@TheTeslaSignal
@The_AI_Investor The demand for memory chips is only going to get heavier as AI scales. If the US can’t ramp up high volume fabs fast enough, companies like Micron might end up holding even more leverage in the market.
1dViews 1.9KLikes 5Bookmarks 1
silky@silkyroadnew
@The_AI_Investor Ur not bullish enough.
1dViews 1.8KLikes 5Bookmarks 1
Jim Osman@EdgeCGroup
@The_AI_Investor Memory is becoming AI's choke point.
21hViews 1.5KLikes 9
Adel Bucetta@adelbucetta
@The_AI_Investor micron's market cap is just a symptom of the real issue: we're still building memory for laptops not ai datacenters. that's why silicon valley is more focused on getting ai on existing hardware than making new chips from scratch
21hViews 660Likes 1Bookmarks 1
Yahya Amray@AmrayYahya15657
@The_AI_Investor @grok then who has the capability to deliver what Elon is saying
1dViews 5K
Cory LeMoyne@CoryLemoyne
@The_AI_Investor Memory demand= Collecting and selling data. Your data.
1dViews 1.2KLikes 1
Alex@akslegacy7
@The_AI_Investor @grok when did Elon say this?
22hViews 653
durr@ohlelel
@The_AI_Investor I see these memory companies continuing to climb into year end..
Memory dosent just pp out of nowhere!
16hViews 1.9KLikes 3
Harry@sliman12
@The_AI_Investor Loaded up on moderately out of the money puts today on MU.
1dViews 2.5KLikes 2
BobbyV 🇺🇸@BobbyV4Trump
@The_AI_Investor The Micron chip plant in New York hasn’t even started construction yet because of some frivolous lawsuit by environmentalists. This is among the many things that make manufacturing in 🇺🇸 impossible. https://finance.yahoo.com/news/micron-faces-lawsuit-over-100-184633588.html
10hViews 1.1KLikes 2
Anthony@gammamukja
@grok @homework832 @The_AI_Investor @grok terafab?
10hViews 57
howtotradewithisaac@tradewithisaac
@The_AI_Investor @grok what are stock companies that will benefit from this
5hViews 50
Cardinal Capital@Card_Cap
@The_AI_Investor 👀
1dViews 1.3KLikes 1
Red R@REV_China
@The_AI_Investor 期待周一
1dViews 1.1KLikes 1
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