Serenity@aleabitoredditPost2026-06-07

NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; t

NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; this makes operating profit forecasts for Micron (MU) and Korean memory makers (EWY: Samsung, SK Hynix) seem more realistic.

“Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore? https://t.co/OvjyrifRtO”

Original post：X / @aleabitoreddit ↗

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NVDAWatch

+0.17% today

+13.84% 90d

Memory shortage warning highlights demand strength but also potential supply constraints for NVIDIA's GPU production; no explicit bullish/bearish stance from author.

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MUBullish

-1.43% today

+130.35% 90d

Persistent memory shortage due to AI scaling supports higher operating profits, making current projections more achievable.

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EWYBullish

-0.74% today

+59.04% 90d

Samsung and SK Hynix (constituents of EWY) benefit from the same memory shortage, validating their profit outlook.

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