Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=GDTPbuNz1FP Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Micron saved by Ford? [enSQ4oErjpA] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT Micron is using automakers to hedge the next memory bust. Ford and GM are locking in supply while memory is scarce and expensive. But chip shortages do not last forever. Capacity expands, supply catches up, and commodity pricing eventually breaks. So the automakers get very expensive certainty. Micron gets customers committed before the downturn arrives. We published how we’re trading the memory cycle. Comment LETTER to get the research. DSn8sJMaze8 xeA9CeBrjdh QWYGljGn4Ta 58VuxTLja0E 0DjQ8j6JEpJ H4UfwH0lV3k EntnnylWwsu
Micron is using automakers to hedge the next memory bust. Ford and GM are locking in supply while memory is scarce and expensive. But chip shortages do not last forever. Capacity expands, supply catches up, and commodity pricing eventually breaks. So the automakers get very expensive certainty. Micron gets customers committed before the downturn arrives. We published how we’re trading the memory cycle. Comment LETTER to get the research. DSn8sJMaze8 xeA9CeBrjdh QWYGljGn4Ta 58VuxTLja0E 0DjQ8j6JEpJ H4UfwH0lV3k EntnnylWwsu