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← @matiasscalbi

$MU

BEARISH2026-08-21
Price around the call
↓ 2026-08-21
By horizonMaturing · ~6 trading days to go
1d
✗ +2.2%
5d
✗ +4.8%
21d
…
Original post
Matias Scalbi · 2026-08-21

Miren los precios de las memorias. Se están yendo vertical Se empieza a ver la escasez. Por eso estoy alcista en las acciones del sector corto/mediano plazo - DRAM (la memoria rápida con la que la IA piensa): de 7.4 en 2023 a 92.2 ahora. Más de 12 veces - NAND (la memoria flash de almacenamiento): 99.573 dólares el kilo en agosto. El mes pasado todavía estaba cerca de 62 mil Agosto es dato preliminar del 1 al 20. O sea que todavía puede quedar más suba La IA necesita cada vez más memoria y no hay suficiente. Samsung y SK Hynix cobran lo que quieren. Del lado americano eso es $MU Yo estoy expuesto a través del ETF $DRAM y $DISK en el sector memoria

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