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Add a hard footnote to this storage supercycle: Nvidia is reportedly considering reducing the HBM memory capacity for the next-generation Rubin Ultra, not because they don't want to stack more, but because advanced high-bandwidth memory is simply unavailable. Even the computing power leader has to yield to memory, indicating the bottleneck has shifted from the GPU to the storage chips themselves. Data is more honest than narrative—HBM shortages will propagate up the entire DRAM supply chain, and the most price-elastic are often the upstream chip manufacturers. Storage stocks pulled back today, but the fundamental curve is still trending upward. Let supply and demand speak, not sentiment. $MU #AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound