Riddle me this: If memory is the bottleneck to GPUs, is $NEU the bottleneck to the future of U.S. munitions?

Everyone knows the AI trade by now. Nvidia can design as many GPUs as it wants. TSMC can manufacture the chip. Microsoft, Amazon, Google and Meta can throw billions at data centers. But if you don’t have enough HBM memory, none of it matters. The GPU can’t operate the way it was designed to operate. That’s why I’ve always looked at Micron and the memory companies as something different from just another semiconductor company. They sit upstream at a point where shortages can restrict everything d

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