“Memory makers are minting above-cycle margins as DRAM and HBM stay sold out; Micron's order book runs into 2027 with prices still rising and no near-term supply relief.”
“it has gotten tougher to get equipment today. Memory prices are through the roof. Things are harder.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.