MU/short
Memory makers hoarding ~50% of semiconductor CapEx signals overcapacity risk and poor capital returns for DRAM/NAND players like Micron
Society if memory makers ate up only 25% of CapEx instead of 50%
Peak+2.5%
Bearish on memory semiconductor sector (Micron / DRAM) — the tweet laments memory makers consuming 50% of semiconductor CapEx, implying overcapacity and poor capital returns; MU short posted on Hyperliquid perp.
originalSociety if memory makers ate up only 25% of CapEx instead of 50%