Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

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That's the thing you need to know about memory stocks.

AI accelerators are going to have 25 times more, like AI GPUs from NVIDIA, two years from now are going to have 25 times more memory per GPU.

And there's going to be a need for 25 times more GPUs.

So he said multiply 25 by 25, you get 625 more revenue per.

et cetera, and layer onto the fact that four years ago, all these memory companies saw their revenue get cut in half, so they didn't,

expand capacity.

It takes three to four years to expand capacity.

So we're going to see like mega pricing power.

We haven't seen anything yet.

These stocks are going to keep going higher and their revenue rates are going to be astronomical.

So everyone makes fun of these Koreans for piling into single digit PE stocks growing at triple digits.

And this cycle is different because there are only three companies that can make the HBM memory.

Don't make fun of the Koreans.

What is the prehistory?

So in 2022, we had kind of a tech recession.

All these tech companies were laying off people.

Even Intel and NVIDIA had these 50% drawdowns.

It's almost like the post-COVID kind of overhang, where people bought too many digital computers, electronics, and there was too much overcapacity.

But NVIDIA really is different.

Not really.

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