Wood Sister: Sell your storage stocks, the no-HBM era is coming! 1. Storage is essentially a commodity, highly cyclical Don’t be fooled by how storage chips are the hot topic right now—they’re still the most cyclical segment. When it’s booming, you rake it in; during downturns, you won’t break even even after 5 years. 2. A 10x price surge isn’t good news In the tech industry, when a component’s price doubles or even surges 10x, it’s definitely not something to celebrate. Instead, it’s a huge negative! Expensive costs force the entire industry to look for or develop alternatives. Right now, NVDA and INTC are already exploring other options! 3. Next-gen AI chips are ditching HBM entirely Take a look at new AI chips like Cerebras and Groq—they’ve already designed architectures that don’t need high-bandwidth memory at all. The facts prove that AI computing power can still run lightning-fast without HBM. 4. TSLA’s cobalt-free 2.0 We’ve seen this play out before with Tesla: back when the supply chain for cobalt was constrained and prices skyrocketed, Musk pushed through a tech upgrade to eliminate cobalt from their batteries. Now, AI engineers are doing the exact same thing with HBM. Those storage chip manufacturers making a killing off HBM right now? Their cash flow might look great, but it’s just a temporary bubble! #TechTrends #AI #Semiconductors #HBM #NVDA #INTC #TSLA