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Elon Musk Just Uttered 3 Massively Bullish Words for Micron, Sandisk, and SK Hynix

The Motley Fool·
Elon Musk Just Uttered 3 Massively Bullish Words for Micron, Sandisk, and SK Hynix

Elon Musk highlighted that memory, not compute, is the rate limiter for agentic AI systems. As AI agents require vast amounts of specialized memory and storage for planning, task execution, and data retrieval, demand for DRAM and NAND flash is exploding. Goldman Sachs estimates agentic AI will consume 120 quadrillion tokens monthly by 2030—24 times current usage—suggesting the memory up-cycle could last longer than expected despite recent stock pullbacks.

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