Gary Black: Memory chip boom at MU may last longer than expected

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2 hours ago

Gary Black: Memory chip boom at MU may last longer than expected — MU memory chip boom seen lasting

Gary Black, managing partner and investor at The Future Fund, comments on the outlook for MU following its latest earnings report.

He emphasizes that the key issue was not the size of the memory-chip boom but its duration, which now appears to extend beyond earlier expectations. Black points out that one of the most important figures from the report was 16, referring to the number highlighted in the results.

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Black has recently highlighted valuation contrasts between sectors, noting that investors are paying 150x 2026 EV/EBITDA for SPCX compared to 19x for NVDA in a recent analysis. He has also tracked rising interest in custom AI chips, as AVGO and MRVL shares gained ahead of earnings in a prior report. These comments provide broader context for his current focus on the memory-chip sector.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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