Elon Musk addresses memory-chip stock concerns with one simple observation
AI disclosure
Summary
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for semiconductor stocks.
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Elon Musk just annihilated the memory bears.
— tae kim (@firstadopter) August 4, 2026
Elon Musk on SpaceX earnings call: “Limiting factor currently is memory. Memory output is increasing by around 20% per year. Now normally that would be fantastically fast and amazing for any large mature industry. But ask yourself is…