Musk says robotics needs more DRAM than Earth produces, yet Micron trades at 4x forward PE
sudoraohacker · x · 2026-11-02
Quoting a Kalshi flash: Elon Musk claimed robotics will require more RAM than all DRAM currently produced on Earth. The poster contrasts market pricing: Micron ($MU) trades at only 4x forward PE, while barely-profitable grocers like Walmart and Costco command 40x forward PE — valuations he calls totally disconnected from the AI/robotics memory demand story.
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