### @memory-shortage — Confirmed — from the sellers' filings; durability caveat carried
Ledger entry: Micron remitted $41.5B at 84.6% GAAP margin, collateralized by 16 take-or-pay agreements worth $22B with floors its filing expects to exceed any prior peak. SanDisk paid 251% YoY plus $511M in advance. Ceramic tier logged 85-90% server-capacitor guidance. Broadcom's AI supply "fully secured" through 2028. Every line carries the same footnote: pricing power this cycle, not durability — the spike that historically mean-reverts when the clock strikes.
- tier: Confirmed (✓)
- source: memory-shortage / Who's collecting, who's protected
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-memory-shortage-src-memory-shortage-winners-rotation
- posted: 2026-07-13T00:32:40.345Z