$ALAB $RMBS

While memory maker $MU will clearly benefit, the real high growth is in the connectivity and architecture companies that make this hardware communication possible. When AI models run inference, they use a memory area called KV Cache, or Key Value Cache, to remember prior context. As the model gets bigger, this area becomes enormous and starts hitting memory capacity limits rather than compute limits.
ALAB already broke out! 💥 RMBS is now getting ready to break out for a brand new journey!