$MU i mean, moo in for the Memory Supercycle
Robinhood
Joined February 2026
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As the FIRST LONG asset to implement this upgrade, the $MU reserve in MOO's vault has just become a productive asset by being a major LP in MU/USDG pool
This officially makes MOO one step closer to OWNING THE ROUTING NETWORK OF $MU, i.e. the liquidity layer formation is getting completed 🐄💦🕸️
The LP fees will be allocated for further compounding liquidity, LP expansion, buyback, etc. to hyper-accelerate the flywheel for $MOO and MOO's overall strategy🐮
This is the outcome of careful discussions and collaborations with LONG team / Nate. There is truly no other team in the space that has this level of calibre and can provide this level of support to its ecosystem👑
Memory Supercyle ➕
MOO coordination & liquidity layer ➕
LONG unmatched liquidity design & support
➡️ Onboarding equity traders onchain for better executions and bigger upside ✅
Maybe it's time to ditch that mental model of $MOO being just a memecoin
Moo that
Introducing the community vault LP upgrade.
The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions.
Top LONG pairs already capture 20–40% of their underlying stocks’ circulating supply. They drive demand, concentrate liquidity, and generate substantial trading volume through main stock pools (STOKC/USDG pools for example)
Now, community vaults can put their stock liquidity to work directly in those pools.
By reallocating liquidity into USDG/STOCK pools, stock pairs can become the largest LPs supporting the same stocks their communities are built around, capturing more of the upside from the activity they help create and any general stock activities.
LP fees flow back into the vault, where they can be used to compound the same USDG/STOCK LP position and fund upcoming modules.
From driving demand to providing liquidity, earning fees, and building deeper community-owned liquidity over time.
The rollout starts with OG pair vaults, beginning with the highest-value vaults. We’ll gradually expand access to this feature to all pairs on LONG, including pairs without active vaults.
LONG.
gMOO🐮
There is no other way to sugarcoat it. It has been brutal for the entire LONG ecosystem. Despite that, the memory cow is standing with Nate.
Crypto is still largely an attention game, and attention comes and goes. What doesn't change though, is the fundamental thesis that in the end will always find a way to draw attention again. That's why the memory cow believes in Nate and LONG, for they always build, experiment, and grind, based on a central thesis that was already validated by the market.
We had much tougher times before RH even existed, and there is no reason to believe we won't thrive again now that LONG is much better positioned.
The conviction persists - RWA, LONG, and Memory Supercycle
Moo that
The last few days and weeks were extremely painful.
No matter how strong your position is, the market is going to humble you.
Seeing major pairs on LONG taking a massive hit is very painful to me.
We don’t have the luxury to pivot to new assets or metas because the point we’re trying to prove is simple:
Truly fair launches are possible, and the highest upside would come from holding rather than rotating when holding also means you're bootstrapping a new stock token markets.
Pain is important. It means we truly care about this mission. It sharpens us and forces us to change things.
It also means we simply care more than any other platform about our top communities.
But LONG takes a vision and product first approach. We won’t let the pain consume us. We are not going to just obsess with the charts. We can execute and shape reality. And We will never give up.
I see LONG and myself as the final line of defense. And we will keep stepping in tactically and strategically to ensure the survival of the eco as a whole.
Some hopium:
- We’ve shifted major focus to our mobile app development. IMO, we miscalculated macro and needed to do it 2 to 4 weeks ago.
- We’ve onboarded a new team member, a world class consumer app leader who delivered a top 10 consumer app on the App Store.
- In terms of asset health, taking AI as an example here, almost every single bad thing that could have happened over the last few weeks took place. Every other asset would have died 100 times. At the end of the day:
1. During these bad times, we see how our deep liquidity design helps absorb volatility.
2. AI and other pairs have major reserves in community vaults. 400k just in the vault is typically what you would see in an asset 3x bigger that was also bundled.
3. Stock pairs are still the most novel and high upside opportunity the space has had in many years.
- RH is still an incredible chain that offers higher quality assets and has provided opportunities to many people. More stocks and higher TVL are coming, and LONG will be a main beneficiary/facilitator of this as we also build our own distribution to make sure we become a force that makes RH better and aren’t just reliant on it.
I’m confident focusing on how we bring the masses to LONG via the app will bring 1000x the impact. Bigger than everything else we did. It’s also going to be the hardest and most focused effort we’ve had so far, but the reward will follow.
Longfolio.
gMOO🐮
Focus on the upstream of the AI stack, it's that simple.
For short term speculators, the market right now is painful. For people with long term horizon, as long as nothing fundamental has changed, the market presents an opportunity.
Until then, we keep moving, no matter how tough it is.
Moo that
gMOO🐮
Few have realized, this announcement just made Morpho 🤝 LONG the most synergetic RWA duo on RH.
Being accepted as collateral adds important productivity to stock tokens. Meanwhile, it can only scale if the liquidity for those tokens is deep enough.
LONG has done a phenomenal job in growing RWA demand, and consequentially, its liquidity. Aside from facilitating trading activities on stock paired tokens, it also helps strengthen liquidity for stock tokens by LPing community vault assets, $MU from MOO for example.
This perfectly resonates with MOO's mission of being the onchain liquidity layer for $MU, to make the spread small enough so that it makes sense for equity traders to trade onchain.
Market is being tough, both equity and crypto, but the memory cow and LONG continue the mission.
Moo that
Robinhood Stock Tokens are live on Morpho
Users can now use Stock Tokens as collateral to borrow stablecoins.
Any app can integrate credit markets for Stock Tokens, with Morpho as the credit network and Robinhood Chain by @RobinhoodCrypto as the tokenization infrastructure.
gMOO🐮
Frankly, this does not need any further elaboration. Micron is on a completely different level🧠
GG @MicronCEO 👏
We also got the mine now🪙
Moo that
$MU is now investing in critical minerals processing in New York alongside its planned $250B+ U.S. expansion through 2035.
China has restricted key mineral exports before and with over 75% of Micron's 2027 output already committed the challenge is now shifting towards securing materials needed to deliver.
gMOO🐮
Good to see a nice relief on the memory stocks today, especially for Micron🙏
Aside from the Memory Supercycle marching on, a small achievement the memory cow wants to highlight a little bit is that our persistent posting, not just about MOO, much more importantly, about Micron and the memory sector as a whole, is now being regularly picked up by X algo, even during the tough market!
As elaborated before, an essential goal of MOO is to gather the attention from equity traders and bring them onchain @RobinhoodCrypto by consistently creating content around the most exciting sector and asset in equity market - Memory & Micron. Right now, when searching these key words, our content often appears at the top of the search results🔥
Shoutout to the herd that helped us achieve this, no matter you are still with us or not❤️ It may not seem to be something significant, but we made the progress: MOO is finally gaining visibility to the broader audience👀
Job not done, and we aren't going anywhere.
Moo that!
the memory cow retweeted
Memory buyers are locking in supply for the next DECADE.
Google is reportedly in talks to secure memory supply all the way to 2035.
HP and Dell have extended their deals with $MU through 2031.
Micron now has 26 long term agreements covering about 35% of its revenue through 2030.
Customers don't sign 9 year deals when they expect a glut but rather sign them when they are worried about running short.
KeyBanc now sees DRAM contract prices rising 15% to 20% and NAND rising more than 20%.
And $MU still trades at about 5x next year's earnings.
Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE.
On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "maybe a four year problem because there's just not enough supply."
His reasoning is that a new chip fab takes about four years to build, so the capacity being planned today may not produce anything until 2029 or 2030.
That is a STRUCTURAL shortage, and it is exactly what Samsung, SK Hynix and $MU want to hear after the brutal selloff in memory stocks this week.
The more interesting part is how $DELL plans to survive if the AI boom ever busts.
Dell builds just in time, so it isn't sitting on a mountain of inventory or debt like a lot of AI infrastructure players, and the WSJ says that gives it a CUSHION if demand collapses.
One of the biggest buyers of memory in the world is telling you the shortage isn't close to over.
gMOO🐮
"AI bubble" 🫧🫧
The memory cow is not a macro expert and has no idea whether the so called bubble is about to pop.
Bubble or not, the memory cow is still deeply convinced that from a fundamental point of view, there is noting going to change about the insane demand for memory - it is entirely possible that the memory market will decouple from the broader AI sector and resume its parabolic run, predominantly for three reasons.
1. No matter how the market develops in the coming years, all major memory makers have secured a earning floor by having their orders fully booked throughout 2026-2030, with certain orders extending to even 2035.
2. With record earnings and profits, the big three, i.e. Micron, SK Hynix, and Samsung, are at 3x P/E on average, almost unheard of! For reference, Nvidia is at 18x, and Apple 32x, neither of which comes even remotely close to the big three on profit margin.
3. The market may be uncertain, but the AI race is guaranteed to only get more intense, as it is THE determining factor for the future world order. Companies in the AI stack, especially the hardware companies on the upstream of the stack, are going to form another military-industrial complex with nation states, and thrive as the AI war progresses aggressively, regardless of a market bubble or not.
So yes, Memory Supercycle remains.
And yes, Moo that
MicronのフィジカルAI向けの積層型のDRAM
半導体マイクロン、ヒューマノイド向け高性能DRAM「EIM」を開発へ2028年の実用化を予想
マイクロンが、フィジカル（物理的）人工知能（AI）向けのメモリ半導体「エッジ・インファレンス・メモリ（EIM：Edge Inference Memory）」を準備している。
マイクロンのイ・チョル常務は16日、ソウル・江南のCOEXで開催された半導体大展（SEDEX）2026の付帯イベント「ヒューマノイドを動かす半導体」にて、「自動運転、ヒューマノイド、拡張現実（AR）、仮想現実（VR）など、フィジカルAI市場が急速に成長している」とし、「新たな市場に適した製品の開発について、主要顧客企業と議論している」と語った。
EIMは、AI推論に必要なデータを高速で処理できる。ロジックダイ（Die）の上に低消費電力DRAM（LPDDR）を積層する構造で、メモリ内部で演算を行うプロセッシング・イン・メモリ（PIM）とは異なる概念だ。両技術は、AI半導体の隣に配置されてデータ処理効率を高めるという点では共通している。PIMはメモリ内部に演算装置を搭載するが、EIMの演算構造は公開されていない。
EIMはAI半導体とメモリの間に配置され、データ処理の遅延時間（レイテンシ）を短縮し、帯域幅を拡大する。具体的な目標性能は明らかにされていない。マイクロンはLPDDR6にEIMを適用する方式を開発中で、業界が予想する量産時期は2028年下半期だ。
ヒューマノイドは周囲の環境を認識し、自ら行動を判断する。決められた動作を繰り返す従来の産業用ロボットとは異なり、能動的だ。視覚や聴覚、重さ、質感などを把握して制御しなければならない。
ヒューマノイドには、広帯域幅メモリ（HBM）の代わりにLPDDRなどの低消費電力DRAMが活用される。HBMが主に使われるデータセンターとは異なり、バッテリーで駆動するロボットには電力効率が重要となるためだ。しかし、AIモデルの媒介変数（パラメータ）が増加するにつれ、従来のLPDDRだけでは必要なメモリ帯域幅を確保することが難しくなっている。
マイクロンは、将来的にヒューマノイドにもHBMが使用されると予想した。イ常務は「現在のロボット用AIモデルは10億〜20億個規模のパラメータを活用しており、メモリ帯域幅の要求量はそれほど高くない」としつつも、「性能が向上した視覚言語モデル（VLM）などが登場することで、LPDDRだけでは実現が難しくなり、HBMの段階へと移行せざるを得ない」と説明した。
メモリ容量の重要性も高まっている。マイクロンは、今後の高性能ヒューマノイドには200GB規模のDRAMと4TBのストレージが必要になると見通した。現在のサービス用ロボットには、12GBのDRAMと256GBのストレージが使われている。
イ常務は「従来のDRAMとストレージでは、フィジカルAI市場の要求を満たすことは難しい」とし、「ロボットメーカー、チップセット企業、ハイパースケーラーと初期の設計段階から協力している」と述べた。
the memory cow retweeted
HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple which is unusual for memory where prices typically fall as production scales.
That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.
gMOO🐮
You see what Elon did there?💀
The market is never wrong, even when it derails from fundamentals. But sooner or later, the hard stats will have the market correct its course again.
(BTW, 3.6x is about the average of the entire memory sector, except for CXMT, where the "fud" started and got debunked)
Memory Supercycle stays intact.
Moo that
the memory cow retweeted
$DELL CEO Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog and DRAM supply still limiting deliveries.
With new memory fabs unlikely to provide meaningful relief until 2029 or 2030, the 2027 oversupply fears weighing on $MU and $SKHY look really disconnected from what customers are actually seeing.
the memory cow retweeted
According to Korean media, the CXMT 4F² DRAM scare is getting WALKED BACK.
China's CXMT said it would unveil a server DDR5 chip using denser 4F² cells by the end of the year and that news helped crush Samsung and SK Hynix this week.
KB Securities says the DRAM process gap between Korea and CXMT is still about 5 to 7 years, yields, cost and customer qualification matter far more than a launch preview.
Rosenblatt called the near term threat a PAPER TIGER and CXMT also still struggles to get advanced EUV tools because of United States export rules.
Samsung's CTO said at SEDEX that the company is working hard on 4F² itself and mass production for Korea's big chipmakers is still expected later this decade.
Competition from China is real but treating an unveil like mass production is how you end up with a panic sell.
$MU
According to Korean media, one of China's top chip analysts says China is still about 3 years behind Korea in HBM.
Liu Yang, deputy head of research at Shenwan Hongyuan Securities, told Chosun Biz the gap is about 2 years in DRAM and even shorter in NAND.
He called 3 years in HBM the optimistic case while some people inside China think it is longer.
The biggest bottleneck is lithography because Korea and Taiwan can buy the tools they need while China cannot.
He said China is at the stage of holding the gap steady and also said China's AI industry sees its models as 2 to 3 years behind the United States.
That is a very different picture from the one driving this week's selloff in Samsung and SK hynix.
