Bears thought the memory trade was cooling down, but Micron’s CEO just completely reset the sector. Sanjay Mehrotra dropped a massive reality check by revealing that humanoid robots will pack 10x the memory of an average L2+ autonomous vehicle. He’s calling for a "multi-decade memory demand cycle" to kick off in the late 2020s. Everyone was hyped for AI data centers and self-driving cars, but humanoid tech is making them look like the warmup act(Lark Davis)