# hyperscaler capex — X 热门讨论 (2026-09-30 06:36 UTC)
## @TradexWhisperer (Trade Whisperer) · 09-30 05:59 · ♥39 ↻3 💬7 $MU at 6.7x
Is the market really pricing in all of this?
-5 year long term agreements -A worse DRAM shortage in 2027 -HBM4E eating 4x the wafers -Hyperscaler capex still rising into 2027 and 2028 -100% of excess cash to buybacks after Dec 9th https://t.co/e30hnacpAu https://x.com/TradexWhisperer/status/2105175598163546145