Repo Coverage / Memory Supercycle
Every covered memory-cycle name in this repo, grouped by chain segment. Research context comes from your local files, while the detail panel hydrates live Yahoo Finance pricing and renders the chart locally with TradingView Lightweight Charts.
Focus areas: HBM leaders, NAND/storage leverage, TCB and packaging bottlenecks, backend memory assembly, and test intensity. The visual supply chain map remains available at Supply Chain Map.