Stock market investors were eagerly anticipating Space Exploration Technologies' (SPCX -0.13%) first earnings report as a publicly traded company on Tuesday afternoon, and the company had plenty of news to share. However, Musk also shared some nuggets on memory stocks that Micron (MU +0.48%) investors will want to hear. Ask yourself, is the demand increasing by 20% a year? If you have got demand increasing much faster than supply, Economics 101 would suggest that the price increases." Micron looks like a good bet to move higher as the memory sector tightens.