Bullish on SK Hynix. The AI co

Bullish on SK Hynix. The AI conversation has been dominated by compute, but compute without memory is like a sports car stuck in traffic. Every new generation of AI models requires more parameters, larger datasets and faster inference speeds, all of which increase demand for advanced memory solutions. If GPUs are the brains of AI systems, HBM is the nervous system connecting everything together. Investors underestimated GPUs before, and I believe many are underestimating memory today. The ADR listing could be a turning point because it introduces SK Hynix to a much broader investor audience. The question is no longer whether AI needs more memory, but whether suppliers can produce enough of it fast enough. @deal2deal

Samsung Just Set a Record — So Why Did Memory Stocks Sell Off?

Memory was among Thursday's hardest hit: SanDisk -4.90% to $1,609.46, Micron -4.79% to $1,035.84, SK Hynix -4.35% to $170.50 — despite Samsung's record quarter, operating profit near 107.4 trillion won (about $80 billion), its first above 100 trillion. Markets focused on deceleration: analysts read the record as also signaling slower momentum, with memory price gains narrowing. Bulls point to absolute earnings power; bears say cyclicals trade on the second derivative, so a record alongside deceleration gets priced as the latter. Record profit, slowing growth — is memory peaking?

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