koolgal
07-10 07:42
🌟This is a total valuation reset which means the stock market is finally changing how it values companies for the long term.

In the past memory chips were treated like simple commodities, similar to corn or oil.  Prices went up when everybody bought new phones and crashed when companies made too many chips.

AI has completely broken that old cycle.  New AI memory (HBM) is specialised , custom built and completely sold out years in advance.

For me the best choice would be A: HBM Leaders like $SK hynix(SKHY)$ and $Micron Technology(MU)$ is the smartest place to put my hard earned money.

Because memory chips are in such high demand, the HBM leaders have all the power to raise prices.  This means that chipmakers like SK Hynix, Samsung Electronics & Micron get to keep their massive profits while the server makers (Choice D) such as SMCI, Dell see their profit margins squeezed due to increased costs.

Memory is the new Fuel & I want to be part of this.

@Tiger_comments @Tiger_SG

@Tiger_comments：Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
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Comments

  • wavyloo
    07-10 18:02
    wavyloo
    HBM3E ramp still looks undercalled to me. SK hynix and Micron guides probably surprise higher
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