$SK hynix(SKHY)$ Micron is up

$SK hynix(SKHY)$ Micron is up 27% today, and $Micron Technology(MU)$ rose with it. It seems the smart money recognizes the game has changed.

Giving U.S. investors a direct HBM play doesn't cap Micron; it lifts the entire group by erasing the "Korea discount." The market cap ceiling could rise for everyone, turning a previous overhang into a significant tailwind.

HBM remains completely sold out through 2027.

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