If I had to rank the next 30 d

If I had to rank the next 30 days, my picks are 1) MU, 2) SK Hynix, 3) SNDK.

MU is my favorite because it offers the cleanest exposure to AI-driven HBM and DRAM demand, while tight supply and strong pricing could continue supporting margins and earnings.

SK Hynix comes second because HBM remains its biggest weapon, with hyperscaler AI spending still expanding. The main risk is valuation and Korea-market volatility.

SNDK has the strongest momentum, but after its massive YTD rally, chasing the stock becomes increasingly risky. I would rather wait for a pullback than blindly follow the breakout.

For the next leg, I believe pure-play AI memory demand is the strongest theme. AI servers need dramatically more memory, while meaningful new capacity takes years to build. The shortage may eventually normalize, but for now, the supply-demand imbalance remains powerful.

@TigerObserver [你懂的]

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The main risk is valuation and Korea-market volatility.\nSNDK has the strongest momentum, but after its massive YTD rally, chasing the stock becomes increasingly risky. I would rather wait for a pullback than blindly follow the breakout.\nFor the next leg, I believe pure-play AI memory demand is the strongest theme. AI servers need dramatically more memory, while meaningful new capacity takes years to build. The shortage may eventually normalize, but for now, the supply-demand imbalance remains powerful.\n<a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a> [你懂的]</body></html>","htmlText":"<html><head></head><body>If I had to rank the next 30 days, my picks are 1) MU, 2) SK Hynix, 3) SNDK.\n\nMU is my favorite because it offers the cleanest exposure to AI-driven HBM and DRAM demand, while tight supply and strong pricing could continue supporting margins and earnings.\nSK Hynix comes second because HBM remains its biggest weapon, with hyperscaler AI spending still expanding. The main risk is valuation and Korea-market volatility.\nSNDK has the strongest momentum, but after its massive YTD rally, chasing the stock becomes increasingly risky. I would rather wait for a pullback than blindly follow the breakout.\nFor the next leg, I believe pure-play AI memory demand is the strongest theme. AI servers need dramatically more memory, while meaningful new capacity takes years to build. The shortage may eventually normalize, but for now, the supply-demand imbalance remains powerful.\n<a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a> [你懂的]</body></html>","text":"If I had to rank the next 30 days, my picks are 1) MU, 2) SK Hynix, 3) SNDK. MU is my favorite because it offers the cleanest exposure to AI-driven HBM and DRAM demand, while tight supply and strong pricing could continue supporting margins and earnings. SK Hynix comes second because HBM remains its biggest weapon, with hyperscaler AI spending still expanding. The main risk is valuation and Korea-market volatility. SNDK has the strongest momentum, but after its massive YTD rally, chasing the stock becomes increasingly risky. I would rather wait for a pullback than blindly follow the breakout. For the next leg, I believe pure-play AI memory demand is the strongest theme. AI servers need dramatically more memory, while meaningful new capacity takes years to build. 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