The "Big Three" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing In terms of advance HBM, SK Hynix hold the crown, followed by Micron & Samsung. So, it is not a competition ground for the Chinese...yet. For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands. We are not talking about the usual memory in our small daily gadgets or memory cards. Thus, until people realise the difference, market noise will be there and the volatility. Any pull backs could be an entry opportunity. Within intrinsic
Yup. The bull will charge again. Every data center needs not just the energy but also the memory to store these data. Aren't they building more data centres? It cant be left empty but to be filled with MEMORIES! 😆
Anything can happen. Selfishly, I hope to see a pull back first for me to add more. No doubts, it is going to move up with more positive news on Robotaxis and more.
I hesitate to chase at current high. Market is a bit too volatile now. I believe the upcoming result will be good but suspect it has been priced in and could be range bound. I am watching the effect of the war & expenses, these are some key factors that might pull back the bull charge.
I'd hold: DBS With quarterly dividends that's been assured for next foreseeable few quarters, good wealth management growth, it's my top pick. I love to use their digital banking under the wealth management too. It's so convenient. So, I'll invest business that I am using. Are you a DBS client too? 😊
I'm predicting that ocbc performance is close to dbs. All 3 banks should do well in wealth management segment. UOB could be a black horse if there's no change to last qtr's provision, and if it registers low credit loss. Outperform or under perform may largely depemds on it.
I'll think that Google is going to breakout above $400 within this year, given the current successful AI investment that is widely used already. As a user, I love Gemini, I love Google-ing. I am also paying for it's cloud service too. Who is not a Google user, thumbs up here. Lol! Plus, the shares they hv in Space stock... yes!
1. I think OCBC will close at SGD22.8 on May 9 (Friday after earnings) 2. I think UOB will close at SGD35.8 on May 8 (earnings day) 3. Will OCBC or UOB match DBS's wealth management fee surprise? Yes