Purchasing my home was the biggest investment I’ve ever made. Besides its appreciation in value over the years, it gave my family stability and a place to create countless memories. I realized that not every investment should be measured only by dollars and cents—some provide emotional returns that are priceless. A home is both a financial and emotional investment. @deal2deal
Investors often group all memory companies together because history tells us memory is cyclical and commoditized. But AI may be creating a new category within memory itself. HBM is not standard DRAM competing purely on price. It requires advanced packaging, manufacturing expertise and years of customer qualification. Those barriers create a moat that many investors may be underestimating. The market once valued cloud companies differently from traditional software companies because their economics were different. Perhaps AI memory leaders deserve a different valuation framework from traditional memory businesses as well. Bullish on SK Hynix.