Between, I view SK hynix as the higher-risk, higher-reward pure play on AI memory demand, while Samsung is the more diversified & resilient option. SK hynix benefits more directly from Nvidia-driven HBM demand but is also more exposed if AI capex slows or pricing weakens.
On the bubble question, I don’t see a full top yet, but I do see a late-cycle phase with elevated FOMO and volatility. The fundamentals are still strong, but selectivity matters more as sharp corrections become more common.
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