And Boom! NAND, DRAM, HBM, all levitating like X-wings out of the swamp.
But here is the thing that makes this 9% pop feels different: It wasn't hype. It was the market finally admitting what the smart investor already knows - HBM is the new oil & SK Hynix is running the refinery.
Still even after a jump like that, the emotional investor in all of us wants to jump in, lightsaber first. But the wiser part raises an eyebrow and says "Easy young Padawan. Even Jedi needs cooldown periods.
Momentum is strong. AI demand is wild. HBM is sold out like Taylor Swift tickets. But stocks don't move in a straight line even if they are powered by the Force.
If you believe in SK Hynix, the Storage Jedi, memory supercycle is a multi season epic.
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- icycrystalยท08-13 12:39thanks for sharing1Report