$SK hynix(SKHY)$ So Wall Street didn't like Google and Amazon's earnings, and now suddenly memory demand isn't running at double production like SK Hynix reported? Hyperscalers are still raising CapEx. Wall Street doesn't seem thrilled about that either, but that money is going somewhere regardless. Not hard to see where.
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**Expectations:** Dominance in High-Bandwidth Memory (HBM4/HBM3E) drives record earnings, with AI-driven capacity sold out through 2029, though long-term growth faces potential Chinese supply expansion risks.