🌟 $SK hynix(SKHY)$ vs $Micron

🌟 $SK hynix(SKHY)$ vs $Micron Technology(MU)$ : Which is a better investment?

SKHynix - The Leadership Trend: Hynix isn't just following the trend. It is THE Trend. Hynix holds a 50% monopoly on global HBM supply combined with NVIDIA's validation. With a forward P/E ratio of just 11.6x, Hynix provides exposure to AI accelerators without the steep valuation premium compared to Micron.

Micron - The Challenger: It has staged a monumental operational rally with massive multi year contracts with cloud hyperscalers to lock in long term revenue commitments.

However aggressive scale expansion has forced Micron to reroute valuable wafer capacity into lower margin DRAM to gain volume & threatening its overall profit margin.

My Take: Why not invest in $Roundhill Memory ETF(DRAM)$ which includes both Hynix & Micron plus 26 more memory stocks like SanDisk & Kioxia? DRAM ETF is low cost and diversified, minimising risk on single stocks.

@Tiger_comments @Tiger_SG @TigerStars

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Should the Fed FOMC + Big Four be safe from earnings week? 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DRAM ETF is low cost and diversified, minimising risk on single stocks. @Tiger_comments @Tiger_SG @TigerStars","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/606042818614416","repostId":0,"isVote":1,"tweetType":1,"viewCount":223,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DRAM","SKHY","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":824,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606042818614416"}