@koolgal：
🌟🌟🌟I am firmly bullish on the continuation of the $SK hynix(SKHY)$ memory supercycle. Let's laugh at the idea of Big Tech "cutting back" on memory expenses & pretend that Google or Meta will stop buying HBM because it costs more . It is like expecting a Formula 1 team to buy cheap tyres to save a few bucks. In the AI arms race, coming in 2nd place is the same thing as coming in last. The demand for memory isn't a luxury. It is a hard physical constraint of computing. A single advanced NVIDIA GPU cluster requires more HBM stacks layered together just to keep the processor from starving for data. SK Hynix isn't just sitting in Korea hoping for the best. They are expanding into Indiana US to secure a geopolitical supply chain to the biggest tech buyers on Earth. The memory supercycle isn't on the verge of collapsing due to price increases. The increase is a result of historical shortage. SK Hynix is the King of memory stocks. @Tiger_comments @TigerStars @Tiger_SG
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