However, I understand why the stock barely reacted despite the strong results. Expectations are already high, and competition from Samsung and $SK hynix(SKHY)$ is increasing. I will pay close attention to inventory levels, HBM market share, and whether future earnings can continue to exceed expectations.
For me, the AI memory trend still has room to run, but I will avoid chasing the rally blindly. I prefer to stay disciplined, monitor the fundamentals, and consider adding on meaningful pullbacks. Strong growth is encouraging, but risk management remains essential!
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