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$MU · Micron up 150% on AI memory cycle, still low PE due to supply constraints
now playing · $MU
$MU···bullish· high· posjosh kale
Micron up 150% on AI memory cycle, still low PE due to supply constraints
Micron is the US-listed pure-play memory beneficiary, up 150% since Luminous's call last year, with astoundingly low PE ratios because physical supply cannot keep up with AI deman…
$000660.KS···bullish· high· posejaaz
SK Hynix dominates HBM with 60% share and 72% margins, NASDAQ IPO 4x oversubscribed
SK Hynix controls 60% of HBM market, works directly with Jensen Huang on custom memory, achieves 72% gross margins, and upcoming NASDAQ listing (SKNY) is 4x oversubscribed with Le…
$DRX···bullish· medium· posejaaz
DRAM ETF provides US investors exposure to Korean memory giants Samsung and SK Hynix
US investors cannot easily access Korean-listed Samsung and SK Hynix directly, but the DRAM ETF offers a basket holding the top memory companies.
$005930.KS···bullish· highejaaz
Samsung surpasses Nvidia as world's most profitable company on AI memory monopoly
Samsung's memory division generates 94% of profits, holds #2 position in HBM with 52% margins, and benefits from structural AI-driven memory shortage where demand outpaces supply…
$NVDA···neutral· mediumejaaz
Nvidia profits ($53B) eclipsed by Samsung memory profits ($58.5B) in Q2
Nvidia's GPU revenue is now smaller than Samsung's memory profits, illustrating the value capture shift to the memory bottleneck in AI infrastructure.
$AAPL···bearish· mediumejaaz
Apple raises MacBook prices $200-1300 as HBM consumes 4x wafer capacity vs consumer DRAM
Apple is a victim of memory shortage: HBM production consumes 4x the wafer capacity per GB vs regular DRAM, forcing consumer device price hikes across MacBook Air, Pro, and Studio…
$CXMTneutral· lowejaaz
Chinese memory maker CXMT oversold to domestic AI labs, no spare supply for Apple
Apple is attempting to source from China's CXMT as alternative to Korean duopoly, but CXMT is capacity-constrained serving Chinese AI labs and faces US export control complication…