Bullish on SK Hynix. The AI co

Bullish on SK Hynix. The AI conversation has been dominated by compute, but compute without memory is like a sports car stuck in traffic. Every new generation of AI models requires more parameters, larger datasets and faster inference speeds, all of which increase demand for advanced memory solutions. If GPUs are the brains of AI systems, HBM is the nervous system connecting everything together. Investors underestimated GPUs before, and I believe many are underestimating memory today. The ADR listing could be a turning point because it introduces SK Hynix to a much broader investor audience. The question is no longer whether AI needs more memory, but whether suppliers can produce enough of it fast enough. @deal2deal

Memory Prices Up Over 500% — Does That Still Count as Good News?

Memory rallied Thursday on a line from Intel's CEO: memory prices are up more than 500%. Micron +5.50% to $977.50, SanDisk +6.21% to $1,614.39, SK Hynix +4.64% to $182.99. Intel led them all, +7.67% to $108.80, on a second day of the SK Hynix foundry reports, which several outlets say is still not a deal. Wednesday the foundry rose 4% and memory sat still; Thursday memory caught up. Worth noting who said it. The 500% is a buyer describing what it now pays, not a seller reporting what it now earns. Same sentence, read as a cost complaint and as a bull case. Which is it?

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