Price targets are getting interesting. Rosenblatt has it at $320.
Cantor Fitzgerald sees AI bit demand staying strong into 2029, while UBS is pointing to agentic AI as another potential demand driver. That's the part I'm watching.
If AI infrastructure demand keeps expanding beyond today's hyperscaler buildout, the memory story could have a much longer runway than the market expects. $SK hynix(SKHY)$ is one I'm keeping firmly on the radar.
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