$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up 80% to 100% in th

Guess like we found out why Elon has been going on a crusade against memory in his recent posts. $SKHY and Samsung have been price hiking memory too much? https://t.co/r3sTYkd7TX

Wow this is sad to see Korean markets with $SKHY / Samsung crash like this. Special thanks to $AVGO CEO adding fuel the fire… Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s

I’ve actually entered positions in many tiny Korean companies recently… That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies. It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs, memory, and others that

Since people are having fun speculating on $SKHY CPO roadmap supply chains. I'm gonna do my own guess and say SK Hynix is evaluating Celestial/Ayar. Then doing heavy evaluation into microLEDs past first-gen deployments. Both have been kinda working on it for awhile. - Ayar shown up in SK hynix'

I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech like $MRNA, so maybe we'll see a faster recovery. Aside from that just some TLDR stuff: - $EWY up, primarily from SK Hynix buybacks (they're just too profitable), and Samsung Foundry roughly ~10-15% price hikes. - $S

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Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With deman

US Government urges $AAPL not to buy Chinese memory chips. $MU, $SKHY, and Samsung are happy to hear this... Hilariously enough, CXMT/YMTC is price hiking too, so it's not exactly "cheap Chinese memory that floods the market". Apple once upon a time actually had extreme supplier leverage before

Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve seen.

A MESSAGE TO THE AI BEARS When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.” The reason these suppliers trade at such low multiples is preci

For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. 2.5% currently is the US ADR stock,

Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRA

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SK Hynix’s $SKHY U.S. listing is reportedly “multiple times oversubscribed” (Bloomberg) It has drawn strong early demand from notable investors & firms like Situational Awareness LP, run by Leopold Aschenbrenner