reddit_wallstreetbetsnew · 2026-08-24 · Bullish AI sentiment
The memory cycle is real but I feel SK Hynix is getting not enough recognition for the HBM leadership role. Their earnings would be crushing so hard if they had not locked in long term pricing for HBM. The long term HBM agreements however should give them a much higher multiple in my opinion. If you don't know what HBM is, put down your crack pipe and do some f'ing research. submitted by /u/Traditional-Chip8339 [link] [comments]
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