Memory stocks are surging righ-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Memory stocks are surging right now. AI demand is running into a tightening memory supply chain, which sets up a strong backdrop for the industry. SK Hynix just posted massive results that show how profitable this cycle could get.

Revenue came in at $73B, up 328% YoY. Operating profit was $58B, up 632% YoY. Operating margin hit 80%. DRAM and HBM supply is still constrained, and long term agreements already cover more than 50% of 2027-2028 production capacity.

SK Hynix sees DRAM demand growing 25% and NAND demand growing 18% in 2027, with supply constraints potentially lasting through 2030.

From where I stand, this is becoming much bigger than just an HBM trade. AI infrastructure is tightening the entire memory supply chain, which creates favorable conditions for $Micron Technology(MU)$ , Samsung and SKHY.

If pricing stays strong and supply remains constrained, earnings estimates across the sector could keep moving higher. SKHY expects the memory supply shortage to persist through 2030.

$SanDisk Corp.(SNDK)$ DRAM.X $Invesco QQQ(QQQ)$

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AI demand is running into a tightening memory supply chain, which sets up a strong backdrop for the industry. SK Hynix just posted massive results that show how profitable this cycle could get.</p>\n<p>Revenue came in at $73B, up 328% YoY. Operating profit was $58B, up 632% YoY. Operating margin hit 80%. DRAM and HBM supply is still constrained, and long term agreements already cover more than 50% of 2027-2028 production capacity.</p>\n<p>SK Hynix sees DRAM demand growing 25% and NAND demand growing 18% in 2027, with supply constraints potentially lasting through 2030.</p>\n<p>From where I stand, this is becoming much bigger than just an HBM trade. AI infrastructure is tightening the entire memory supply chain, which creates favorable conditions for <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>, Samsung and SKHY.</p>\n<p>If pricing stays strong and supply remains constrained, earnings estimates across the sector could keep moving higher. SKHY expects the memory supply shortage to persist through 2030.</p>\n<p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a> DRAM.X <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/a33a84bd8c5d45cea9a0a6d98e4ba692\" tg-width=\"1342\" tg-height=\"852\"></p></body></html>","htmlText":"<html><head></head><body><p>Memory stocks are surging right now. AI demand is running into a tightening memory supply chain, which sets up a strong backdrop for the industry. SK Hynix just posted massive results that show how profitable this cycle could get.</p>\n<p>Revenue came in at $73B, up 328% YoY. Operating profit was $58B, up 632% YoY. Operating margin hit 80%. DRAM and HBM supply is still constrained, and long term agreements already cover more than 50% of 2027-2028 production capacity.</p>\n<p>SK Hynix sees DRAM demand growing 25% and NAND demand growing 18% in 2027, with supply constraints potentially lasting through 2030.</p>\n<p>From where I stand, this is becoming much bigger than just an HBM trade. AI infrastructure is tightening the entire memory supply chain, which creates favorable conditions for <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>, Samsung and SKHY.</p>\n<p>If pricing stays strong and supply remains constrained, earnings estimates across the sector could keep moving higher. SKHY expects the memory supply shortage to persist through 2030.</p>\n<p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a> DRAM.X <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/a33a84bd8c5d45cea9a0a6d98e4ba692\" tg-width=\"1342\" tg-height=\"852\"></p></body></html>","text":"Memory stocks are surging right now. AI demand is running into a tightening memory supply chain, which sets up a strong backdrop for the industry. SK Hynix just posted massive results that show how profitable this cycle could get. Revenue came in at $73B, up 328% YoY. Operating profit was $58B, up 632% YoY. Operating margin hit 80%. DRAM and HBM supply is still constrained, and long term agreements already cover more than 50% of 2027-2028 production capacity. SK Hynix sees DRAM demand growing 25% and NAND demand growing 18% in 2027, with supply constraints potentially lasting through 2030. From where I stand, this is becoming much bigger than just an HBM trade. AI infrastructure is tightening the entire memory supply chain, which creates favorable conditions for $Micron Technology(MU)$ , Samsung and SKHY. If pricing stays strong and supply remains constrained, earnings estimates across the sector could keep moving higher. 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