The retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ , and $Micron Technology(MU)$ remain key beneficiaries of rising AI infrastructure spending and growing demand for HBM.
For June, I favor the memory and HBM super-cycle. NVIDIA's results continue to show strong AI demand, and memory remains one of the most important components powering the next wave of AI growth. Any pullback in quality AI names would be an opportunity for me to accumulate more shares.
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