$SK hynix(SKHY)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ The level of foreign buying in memory stocks is really something. SK Hynix seems to have its own unique role in all this. There are so many profitable companies out there that you'd think the broader indexes would be performing much stronger. It feels like a combination of factors—political tensions, geopolitical conflicts, weather disruptions, inflation, and economic inequality—are all weighing things down. And then you have commentators shouting about a bubble.
It's a bit ridiculous to suggest buying one specific group of stocks over another, but that's just how the market is behaving right now. This polarization is happening everywhere. It's pretty clear there are groups with significant capital trying to create that same kind of division in the stock market, similar to what we see in politics.
From where I stand, once the current volatility settles, I think a focus on memory stocks, followed by broader chip stocks, and then hyperscalers and cloud companies, in that order—but owning all three groups—could be a solid approach for the next decade. Of course, you still need to diversify across other sectors for safety, and there are plenty of winners beyond just AI.
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