It is good to know that the AI memory thesis remains strong. Ross Dong also said that the recent corrections in $SK hynix(SKHY)$ represent a technical shakeout rather than a structural failure.
The increased demand from Agentic AI and long term high bandwidth memory or HBM still remains and this current selloff presents a great opportunity for long term investors like me to buy and hold memory stocks like SK Hynix and $Micron Technology(MU)$ .
I have enjoyed watching this Livestream clip and look forward to more great sessions like this to improve my knowledge and skill in trading. Thank you @TBlive for presenting this clip.
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