🌟🌟🌟I believe that the memor

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koolgal
09-08 07:30

🌟🌟🌟I believe that the memory giants $SK hynix(SKHY)$ $Micron Technology(MU)$ & Samsung Electronics wil continue to stay relevant for the long haul as they are orchestrating a memory supercycle that is breaking the historical boom and bust cycle.

Why?

The HBM Inelasticity Wall: AI starves without processing speed. The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM.

HBMs takes 4 times longer to manufacture than a standard RAM. Giants like Hynix & Micron are completely sold out through 2027.

The Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations. This means the memory giants have a irreplaceable tollbooth for data centres.

A good way to invest in the memory giants is $Roundhill Memory ETF(DRAM)$ as its top 3 holdings are the memory giants Hynix, Micron & Samsung Electronics. It is low cost & minimises your single stock risks.

@Tiger_comments @TigerStars @Tiger_SG

# The boss asked me to issue coins

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yansuji
·09-08 18:02
History says memory always looks different at the top. If capex comes back faster than AI demand, that supercycle story cracks fast
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NancyZhang
·09-08 18:02
Yield is the missing piece here: HBM stack complexity is brutal, and every wafer pushed to HBM squeezes DDR and NAND capacity too
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1PC
·09-08 23:17
Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762"}],"title":"","html":"<html><head></head><body>🌟🌟🌟I believe that the memory giants <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a><a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>&amp; Samsung Electronics wil continue to stay relevant for the long haul as they are orchestrating a memory supercycle that is breaking the historical boom and bust cycle.\n\nWhy?\nThe HBM Inelasticity Wall: AI starves without processing speed.&nbsp; The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM.&nbsp;\nHBMs takes 4 times longer to manufacture than a standard RAM.&nbsp; Giants like Hynix &amp; Micron are completely sold out through 2027.\nThe Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations.&nbsp; This means the memory giants have a irreplaceable tollbooth for data centres.\nA good way to invest in the memory giants is <a href=\"https://ttm.financial/S/DRAM\"> $Roundhill Memory ETF(DRAM)$ </a>as its top 3 holdings are the memory giants Hynix, Micron &amp; Samsung Electronics.&nbsp; It is low cost &amp; minimises your single stock risks.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟I believe that the memory giants <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a><a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>&amp; Samsung Electronics wil continue to stay relevant for the long haul as they are orchestrating a memory supercycle that is breaking the historical boom and bust cycle.\n\nWhy?\nThe HBM Inelasticity Wall: AI starves without processing speed.&nbsp; The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM.&nbsp;\nHBMs takes 4 times longer to manufacture than a standard RAM.&nbsp; Giants like Hynix &amp; Micron are completely sold out through 2027.\nThe Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations.&nbsp; This means the memory giants have a irreplaceable tollbooth for data centres.\nA good way to invest in the memory giants is <a href=\"https://ttm.financial/S/DRAM\"> $Roundhill Memory ETF(DRAM)$ </a>as its top 3 holdings are the memory giants Hynix, Micron &amp; Samsung Electronics.&nbsp; It is low cost &amp; minimises your single stock risks.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/84b4e94ab39b563bca611592c6c0a762\"></t-t></body></html>","text":"🌟🌟🌟I believe that the memory giants $SK hynix(SKHY)$ $Micron Technology(MU)$ & Samsung Electronics wil continue to stay relevant for the long haul as they are orchestrating a memory supercycle that is breaking the historical boom and bust cycle. Why? The HBM Inelasticity Wall: AI starves without processing speed. The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM. HBMs takes 4 times longer to manufacture than a standard RAM. Giants like Hynix & Micron are completely sold out through 2027. The Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations. This means the memory giants have a irreplaceable tollbooth for data centres. A good way to invest in the memory giants is $Roundhill Memory ETF(DRAM)$ as its top 3 holdings are the memory giants Hynix, Micron & Samsung Electronics. It is low cost & minimises your single stock risks. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":5,"favoriteSize":0,"link":"https://ttm.financial/post/605334532935760","repostId":0,"isVote":1,"tweetType":1,"viewCount":721,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DRAM","SKHY","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":809,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":605490241704744,"commentId":"605490241704744","gmtCreate":1788861751803,"gmtModify":1788921664892,"authorId":9000000000000728,"author":{"id":9000000000000728,"idStr":"9000000000000728","authorId":9000000000000728,"name":"yansuji","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":605334532935760,"objectIdStr":"605334532935760","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"History says memory always looks different at the top. If capex comes back faster than AI demand, that supercycle story cracks fast","text":"History says memory always looks different at the top. If capex comes back faster than AI demand, that supercycle story cracks fast","html":"History says memory always looks different at the top. If capex comes back faster than AI demand, that supercycle story cracks fast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":605490126558680,"commentId":"605490126558680","gmtCreate":1788861751703,"gmtModify":1788921664765,"authorId":9000000000000461,"author":{"id":9000000000000461,"idStr":"9000000000000461","authorId":9000000000000461,"name":"NancyZhang","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":605334532935760,"objectIdStr":"605334532935760","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Yield is the missing piece here: HBM stack complexity is brutal, and every wafer pushed to HBM squeezes DDR and NAND capacity too","text":"Yield is the missing piece here: HBM stack complexity is brutal, and every wafer pushed to HBM squeezes DDR and NAND capacity too","html":"Yield is the missing piece here: HBM stack complexity is brutal, and every wafer pushed to HBM squeezes DDR and NAND capacity too","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":605567159472848,"commentId":"605567159472848","gmtCreate":1788880640878,"gmtModify":1788880883585,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 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href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Nice Sharing 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","html":"Nice Sharing 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}