- Entry
- $973.00
- Now
- $1,092.50 +12.3%
- Target
- —
- Score
- —
DRAM fundamentals still look bullish: massive capex, tight supply, and strong AI/HBM demand. Yet Micron, SK Hynix keep trading sideways. My copium is that Iran war is weighing on sentiment. Otherwise, is the supercycle already priced in with memory cycle peaking and market now expects nothing less than actual returns on AI?
— ORIGINAL POST ·
South Korea proposes record $597 billion 2027 budget to supercharge AI investment 🔥
· r/wallstreetbets
· Sep 1, 2026