- Entry
- $746.81
- Now
- $864.16 +15.7%
- Target
- —
- Score
- —
Not financial advice. The bullish case for DRAM/memory stocks is strong: AI demand is huge, HBM is supply-constrained, and companies like Micron, SK hynix, and Samsung are performing well. The market seems to be treating today’s shortage as if it will become a permanent new normal. Maybe it will. But memory has historically been **one of the most cyclical parts of semiconductors**. When pricing is tight, margins explode. When supply catches up or demand pauses, margins can fall brutally fast. …
— ORIGINAL POST ·
DRAM Hype appear to be the Next Bubble, Even Though the Bull Case Is Real. The trade is becoming crowded. Growth and Margins Unsustainable.
· r/investing
· May 11, 2026