- Entry
- $964.94
- Now
- $849.33 -12.0%
- Target
- —
- Score
- —
For context, I was pitching SK hynix one year ago Jun 2025. I was pitching SK, Micron, SanDisk (and Qualcomm) Jan 2026 again https://www.reddit.com/r/stocks/s/APCJwmjU20 https://www.reddit.com/r/ValueInvesting/s/Luvl4kY8Hy https://www.reddit.com/r/ValueInvesting/s/QcraWYZtJx https://www.reddit.com/r/stocks/s/fILYpK6Ivo (I was extremely lucky with fate and Providence, rather than any skill on my part) I would still pitch the 3 big memory players - SK Hynix ($SKHY) Samsung and Micron ($MU) today. The core reason being forward P/Es are single digit (around 7-8x), unheard of in this space. The reason is because …
— ORIGINAL POST ·
The next memory trade is still the memory trade (receipts from one year ago included)
· r/stocks
· Jul 11, 2026