- Entry
- $825.03
- Now
- $896.96 +8.7%
- Target
- —
- Score
- —
YTD gains: * MU +126% * SK Hynix +146% * Samsung +121% Why is it happening: * 3 companies control 95%+ of the global memory market * AI servers use 10x more memory than traditional servers * HBM demand crushing supply — 2026 high-end memory sold out, orders into 2027 Cycle has legs. 2026 sold out, orders into 2027. But valuation is rich — upside needs continued AI capex growth. DRAM for pure memory bet. EWY for less volatility. KORU …
— ORIGINAL POST ·
Memory supercycle is here. What's next?
· r/swingtrading
· May 11, 2026