$MU SK Hynix could easily double from current levels - $DRAM is the play.

1. HBM remains the critical bottleneck for high-speed inferencing.

2. LLM architectures have not changed significantly since the DeepSeek release.

3. Storing user memory and incorporating it using RAG requires a ton of SSD/NAND

4. These points appear to hold for the next year.

5. DRAM is a solid play to capture this structural tailwind that could push $MU and SK Hynix to $2T (2x current market cap).