The next memory trade is still the memory trade (receipts from one year ago included)
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 …