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Total posts
10065
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3055
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48.7%
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Sk Hynix is a huge opportunity

REDDIT / ev0lii / Aug 27, 2026

Sk Hynix is one of the cleanest ways to play the AI memory cycle right now : The company dominates HBM, the high bandwidth memory that NVIDIA relies on for its most advanced GPUs, and supply is still tight. NVIDIA …

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Supply constraints Nvidia

REDDIT / YourPalJake / Aug 27, 2026

So, yesterday during the investor call for Nvidia I have noticed that Jensen has not answered concretely what kind of impacts the current "political trends" heavily skew more towards stopping the data center buildout on both sides as it has …

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