← Ben BajarinTrade on Hyperliquid →
“I'm not helping the memory segment sentiment with this chart, I know.”
@BenBajarin
SK Hynix, the HBM market share leader, is at estimated peak operating income during the AI/HBM super cycle with the supply window open through 2026
SKHXLONGIDEA · NOT YET PRICED
“this is how they invest in capacity expansion, and RND for faster node shrinks, both which add significant capacity '28 and beyond”
@BenBajarin
Micron's operating income is going parabolic in the AI/HBM super cycle, with capacity additions fueling earnings through 2026
MULONG@ $1,130.36
$813.11-28.07%
since call Jun 27
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