← Damnang2Trade on Hyperliquid →
in postLONG
“In celebration of Micron's insane earnings report, I'm sharing this article once again.”
@damnang2
Micron's blowout earnings confirm memory has re-rated from cyclical to structural growth, driven by AI data center demand.
MULONG@ $1,213.99
$815.77-32.80%
since call Jun 25
in postLONG
“Memory is no longer an industry you analyze by the cycle. It's one you read by understanding structural change.”
@damnang2
SK Hynix, as the dominant HBM supplier, benefits from memory's structural re-rating as AI hyperscalers lock in long-term supply agreements.
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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