← JukanTrade on Hyperliquid →
in postLONG
“China will not threaten memory's bull market in 2026/7 owing to tech gap”
@jukan05
SK Hynix, the top HBM supplier, benefits from memory prices rising 2-3x above consensus while China cannot compete through 2027.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“memory prices are expected to rise 40–50% QoQ in 3Q26, followed by another 30–40% QoQ increase in 4Q26”
@jukan05
Memory prices set to rise 40-50% QoQ in 3Q26, far above consensus, driving massive upside to Micron earnings.
MULONG@ $1,160.95
$814.50-29.84%
since call Jun 22
TIMESTAMPS
in post
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