Jukan — sniff.trade

4 trades tracked · Jukan · 1mo agoview on X

@jukan05

HBM satisfies 2.5 of 3 cycle-escape conditions; SK Hynix — the dominant HBM supplier — re-rates with AI memory for at least 5 years

SKHSKHXLONGIDEA · NOT YET PRICED

@jukan05

DRAM escapes its commodity cycle as agentic AI drives server DRAM demand to 96 EB by 2030 vs today's 47 EB total supply; Micron is the US pure-play

MUMULONG@ $1,197.90

$812.94-32.14%

since call Jun 25

@jukan05

CPU TAM forecasts keep doubling as agentic AI shifts compute ratios; AMD is directly named as a CPU demand beneficiary reporting actual demand spikes

AMDAMDLONG@ $539.62

$483.10-10.47%

since call Jun 25

peak +6.0%

@jukan05

NAND SSD enters its own super-cycle as KV cache offloading, AI video, and agentic sandboxes drive structural demand; downcycle pushed past 2030

SNDSNDKLONG@ $2,376.10

$1,234.60-48.04%

since call Jun 25

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