the SK Hynix debut headline was +14%, but the real signal was them saying memory stays undersupplied through 2030, and Samsung pulling its Yongin fab forward to 2029 to catch up. supply can't meet demand for 4+ years. that's the whole memory bull case in two data points. holding my $Roundhill Memory ETF (DRAM.US)$ basket, adding on any dip.
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