The creator advises against buying Micron at current prices due to the cyclical nature of the memory market and potential oversupply.
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The creator discusses the memory stock sector, highlighting SK Hynix and Micron. While acknowledging the AI...
Jul 10, 2026
The creator discusses the memory stock sector, highlighting SK Hynix and Micron. While acknowledging the AI demand, they express caution due to the cyclical nature of the memory market and recent negative gross margins, suggesting that current prices may not be attractive.
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The creator advises against buying SK Hynix at current prices due to the cyclical nature of the memory market and potential oversupply.
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