The creator prefers Micron over SK Hynix due to its US domicile and avoids investing in both similar companies, holding Micron as their preferred bet in the memory chip space.
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$MU Analysis: SK Hynix on Nasdaq, AI & Hyperscaler Spending
Jul 16, 2026
The creator discusses Micron and SK Hynix, noting their similar business models and exposure to AI and memory chip prices. While both are expected to have low forward PEs (5-10), the creator prefers Micron due to its US base, avoiding the complexity and risks associated with SK Hynix's ADR listing. The creator does not see a substantial discount in SK Hynix to warrant investing in it over Micron.
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