SK Hynix's CEO predicts a worsening memory shortage due to AI demand, suggesting supply cannot meet demand and will keep prices high past 2027, implying the stock is undervalued.
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The creator argues that the memory trade is not over, citing two key points for Micron and SK Hynix. First,...
Jul 21, 2026
The creator argues that the memory trade is not over, citing two key points for Micron and SK Hynix. First, Micron's potential for a large share buyback funded by strong cash flow suggests its stock is undervalued. Second, SK Hynix's CEO predicts a worsening memory shortage due to AI demand, indicating that supply cannot keep up and will keep prices high past 2027, implying these stocks are undervalued.
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Micron's potential to buy back over 40% of its shares by 2028, funded by $400 billion in cash flow, indicates its stock is undervalued.