SanDisk is mentioned as a pure NAND storage play with a different shortage dynamic, suggesting it's part of the broader memory trade but not the primary focus.
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The creator discusses the memory chip market, suggesting that while Micron's story is intact with strong ea...
Jul 19, 2026
The creator discusses the memory chip market, suggesting that while Micron's story is intact with strong earnings and future outlook, SK Hynix presents a more compelling investment opportunity due to its recent Nasdaq listing and a significant valuation discount compared to Micron. The creator highlights SK Hynix's market share in video memory and its potential for buying pressure from passive funds, which could close the valuation gap.
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SK Hynix is presented as a better investment due to its significant valuation discount (8x earnings vs. Micron's 12x) and the upcoming buying pressure from its Nasdaq inclusion.
Micron's business story is intact with strong earnings and future outlook, but it's not the primary investment focus compared to SK Hynix.
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SKHYbuy opened Jul 19, 2026
+4.55%