Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K -> 2.685M KRW (+215.5%)
Samsung 172K -> 362K KRW (+110.7%)
If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028.
Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc."
Probably same thing now with optical names and their projections into 2027, 2028.
I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.
Remember, during today's literal cage match on the White House grounds:
No matter what, it's not his house. It's our house.
Get a hat, coaster, or sticker to support groups and candidates who will respect the form AND the function of the people's house. https://t.co/yGDgJciDQZ
Generation after generation, men and women put on the uniform knowing the risk — and went anyway knowing they might not come home. Knowing their families would carry that for the rest of their lives.
To the families still carrying that weight — I see you. The pain doesn’t go away, but neither does the pride.
Freedom has never been guaranteed. It has to be earned, defended, and sometimes paid for in the hardest way imaginable. Today on Memorial Day, we stop, we slow down, and we remember those who did.
We honor them.
We thank them.
And we work hard to live up to what they died for. Keep the democracy they believed in worth believing in. That is the ultimate tribute for their sacrifice.