#HBM

2 posts

Memory 4-Way: SK +42% vs Micron +6%, Who Wins?

2026-05-11·

#Memory Semiconductors #SK Hynix #Samsung Electronics #Micron #SanDisk #HBM #Stock Analysis #AI Infrastructure

Samsung, SK Hynix, Micron, and SanDisk compared across three frameworks: revenue growth, P/S normalization, and SOTP. Top Pick SK Hynix (+42%), Samsung's memory implied P/S 5.19x (-22% discount vs SK), and Micron's 16.7x peer-leading premium.

SanDisk Looks 'Expensive' at $1,588 (But Isn't?)

2026-05-11·

#Memory Semiconductors #Samsung Electronics #SK Hynix #Micron #SanDisk #Beginner Guide #HBM #AI Stocks

Samsung, SK Hynix, Micron, and SanDisk all surged 420% to 4,109% in a year. Per-share price is misleading; market cap divided by revenue (P/S) shows who's really cheap. SK 40 / Samsung 30 / SanDisk 20 / Micron 10 explained in plain English.