Memory's Power Reversal: When the AI Cycle Flips Back
HBM swallowed commodity DRAM and flipped memory pricing power for the first time in 30 years. The reversal, chipflation, and the 2028 to 2030 signals.
#Micron
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Memory 4-Way: SK +42% vs Micron +6%, Who Wins?
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Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.
SanDisk Looks 'Expensive' at $1,588 (But Isn't?)
The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.