$SKHY NVIDIA price hikes are a strong positive catalyst for Hynix;
First, it’s crucial to understand this: this time, it isn’t “NVIDIA simply raising GPU prices.”
Recent reports say that a key reason for the increase in AI server prices is precisely the skyrocketing cost of memory/storage chips, involving systems such as Vera Rubin and Grace Blackwell. Some servers have seen price increases of over 15%. This means storage vendors are, in effect, gaining stronger negotiating leverage.
Who’s strong raises prices; who’s weak lowers prices.
Don’t try to short storage like “training eagles.” Shorting one of the world’s most profitable companies is inhuman. You might be right nine times and wrong once—but you could lose everything.
First, it’s crucial to understand this: this time, it isn’t “NVIDIA simply raising GPU prices.”
Recent reports say that a key reason for the increase in AI server prices is precisely the skyrocketing cost of memory/storage chips, involving systems such as Vera Rubin and Grace Blackwell. Some servers have seen price increases of over 15%. This means storage vendors are, in effect, gaining stronger negotiating leverage.
Who’s strong raises prices; who’s weak lowers prices.
Don’t try to short storage like “training eagles.” Shorting one of the world’s most profitable companies is inhuman. You might be right nine times and wrong once—but you could lose everything.