$SKHYNIX go long!! ChangXin Memory's (CXMT) monster debutโsoaring over 470% on day oneโjust provided a massive validation of the unstoppable structural demand across the entire memory market.ย While mainland retail capital chased domestic supply, the core thesis for global leaders remains 100% intact:
The HBM Bottleneck: With SK Hynix, Micron ($MU ), and Samsung redirecting vast capacity to high-margin HBM3e/HBM4 for AI accelerators, legacy and enterprise DRAM supply gaps are widening every quart...