Neoclouds "Will Not Collapse:" Rolf Bulk on CRWV, NVDA & MU Acceleration
AI 메모리 업체인 SK하이닉스가 계속 강한 실적을 낼 것
7d +0.4% ✓30d in 18d90d in 78d
Most coveredSK Hynix 5 →Samsung Electronics 2 →Lenovo 1
30d record, oldest first
The record
8 calls · newest first · every one links to its sourceHatem Dhiab on MU, SKHY & Samsung Bull Case, Memory's Lasting Bottleneck for AI
Bull case for Samsung as a memory-chip beneficiary of continued AI development
7d +12.6% ✓30d -15.0% ✗90d in 48d
Memory & Cybersecurity Hidden Strengths as NVDA Bolsters AI Trade
Bull case for AI memory as supply constraints are not as large as perceived
7d -4.8% ✗30d -0.6% ✗90d in 37d
Direxion on SKHY Playing Key Role in AI Infrastructure & Memory Story
Direxion's Bilal Little says the firm sees more upside in SK Hynix on the back of the AI infrastructure and memory story.
7d -4.0% ✗30d -16.7% ✗90d -16.1% ✗
SK Hynix U.S. IPO: Where it Fits in Greater AI Trade as Memory Demand Surges
Brendan Burke believes SK Hynix will face competition headwinds in the AI memory space, including from emerging players.
7d -19.1% ✓30d -34.9% ✓90d -22.9% ✓
MU Starting AI Memory "Supercycle?" Outlining Risk in Supply & Demand Picture
SK Hynix named as an international winner to watch in the AI memory trade.
7d +28.6% ✓30d -14.2% ✗90d -13.8% ✗
Samsung "Good Ways to Go from Here?" Molly Pieroni's AI Memory Bull Case
Molly Pieroni argues Samsung has 'good ways to go from here' given its ties to the AI memory trade.
7d -14.9% ✗30d -9.4% ✗90d -28.7% ✗
Tech Market leadership in First Inning of a Long Cycle?
Dickens points to continued strong performance from Lenovo.
7d -2.7% ✗30d -8.8% ✗90d +20.6% ✓