SK hynix Vs. Micron: The Memory Trade Isn't Done Rotating (NASDAQ:MU)
· seekingalpha.com
Favor SK hynix Inc. over Micron Technology, Inc. in the memory trade: valuation gap, HBM leadership, buybacks, & 2027 pricing upside. Click for more on SKHY and MU.
Over the past few months, I have recommended keeping exposure open to the memory trade because the tailwinds are real and far from spent. An AI Stack Model I ra...