@drjstrategy · Long MU · The Analysts

Call · @drjstrategy · #36 on the leaderboard

@drjstrategy

@drjstrategy · Sun, Sep 13

The pause the refreshes. Memory, not GPUs, is quietly becoming the beating heart of the AI trade. SK Hynix, long the quiet backbone of the generative AI boom, now dominates high-bandwidth memory and just delivered a 72 per cent operating margin in the first quarter of 2026,

66d agoview on X ↗

tweeted Sun, Sep 13 · counted from Mon, Sep 14 close

Read as

Long MU, Long SKHY · High confidence

Confidence

High0.99

Counted from

Mon, Sep 14 · market close

Rank since this call

#18 → #36 · 4 scored days

#18

Sep 14

#28

Sep 15

—

Sep 16

#36

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.