I agree with @ren_stocks here. Good take on memory. R/R looks very attractive at these levels. I generally prefer HBM over NAND, which is why I lean more toward $MU and SK Hynix than $SNDK. And between those two, I prefer SK Hynix over $MU, but I think $MU is the better buy here. Korean stocks have been trading like ass, and buying $SKHY comes with a massive premium over the Korean listing. Memory stocks look cheap here. I don't think they'll stay that way for long.
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