the real tell in this whole memory run is NVDA. HBM4 is being designed straight into Vera Rubin, and Nvidia is locking up roughly 70% of SK Hynix's HBM output. as long as Nvidia keeps buying every chip the memory guys can make, the entire DRAM and HBM complex stays bid. memory is the trade, but NVDA is still the engine 🚀
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