Do you understand how cheap memory stocks are?
$Sandisk(SNDK.US), $Micron Tech(MU.US), SK Hynix and Samsung: all under 8x 2027 P/E. Throw Kioxia & Nanya in there too.Then you've got $NVIDIA(NVDA.US) CEO Jensen Huang saying that the memory shortage will persist for "several years."This is probably the most fool-proof trade globally rn.(NFA, DYOR)
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