---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000799044.md"
description: "Memory is cyclical and SK Hynix just had a massive run. Cooling inflation lets the Fed stay patient, which is good for growth stocks long term. Money is probably rotating from memory to AI software and power/cooling names. The AI hardware buildout isn’t over, it’s just broadening out beyond HBM."
datetime: "2026-07-16T04:28:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000799044.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000799044.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000799044.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# Memory is cyclical and SK Hynix just had a massive…


### Related Stocks

- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**