SKHYUSMarket: US

SSerenitySKSKHYBUYM-term · Medium-term · LeaningMUMUBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · LeaningSMSMTCBUYM-term · Medium-term · Leaning2026-09-18

Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.

SSerenitySKSKHYBUYM-term · Medium-term · LeaningSNSNDKBUYM-term · Medium-term · LeaningCOCOHRBUYM-term · Medium-term · LeaningLILITEBUYM-term · Medium-term · LeaningShow more2026-09-11

Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro. Memory spend hits $MU, $SNDK, Samsung, $SKHY at 70-80%+ margins, and $LITE / $AAOI / $COHR supply lasers in a shortage.

SSerenitySKSKHYBUYM-term · Medium-term · Leaning00005930.KSBUYM-term · Medium-term · LeaningMUMUBUYM-term · Medium-term · Leaning2026-09-10

HBM is driving up China AI card prices 20-50%, which should please $SKHY, Samsung and $MU. As someone who is long memory, I'm happy about memory causing this much inflation.