Zixi@We're building Stablestock
@ZixiStablestock
CoFounder of @Stablestock; Venture Partner of MPCI经纬; CoFounder of @10kventure.
Bullish for stablecoin driven neobroker.
가입 September 2021
2.2K 팔로잉 중 15.6K 팬
long sk hynix and samsung
The main duo $SKHY and Samsung are having a fun day.
I'm still long memory (eg. $EWY / $DRAM ) since if capacity agreements extend 3-5 years... and your analysts model 2.8-3.3x 2027E. Risk/reward is attractive over time.
But I think legacy memory a very interesting trade currently due to ASP hike potential..
It also just so happens these same companies procure memory from even smaller memory companies (that might have higher sensitivity)...
So if you want to, you can track $PSMC wafer allocations, and find some interesting companies that likely replace $MU discontinued legacy memory through Alliance or supply directly to Samsung.
Won't mention them on X, but just throwing out some research ideas.
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