I see Jensen Huang’s Korea trip as a strong signal that
$NVIDIA(NVDA)$ growth is increasingly tied to Korean memory suppliers
$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ . His focus on next-gen systems like Vera Rubin & robotics platforms reinforces that AI scaling is now fundamentally constrained by HBM & advanced memory, putting Korea at the center of the supply chain.
Between, I view SK hynix as the higher-risk, higher-reward pure play on AI memory demand, while Samsung is the more diversified & resilient option. SK hynix benefits more directly from Nvidia-driven HBM demand but is also more exposed if AI capex slows or pricing weakens.
On the bubble question, I don’t see a full top yet, but I do see a late-cycle phase with elevated FOMO and volatility. The fundamentals are still strong, but selectivity matters more as sharp corrections become more common.
@Tiger_comments @TigerStars @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments