$SK hynix(SKHY)$ long term bullish. Every single robotics company will rely on hbm chips from the days to come as they need to remember on the actions to take as well as communications with humans. What more to better bet on a company that already took 50% market share of hbm.
$Tesla Motors(TSLA)$ bullish on this since 6 years ago. Once merger gets approved, tesla will be sold at a premium to spacex shareholders. Although this might take a while for the merger to gets approved and is a lengthy process but it is a certainty that it will happen