$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix Inc(SKHY)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Some key numbers to consider: token demand is projected to grow 24x by 2030, HBM supply is projected to double by 2030, and HBM demand is projected to grow 5x by 2030. There's a massive structural supply/demand imbalance in the market, and it's actually widening, not shrinking.
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