The analyst predicts that Hynix (000660), Micron (MU), and Samsung (2382) will acquire many assets in the coming years, implying a bullish stance on these stocks.
The analyst expects significant asset acquisitions by Hynix, Micron, and Samsung over the next few years, likely benefiting from the memory and storage demand related to AI growth.
Bank of Memory is open for business Hynix, Micron, & Sammy are going to acquire a lot of assets in the next few years
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -13.2% | -11.7% |
| 1 week | -5.5% | -5.0% |
| 1 month | -20.8% | -21.2% |
| 3 months | — | — |
| 6 months | — | — |