i love the memory story but a +27% single session on SK Hynix with the ADR now trading 51% above the Seoul-listed shares is froth, not value. the HBM4 and Korea AI budget news is real and bullish, but paying a 51% premium for the same company because US options just launched is how you buy the top. i hold the $Roundhill Memory ETF (DRAM.US)$ basket, not chasing that premium.
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