watching the SK Hynix bargaining-power debate closely. bears say once AI firms sign long-term HBM deals the memory makers lose pricing leverage. maybe, but that's a 2027 problem and the shortage is acute right now. i play it through $Roundhill Memory ETF (DRAM.US)$ so the single-name whipsaw doesn't wreck me. this dip is a trim-and-hold for me, not a sell.
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