Aug. 19 at 10:31 AM
For once, give or take a few, Kramer makes half a valid point. And admits "they" missed the boat on memory.
$SKHY $MU
Great point on the supply chain risk. SK Hynix and Samsung are the backbone of the entire AI memory stack. Two companies. One country. Korean retail traders on leverage have been driving those stocks for years. Institutions were late to the memory trade and are still catching up.
P.S. "Not us" is a funny way to admit you've been wrong for two years. 😉
https://x.com/jimcramer/status/2090014689862258767?s=20