u/SnooHedgehogs5162

Nvidia and AMD are entirely dependent on South Korean high-bandwidth memory (HBM) and enterprise DRAM to build their AI data centers and GPU servers. The market is already tightly constrained. If Samsung's supply drops by even 3%, the bottleneck will paralyze their shipment schedules. No chips shipped = missed earnings = a 20% valuation haircut overnight

Apple
Samsung is the primary supplier for the OLED screens and NAND flash memory used in iPhones.
The Impact: Apple relies heavily on "just-in-time" manufacturing, meaning they don't store months of extra parts. A major disruption right before Apple ramps up production for their next-generation iPhone cycle threatens to trigger component shortages and shipping delays.

I keep seeing the same tired argument: 'Don't buy SK Hynix or Micron, RAM is cyclical and we’re at the top.'

First off, if RAM is cyclical, then Nvidia and TSMC are cyclical too. You can’t build a Blackwell or Vera Rubin B100/B200 cluster without massive amounts of HBM3e and HBM4. If the AI 'cycle' ends for memory, it ends for the logic chips too. You can't have a brain without a nervous system. 

The Valuation Gap is Hilarious:
Nvidia and TSMC have been rallying for years and trade at massive P/E multiples. Meanwhile, the memory players only really started their 'AI' rally in earnest over the last 12-18 months.

• Fact: In Q1 2026, SK Hynix posted an operating margin of 72%. That actually beat Nvidia’s 65% margin from their last quarter. 

• Fact: Memory is no longer a 'commodity' where you just buy the cheapest stick. HBM (High Bandwidth Memory) is a specialized, high-margin, custom-integrated component.
• Fact: SK Hynix and Micron are effectively sold out of HBM through 2027.

Nvidia (NVDA): ~40x P/E. People are paying $40 for every $1 of profit because they expect 'infinite growth.' 
• Broadcom (AVGO): ~41x P/E.
• Micron (MU): ~7.8x P/E. 
• SK Hynix: ~5.9x P/E. 

SK Hynix is trading at 6 times earnings while providing the HBM4 memory that Nvidia cannot ship without.

Everyone is fine with Nvidia trading at a 40x P/E and Broadcom at 41x, calling them 'secular growth stories.' But the second you mention SK Hynix (P/E ~5.9x) or Micron (Forward P/E ~8x), people scream 'CYCICAL! SELL!'
Here’s the reality: You cannot ship a single Nvidia Blackwell or Rubin chip without High Bandwidth Memory (HBM). If Nvidia is a secular grower, so is the memory that fuels it.

So people, please stop!!!
Sk Hynix needs at least 788% stock increase to reach Nvidia PE level.

Tomorrow 4 big earnings and Apple on Thuesday.

What is your favorite stock and what stock will probably beat earnings and rise and which one falls?

For me Meta already confirmed beat and has lowest PE. Plus already earnings more money than Google with ads. Google had 18% growth but Mata says they will have 30%

Plus Meta is social media monopol.

Amazon and Google all time high. So no matter what, stock will fall after earnings.