P Equity Research — BofA: memory indicator near record highs (183 vs past peaks of 120-130), super-cycle intact

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P Equity Research — BofA: memory indicator near record highs (183 vs past peaks of 120-130), super-cycle intact

The other side of today's tape, published just before it. BofA's memory indicator sits far above prior cycle peaks on HBM4/SOCAMM demand. Useful precisely because it is now falsifiable: a demand indicator at records versus a supplier cutting profit on ramp delays is the bull/bear collision in one week. Treat as a claim to check, not a conclusion.

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The other side of today's tape, published just before it. BofA's memory indicator sits far above prior cycle peaks on HBM4/SOCAMM demand. Useful precisely because it is now falsifiable: a demand indicator at records versus a supplier cutting profit on ramp delays is the bull/bear collision in one week. Treat as a claim to check, not a conclusion.

8 events
DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetSemiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays Jul 13 TweetJukan — NVIDIA's NDR: memory shortage expected to persist for several years Jul 13 PickWonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell' Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 13 Redditr/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%) Jul 13 InvestigationThe memory selloff is an ASP repricing — and the $26.5B raise is the tell Jul 17 ArticleThe K3 Scare Is Not the R1 Scare

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