I also agree with @My_Market_Diary that sustainability matters. A near-30% first-day jump could easily lead to short-term profit-taking or a narrower ADR premium. That wouldn't change my long-term outlook, as some consolidation after such a strong rally would be healthy.
What would change my mind is a clear slowdown in AI infrastructure spending or faster-than-expected HBM supply growth that pressures pricing. Until then, I remain bullish on the memory sector and see volatility as a chance to accumulate rather than a reason to turn bearish.
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- icycrystal·00:10TOPthanks for sharing2Report