【Livestream Clip 3｜Ross Dong: HBM Shortage Until 2028?】
【LIVESTREAM RECAP｜Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】
Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles.
Full replay 👉 Inside the AI Memory Boom: Opportunities and Challenges for SK hynix
【About the Guest】
Our speaker, Ross Dong @Ross_Macro_Trading, is a founding partner at Morning Cloud Asset Management, specializing in macro trading and US equities. He spent over 15 years as an equity trader at firms like JP Morgan and KCG, and holds a degree in applied mathematics from Columbia University. Ross is known for spotting secular growth trends early; today he manages over $30M in AUM and leads a community of 15,000+ members. What makes his perspective unique: he blends top-down macro logic with bottom-up stock selection, thinking about both industrial/technological cycles and monetary/financial cycles.
【Highlights】
1. Top or halftime: why Ross sees this as a "short-term top and healthy correction," not the end of the AI bull market.
2. Four signals behind the pullback: from hyperscalers leasing compute, to OpenAI's delayed IPO, to capital flowing out of US tech.
3. The HBM supply gap: why capacity expansion for advanced memory still lags structural AI demand.
Live Recap:
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
【THIS CLIP】
This is the clip industry-minded viewers will love — why the memory shortage could stretch toward 2028. 🔧 Ross stresses this cycle is fundamentally different: structural AI demand is driving DDR5 adoption across hyperscale data centers, memory content per server keeps rising, and capacity expansion for advanced memory (especially HBM) still lags demand. He also notes how long-term supply agreements among SK hynix, Samsung and Micron — plus de-speculation — could flatten the cycle's amplitude but extend its duration, which is arguably better for stocks over the long run.
We genuinely recommend watching the full replay — many overlooked details (like the rebalancing pace of Korea's NPS, KOSPI's 12-month forward PE dropping to its lowest range in 20 years, and the exact timing of passive ETF inflows) live in the full version. And stay tuned for our upcoming community livestreams — let's keep filling in the gaps and learning together.
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(For education only, not investment advice.)
Full replay 👉 Inside the AI Memory Boom: Opportunities and Challenges for SK hynix
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Ross Dong said that this implies the current correction is a healthy market cooling rather than a bubble burst.
It offers long term investors like me strategic entry points to accumulate the leaders of AI infrastructure stocks.
Rather than trying to trade short term, I would prefer to dollar cost average into SK Hynix & Micron using Tiger Brokers Auto Invest feature. This takes away the emotion and trying to time the entry points.
It is time in the market that counts, not timing the market.
@TBlive @Tiger_comments @TigerStars @Tiger_SG
I also found the discussion on HBM and DDR5 supply very insightful. Advanced memory capacity takes years to expand, and if demand continues to exceed supply, leading memory companies could benefit for much longer than many investors expect.
As an investor, this reinforces my focus on long-term fundamentals over short-term price swings. If the underlying demand story remains intact, market corrections can become opportunities to build positions with greater conviction.
@TigerStars @TigerClub @Tiger_comments @TBlive @Universe宇宙 @1PC @GoodLife99 @koolgal @icycrystal