Memory chips were the 'boring' part of the AI trade. Now SK Hynix, Samsung, AND Micron are each worth over $1 trillion — all three crossed the line within a single month. SK Hynix is up ~250% this year and controls 57% of global HBM revenue — the memory that feeds every AI accelerator. The lesson: in a gold rush, the bottleneck captures the value. GPUs got the headlines; memory got the margins. Which overlooked layer of the AI stack moons next? www.contentbuffer.com #AI #Semiconductors #SKHynix #Investing