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Micron and SK Hynix Join the $1 Trillion Club: Investors Are Getting Filthy Rich
Micron Technology just became the fastest company in history to go from a $500 billion to a $1 trillion market cap, doing it in roughly 48 days. SK Hynix is now the twelfth largest company on earth. Samsung is eleventh. TSMC is comfortably above $2 trillion. The memory chip super cycle is going parabolic and I have not made a single move since April 10th. This morning I walk through what that means for long term investors who are already positioned, why I am watching the dopamine hits from the sidelines rather than chasing momentum, and what the Cerebras CEO Andrew Feldman said on the 20VC…
The skinny
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