Cramer backs SK Hynix’s AI memory bet, but warns of boom-bust risk
TL;DR Summary
Jim Cramer says SK Hynix’s Nasdaq ADR listing gives investors a cheaper way to ride the AI-driven memory boom, supported by strong demand for DRAM/HBM and a multi-year Nvidia partnership, but he cautions memory chips have historically been a boom-bust business and supply growth could cap prices as fabs take years to come online (late 2027–2028), keeping the stock risky despite the upcycle.
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