Entry25.43→Now26.44
Memory shortage drives Samsung and SK hynix Open original source
HBM Hudbay Minerals Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
03:18
Sep 15
Sep 15
Memory shortage drives Samsung and SK hynix
Citigroup says sustained learning will drive memory demand; HBM bit demand is doubled versus prior estimates, Broadcom's HBM demand triples by 2028, supply grows slower than demand, HBM/DRAM shortage worsens through 2028, and prices rise, benefiting Samsung and SK hynix.
HIGH
10:00
Sep 11
Sep 11
Commodity memory falls, HBM stays firm
Park views the memory cycle as half cyclical and half structural: commodity/legacy semiconductors are still cyclical and could be roughly halved from current prices by around this time next year, while HBM prices should be firmer because commodity memory has become relatively expensive and will likely fall more sharply, leaving HBM more stable over the next two to three years.
MED
07:46
Sep 11
Sep 11
HBM firm, commodity DRAM weak.
The memory cycle is bifurcating. General-purpose and legacy memory remains highly cyclical, and the speaker expects its price to fall sharply around next year, potentially by half versus current levels, because previous memory booms were followed by price declines. HBM pricing is much more resilient and is not weakening like commodity memory. Over the next two to three years he expects memory earnings to show intermediate stability and volatility rather than either pure structural growth or a normal downcycle.
MED
17:50
Sep 08
Sep 08
Author forecasts exponential AI compute demand across CPUs, HBM.
Author forecasts exponential AI compute demand across CPUs, HBM, and GPUs but frames it as a general bullish thesis without explicit positions or price targets.
LOW
05:29
Sep 06
Sep 06
HBM scarcity shifts to pin speed.
HBM supply/demand dynamics are shifting from stack height to pin speed scarcity; watch HBM-related names for impact. No explicit position taken.
MED
15:08
Sep 01
Sep 01
Author suggests memory prices may rebound as HBM P-cycle returns.
Author suggests memory prices may rebound as HBM P-cycle returns, with locked volumes potentially driving sharper upside, but no explicit position stated.
LOW
23:59
Aug 31
Aug 31
Hudbay chart can run to 50.
Hudbay Minerals chart shows a modest uptrend, a bounce off the 200-day, break through the 50-day, and positive TTM/MACD; once June highs near 44 are taken out, Lang sees a straight shot to 50.
HIGH
10:07
Aug 29
Aug 29
The author analyzes HBM despeculation and concludes it is bullish for memory makers.
The author analyzes HBM despeculation and concludes it is bullish for memory makers, but frames it as a personal opinion without explicit positions or price targets.
15:19
Aug 24
Aug 24
Author returns with a research coverage list of HBM-related technologies and companies.
Author returns with a research coverage list of HBM-related technologies and companies, but provides no directional positions or trade calls.
LOW
05:22
Aug 22
Aug 22
Nvidia reducing HBM capacity poses memory risks.
Nvidia's potential reduction of HBM capacity in the upcoming Rubin Ultra architecture is a negative signal for memory semiconductors, suggesting Nvidia might be altering designs to bypass high HBM costs and supply constraints.
MED
13:31
Aug 20
Aug 20
The author agrees with the quoted roadmap that HBM faces technical limits.
The author agrees with the quoted roadmap that HBM faces technical limits, but frames it as an evident direction without stating a personal position or trade.
LOW
12:43
Aug 20
Aug 20
Author defends HBM's enduring importance and discusses 3D packaging evolution.
Author defends HBM's enduring importance and discusses 3D packaging evolution, but expresses no personal position or trade call.
LOW
05:45
Aug 20
Aug 20
The author notes SK hynix's agreement with vertical optical coupling in a review paper.
The author notes SK hynix's agreement with vertical optical coupling in a review paper, indicating research alignment but no explicit position or trade call.
17:04
Aug 17
Aug 17
AI compute race drives infrastructure demand.
The AI race is creating a mad dash for compute, leading to continued high demand for high bandwidth memory (HBM), energy/grid connections, liquid cooling, advanced GPUs, custom silicon, and Broadcom products, despite the eventual symmetric risk of overbuilding.
HIGH
20:30
Aug 12
Aug 12
Author expresses bullishness on memory/HBM and hopes the departing trader is positioned in HBM.
Author expresses bullishness on memory/HBM and hopes the departing trader is positioned in HBM, a clear forward-looking endorsement.
08:08
Aug 11
Aug 11
The tweet relays an engineer's view that NVIDIA's Rubin Ultra HBM reduction is a supply-demand.
The tweet relays an engineer's view that NVIDIA's Rubin Ultra HBM reduction is a supply-demand adjustment, not a memory cycle end, keeping memory makers' sales stable.
LOW
08:08
Aug 11
Aug 11
The tweet relays an engineer's view that NVIDIA's Rubin Ultra HBM reduction maintains total HBM.
The tweet relays an engineer's view that NVIDIA's Rubin Ultra HBM reduction maintains total HBM usage and supply tightness, so memory makers' sales won't collapse, but it is a factual summary without the author's own position.
LOW
05:14
Aug 09
Aug 09
Author defends Jukan's short-term memory bearishness and optical outperformance view.
Author defends Jukan's short-term memory bearishness and optical outperformance view, citing sentiment, ASP overestimation, and Hynix pricing, but offers no personal position or forward call.
LOW
12:30
Aug 05
Aug 05
Memory prices continue to remain elevated compared to last year, though mix and pricing varied across components in Q2. — Confirms sustained pricing power for memory makers, indicating strong demand in AI infrastructure that is expected to persist through 2026.
MED
11:50
Aug 04
Aug 04
Memory hardware has supply-driven pricing power
Hardware memory semiconductors benefit from constrained supply and strong pricing power, while CapEx continues to increase. This part of the AI trade still has momentum, with green shoots in actual build-out and usage cases.
MED
12:07
Aug 03
Aug 03
SK Hynix's ADR disclosure restriction ends after the 4th.
SK Hynix's ADR disclosure restriction ends after the 4th, potentially enabling a shareholder-return announcement, but no explicit position is stated.
19:27
Jul 29
Jul 29
The author makes a playful analogy comparing HBM to the powerhouse of the cell.
The author makes a playful analogy comparing HBM to the powerhouse of the cell, but it is a humorous reply without a clear directional position.
LOW
02:30
Jul 27
Jul 27
HBM inspection equipment maker booming
A specific HBM DI inspection equipment maker shows undeniable earnings growth with huge QoQ sales increases and improving profitability as it delivers tools for mass production. There is no reason to doubt its growth trajectory, making it a comfortable buy at current levels.
HIGH
20:27
Jul 18
Jul 18
The author agrees with a bullish view on HBM, SRAM, and prefill flops.
The author agrees with a bullish view on HBM, SRAM, and prefill flops, but the reply lacks explicit position language so these are watch-level tickers.
LOW
15:34
Jul 16
Jul 16
HBM demand surges from AI chips.
Meta's new MTIA 400 chips use 51% more HBM, and the broader shift to custom AI silicon by hyperscalers will substantially increase demand for high-bandwidth memory. HBM is a direct beneficiary of the trend toward more memory-intensive AI accelerator designs.
MED
14:13
Jul 07
Jul 07
The author recommends holding both NAND and HBM exposure without stating a personal position.
The author recommends holding both NAND and HBM exposure without stating a personal position, making this a watchlist observation rather than a trade call.
LOW
17:28
Jul 06
Jul 06
The author states HBM unit price is underestimated but does not disclose a personal position.
The author states HBM unit price is underestimated but does not disclose a personal position or explicit forward call, making it a watch.
LOW
12:03
Jul 02
Jul 02
The author provides a detailed research analysis of Qwen3.6 NVFP4's implications for memory.
The author provides a detailed research analysis of Qwen3.6 NVFP4's implications for memory, networking, and infrastructure without stating a personal position or trade.
LOW
12:00
Jun 30
Jun 30
HBM bottleneck drives memory innovation.
Memory capacity and bandwidth are a major bottleneck: NAND/DRAM cell breakthroughs have been slow and HBM progress has been mostly more stacks and speed, but upcoming direct-on-chip memory stacking and other innovations could explode bandwidth and create opportunities for advanced memory suppliers.
MED
00:21
Jun 30
Jun 30
AI cost efficiency drives custom chip demand.
Amazon's shift to token-based billing for Anthropic's AI will drive demand for cost efficiency and custom ASIC chips, which is positive for semiconductor equipment and HBM suppliers.
MED
About HBM Investor Commentary
Across the available history and selected sources, Buzzberg tracks HBM (Hudbay Minerals Inc.) across 33 sources: 21 bullish vs 0 bearish calls from 40 authors. Historical directional balance: 38% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 55 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Lee Ju-hyeon, Park Se-ik, firstadopter.