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11:00
Jul 12
Choi Chang-gyu Director, NH Investment & Securities 815 Money Talk (815머니톡)
Memory cycle extends, DRAM preferred.
The memory cycle is not at a peak but merely resetting for further gains, according to Morgan Stanley. Long-term earnings are projected to grow 35-40% by 2027, fueled by physical AI and agentic AI. The bank prefers DRAM and legacy memory over NAND and module makers. Hyperscaler capex maintenance and continued earnings upgrades are the keys to sustained upside.
LAMB 1ST
HIGH

About LAMB Analyst Coverage

Buzzberg tracks LAMB across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Choi Chang-gyu.