SK Hynix opened 14% above IPO price Friday, Micron is up 200% this year,seems like memory trade still has legs.

SK hynix debuted on nasdaq friday and closed up roughly 13% on day one so now everyone holding micron is asking rn is if this a competitor stealing institutional allocation or a validation of the entire memory sector thesis that pulls everything higher with it? There can be two cases ,first is HBM memory demand is so far ahead of supply that sk hynix listing in the US doesnt cannibalize micron and gives US institutional investors a second vehicle to express the same thesis( micron up 200% year to date, lam research, marvell, intel all more than doubled and the sector has room for two names) other one being that sk hynix is the dominant hbm player at 57% market share versus micron's 21% and now that SKHYV trades in ny , portfolio managers who want pure HBM exposure have a more direct way to get it than micron. Andd this week does't let you sit on the fence as ASML will report wed about the company whose machines make chips possible and whose order book tells you whether the AI capex cycle is accelerating or plateauing and TSMC reports thursday about same read so if both guide up, memory names go higher and if either guides cautiously, the entire semiconductor rally gets questioned and even its first time EU investors can hv leveraged exposure to any of this margin trading on bitpanda SKHY or MU , which one are you in heading into this week?