“Korean memory makers are absurdly cheap with the chip market undersupplied by nearly half, an easy two-bagger from here with room for 500% more.”
“When forward 12 months of physical chip demand is undersupplied by 5 to 10%, the price of memory doubles. Right now it's undersupplied by somewhere between 45 and 50%.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.