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<\/p>\nQuick Read<\/p>\n
Micron posted $41B in Q3 revenue (up 346% YoY) and NVIDIA holds $119B in supply commitments, validating the secular HBM demand thesis.<\/p>\n
Cramer called the Korean market “divorced” from fundamentals, saying Seoul’s mob-driven selling reflects pure sentiment with no connection to actual business conditions.<\/p>\n
SK Hynix’s $26.5B U.S. issuance now gives American investors direct domestic access to the world’s largest HBM supplier.<\/p>\n
Jim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook.<\/p>\n
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ojbyrne \/ Flickr<\/p>\n
The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market territory in Seoul. Cramer argued that the selloff reflects short-term trading psychology rather than weakening demand for HBM.<\/p>\n
South Korea’s Market Is “Divorced” From the Fundamentals<\/p>\n
Speaking with David Faber, Cramer questioned how Korean investors price SK Hynix. “I would say that their market seems to lack a true pricing discovery in that it seems… I’m not saying it’s fixed. I do think that there is a mob that buys it, a mob that sells it,” Cramer said. He went further: “I just say, you know what? I have come to believe that that market is divorced from anything I’ve seen. It doesn’t seem to be related to anything.”<\/p>\n
Cramer pointed to the shift toward multi-year contracts as evidence the memory cycle may have structurally changed. “I continue to think it is secular because you’re getting longer-term agreements.\u00a0That’s what Micron’s got. That’s exactly what Sanjay Mehrotra, CEO of Micron, said on my show,” he said.<\/p>\n
July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX<\/a>.<\/p>\n Here’s why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040.<\/p>\n With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline<\/a>.<\/p>\n Micron Is the Clearest U.S. Winner From the HBM Boom<\/p>\n In Micron Technology’s (NASDAQ:MU<\/a>) fiscal Q3 2026 report filed June 24, 2026, Micron posted revenue of $41.46 billion, up 345.7% year over year, and non-GAAP EPS of $25.11. Non-GAAP gross margin reached 84.9%, and management guided Q4 revenue to $50.0 billion plus or minus $1.0 billion.<\/p>\n Mehrotra tied the results directly to the contract structure Cramer referenced: “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”<\/p>\n MU Earnings Explorer \u2014 24\/7 Wall St.<\/p>\n NVIDIA Creates the Demand, While Broadcom Expands the Opportunity<\/p>\n NVIDIA (NASDAQ:NVDA<\/a>) sits on the other side of every HBM stack SK Hynix ships. In Q1 FY2027, NVIDIA reported revenue of $81.62 billion, up 85.2% year over year, with Data Center revenue of $75.25 billion, up 92%. Total supply-related commitments hit $119.0 billion, the clearest signal that hyperscaler orders extend well into 2027. CEO Jensen Huang framed it as “the largest infrastructure expansion in human history.”<\/p>\n Broadcom (NASDAQ:AVGO<\/a>) rounds out the AI silicon complex. Its most recent quarter delivered AI semiconductor revenue of $10.8 billion, up 143% year over year, with CEO Hock Tan guiding Q3 AI revenue to $16.0 billion. Shares are up 46.3% over the past year.<\/p>\n Our\u00a0Free Report:7 Stocks Powering the AI Boom showcases some of the picks-and-shovels companies besides chip companies supplying the AI gold rush.<\/p>\n SK Hynix’s U.S. Listing Gives Investors Another Way to Invest in AI<\/p>\n SK Hynix’s $26.5 billion U.S. listing gives American investors direct access to one of the world’s largest suppliers of high-bandwidth memory. While NAND prices declined slightly over the past week, demand for DRAM, including HBM used in AI chips, remains strong.<\/p>\n The key point is that SK Hynix’s overnight moves in South Korea may reflect short-term market sentiment more than changes in AI demand. Micron’s long-term contracts, NVIDIA’s supply commitments, and Broadcom’s growing AI business offer a clearer view of the underlying market. Micron’s fiscal fourth-quarter report in September will provide the next major update.<\/p>\n Meet America’s Newest $1b Unicorn (Sponsor)<\/p>\n A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; <\/a>but only until July 16.<\/a><\/p>\n Over 50,000 people already have, along with global giants like General Motors and POSCO.<\/p>\n Here’s why there’s so much interest: EnergyX’s patented tech can recover up to 3X more lithium than traditional methods. That’s a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7\/16 investment deadline.<\/a><\/p>\n![\"MU](\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/07\/https:\/\/media.zenfs.com\/en\/24_7_wall_st_aol_articles_169\/6537f2eea2f06bfecc03dade040d2cb1.jpeg\"\/)
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