(https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasdaq.html) is the structural inflection nobody's talking about. For 18 months, $MU and $TSM have been tax collectors on AI demand — unconstrained pricing power because supply couldn't keep pace. Today that ends. A trillion-dollar competitor suddenly available to U.S. institutions means memory pricing stops being about scarcity and starts being about negotiation again.

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