SK Hynix listed 3x oversubscribed. Why Micron is the cleaner entry from here. | Ep. 49

MU at 6x earnings, NVDA at 18x, and SK Hynix listing 3x oversubscribed on NASDAQ. The memory selloff heading into the listing looked like a fundamentals problem. It wasn't. Daniel Newman sat down with the SK Group chairman on listing day. Shay Boloor walked through exactly why Micron is his cleanest memory entry right now, why NVIDIA has become the capital-safety trade in a volatile market, and where the Mag 7 relative value actually sits heading into the second half. Tickers covered: MU, NVDA, SKHYF, META, MSFT, PLTR, SNOW, DDOG, NOW, CRWD, PANW, DELL, OKLO, BE, GEV, ASTS, RKLB, HIMS, OSCR, SHOP, ADBE, CRM, SAP, AMD. Key data points from this episode: Futurum Equities $155 price target on MU. Futurum 2027 AI-only CapEx forecast of $1.44T. BofA projecting NVIDIA at 65-70% share of AI CapEx. Software names up roughly 50% off April 2025 lows. SK Hynix IPO 3-4x oversubscribed with 30-50% listing-day run risk flagged. 00:00 Intro and SK Hynix US listing context 00:43 SK Hynix NASDAQ debut and Daniel's chairman sit-down 02:14 MU price target, memory rankings, and tariff advantage 07:48 Why geopolitics won't stop AI CapEx 08:14 NVDA as the return-to-safety trade at 18x earnings 10:06 BofA NVDA revenue projection and AMD's role 11:48 Futurum 2027 AI infrastructure CapEx forecast 12:33 NVDA CPU business and Jensen's neo-cloud strategy 14:35 Bottleneck bros valuation gap: NVDA at 18x, MU at 6-8x 15:50 NVIDIA as the T-bill 19:24 META as second-best Mag 7 opportunity 20:03 MSFT at roughly 20% undervalued with $100/share upside 30:08 RKLB, HIMS, and OSCR portfolio moves 32:52 Software up 50% from April lows, rotation dynamics 34:17 Top four AI software winners: PLTR, SNOW, DDOG, SHOP 35:24 ETR survey data flagging enterprise softness risk 37:38 CRWD and PANW both post best quarters in company history 38:07 Daniel on SaaSPocalypse and the era of abundance 39:35 ADBE, CRM as system-of-record value plays 41:00 DELL up 4x YTD but 17% gross margins limit the case 42:44 OKLO down from $200 to $46, Stage 4 breakdown flagged 44:00 BE and GEV as behind-the-meter power plays 46:47 SAP vs PLTR as business AI platforms 49:12 ASTS as the pure space connectivity play 54:20 Samsung profitability data point 54:55 SK Hynix listing bag-holder risk for chasers 56:11 MU near 50-day SMA as re-entry setup #FuturumEquities #DanielNewman #ShayBoloor #AI #Investing #Markets