Hudbay Minerals Inc. Ordinary Shares (Canada)
Bull side
Buyers point to a potential Samsung memory factory strike in May through June, which would tighten HBM supply. They argue Micron could see higher prices if competitors run out of stock during the outage.
3 posts · r/r/wallstreetbets, r/r/stocks
Bear side
Sellers worry the memory sector is crowding with hype around AI demand and expect margins to shrink. They say betting on cyclical chip-makers at high prices is risky, especially when supply tightens only briefly.
3 posts · r/r/investing