People saying Samsung Electronics, Hynix, and Micron are "priced in" are the ones who know the least about stocks

‌Memory semiconductor stocks are simply rising in price following their earnings.
The reason analysts are saying that memory semiconductor stocks are currently most undervalued relative to their earnings is not without reason.
The term "priced in" is more appropriate for companies like Ibiden and Unimicron, which have market caps exceeding 50 or 70 trillion KRW despite expected operating profits in the 1 trillion KRW range this year, or Samsung Electro-Mechanics, which has a market cap of over 100 trillion KRW with expected operating profits in the low 2 trillion KRW range. Memory semiconductor stocks are seeing their market caps reflect real-time earnings.
While companies like Ibiden, Unimicron, and Samsung Electro-Mechanics are expected to see a quantum jump in earnings starting this year, if AI investment slows down, they will crash even harder than memory semiconductor stocks.