Investor Jonah Lupton says memory stocks trade at about 4x 2027 EPS versus around 12x for energy, highlighting a big valuation gap. He also compares Exxon’s $725B EV with SK Hynix at about $950B.
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Investor Jonah Lupton says memory stocks trade at about 4x 2027 EPS versus around 12x for energy, highlighting a big valuation gap. He also compares Exxon’s $725B EV with SK Hynix at about $950B.
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