Kurv Your Enthusiasm

The AI Memory Revolution: The Next Big AI Investment Theme?

Jul 10, 2026

In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin explain why High Bandwidth Memory (HBM) has become essential to AI, what's driving unprecedented demand, why SK Hynix has emerged as a leader in the space, and what it all means for investors.

Recorded 7/9/2026. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

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