The article argues that SK Hynix (SKHY) and Micron Technology (MU), whose shares are down about 20% over the past month, are worth considering alongside the Magnificent Seven. SK Hynix's third-quarter revenue rose 328% to $78.9 billion and operating profit rose 632% to $62.3 billion, with long-term agreements covering more than half of its 2027-2028 memory capacity, and management expects demand to exceed supply through 2030. Micron's fiscal fourth-quarter revenue rose 380% to $54.2 billion, non-GAAP EPS rose about 1,000% to $33.42, and its fiscal 2027 first-quarter revenue guidance midpoint is $61.5 billion. The two companies hold 25% and 24% of the global DRAM market, with P/E ratios of 11 and 13 versus a tech sector average of 24, which the article says makes both stocks look undervalued.
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