I've been following semiconductor stocks pretty closely this year, and one thing from this week really stood out to me. Broadcom announces a long-term Apple deal and the stock jumps almost 11%. Samsung reports record profits. SK hynix pulls off one of the biggest listings we've seen. And... memory stocks barely move. The more I think about it, the more it feels like the market isn't rewarding "good news" anymore. It's rewarding new information . Everyone already knew HBM d...