koolgal
08-05 17:55
🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income.

Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves.

SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly.

If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you are catching the bus while it is still filling up its gas tank.

@Tiger_comments @TigerStars @TBlive @Tiger_SG

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion šŸ‘‡ šŸ”„ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • PorterLamb
    08-05 19:02
    PorterLamb
    150 still looks early to me, HBM pricing power is the whole story here. If the AI buildout really runs through 2028, why is this still trading like a memory cyclical?
    • koolgal:Ā 
      In the short term, it is hard to predict the actual momentum.
    • koolgal:Ā 
      It is the long term that really counts.
    • koolgal:Ā 
      Yes it is definitely a rollercoaster of a stock.
    • koolgal:Ā 
      Happy Trading šŸŒˆšŸŒˆšŸŒˆšŸ’°šŸ’°šŸ’°
    • koolgal:Ā 
      Best of luck šŸ€šŸ€šŸ€
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