SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.
Meta looks strong with solid AI-driven ad growth and high profitability. It’s not cheap, but still a quality long-term growth stock worth buying on dips.