I'm bullish on $SK hynix(SKHY)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term

My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI memory than traditional DRAM and NAND. While I wouldn't expect a smooth journey, I think long-term investors who can handle the volatility could be well rewarded. AI infrastructure still feels like we're in the early innings, and SK Hynix is one of the companies best positioned

Samsung Just Set a Record — So Why Did Memory Stocks Sell Off?

Memory was among Thursday's hardest hit: SanDisk -4.90% to $1,609.46, Micron -4.79% to $1,035.84, SK Hynix -4.35% to $170.50 — despite Samsung's record quarter, operating profit near 107.4 trillion won (about $80 billion), its first above 100 trillion. Markets focused on deceleration: analysts read the record as also signaling slower momentum, with memory price gains narrowing. Bulls point to absolute earnings power; bears say cyclicals trade on the second derivative, so a record alongside deceleration gets priced as the latter. Record profit, slowing growth — is memory peaking?

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

quiettt
07-03
quiettt
HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here

Leave a comment

1

57

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":581670609351888,"tweetId":"581670609351888","gmtCreate":1783039669934,"gmtModify":1783069363795,"author":{"id":4239243736653242,"idStr":"4239243736653242","authorId":4239243736653242,"authorIdStr":"4239243736653242","name":"Gilly87","avatar":"https://community-static.tradeup.com/news/62a41abcf2f44bac6350d34c6dd4e255","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":87,"starInvestorFlag":false},"themes":[{"themeId":"74e6a538b7884613bc5e0b84059df04b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Samsung Just Set a Record — So Why Did Memory Stocks Sell Off?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":74e6a538b7884613bc5e0b84059df04b}&rnconfig={\"headerBarHidden\": true}","description":"Memory was among Thursday's hardest hit: SanDisk -4.90% to $1,609.46, Micron -4.79% to $1,035.84, SK Hynix -4.35% to $170.50 — despite Samsung's record quarter, operating profit near 107.4 trillion won (about $80 billion), its first above 100 trillion. Markets focused on deceleration: analysts read the record as also signaling slower momentum, with memory price gains narrowing. Bulls point to absolute earnings power; bears say cyclicals trade on the second derivative, so a record alongside deceleration gets priced as the latter. Record profit, slowing growth — is memory peaking?","image":"https://community-static.tradeup.com/news/df104a149bdad9661c0ea768081afaec"}],"images":[{"img":"https://community-static.tradeup.com/news/74ba250811e28bb35e0b6a57c8e4d9d4","width":"1536","height":"1024"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/74ba250811e28bb35e0b6a57c8e4d9d4","width":"1536","height":"1024"}],"title":"","html":"<html><head></head><body><p>I'm bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>. The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term</p>\n<p>My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI memory than traditional DRAM and NAND. While I wouldn't expect a smooth journey, I think long-term investors who can handle the volatility could be well rewarded. AI infrastructure still feels like we're in the early innings, and SK Hynix is one of the companies best positioned</p><img src=\"https://community-static.tradeup.com/news/74ba250811e28bb35e0b6a57c8e4d9d4\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","htmlText":"<html><head></head><body><p>I'm bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>. The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term</p>\n<p>My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI memory than traditional DRAM and NAND. While I wouldn't expect a smooth journey, I think long-term investors who can handle the volatility could be well rewarded. AI infrastructure still feels like we're in the early innings, and SK Hynix is one of the companies best positioned</p><img src=\"https://community-static.tradeup.com/news/74ba250811e28bb35e0b6a57c8e4d9d4\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","text":"I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI memory than traditional DRAM and NAND. While I wouldn't expect a smooth journey, I think long-term investors who can handle the volatility could be well rewarded. AI infrastructure still feels like we're in the early innings, and SK Hynix is one of the companies best positioned","highlighted":1,"essential":1,"paper":1,"likeSize":57,"commentSize":1,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/581670609351888","repostId":0,"isVote":1,"tweetType":1,"viewCount":2665,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SKHY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":866,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":581797899137920,"commentId":"581797899137920","gmtCreate":1783070607477,"gmtModify":1783350698339,"authorId":3479274784832471,"author":{"id":3479274784832471,"idStr":"3479274784832471","authorId":3479274784832471,"name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":581670609351888,"objectIdStr":"581670609351888","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here","text":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here","html":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581670609351888"}