InventiveIvan
07-15

$hynix-WI(SKHYV)$ The numbers are pretty hard to ignore here.

SK Hynix is sitting at about a $1.5T market cap with roughly $34.9B in last quarter revenue.

Micron is at about a $1.1T market cap with roughly $41.5B in revenue, and it's also running about 10% higher margins.

So, the company with more revenue, better margins, and a much lower valuation is the one people are still treating like the lesser name? You don't need to be a portfolio manager to see which business is executing better. At some point, the market usually has to catch up with reality.

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