Shyon
07-01 22:27

I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth.

I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback.

For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional investors. I'm happy to hold through short-term volatility if the long-term AI thesis remains unchanged. As long as the AI trend stays intact, I remain optimistic about SK Hynix's long-term potential.

@Tiger_comments @TigerStars @TigerClub @TigerEvents

# SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

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