🌟🌟🌟 $SK hynix(SKHY)$ is the

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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

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PorterLamb
·08-05 19:02
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?
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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","highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/593520693900608","repostId":0,"isVote":1,"tweetType":1,"viewCount":211,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","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":678,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":593536745627896,"commentId":"593536745627896","gmtCreate":1785927737497,"gmtModify":1785929149564,"authorId":9000000000000420,"author":{"id":9000000000000420,"idStr":"9000000000000420","authorId":9000000000000420,"name":"PorterLamb","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593520693900608,"objectIdStr":"593520693900608","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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?","text":"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?","html":"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?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}