$SKHY

G↗$1.3T · PE 112 posts · 0 DD · 2 authors

The clean AI memory-cycle play: HBM dominance while Nvidia calls the shortage massive

1 year · daily close · posts pinned at their date

$168 → $176 (+5%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

newsQ3.0longNews1489 pts · 128 💬 · 45d
Samsung and SK hynix Inventories Fall Below 10 Days
Business Korea: Samsung and SK hynix memory inventories fell below 10 days of supply.
u/Radiant-Scene-5171 · Read on Reddit ↗
discussionQ4.0longDiscussion109 pts · 74 💬 · 56d
Sk Hynix is a huge opportunity
SK Hynix as the clean AI memory-cycle play: HBM dominance, Nvidia says memory still in massive shortage, priced like a cycle top.
u/ev0lii · Read on Reddit ↗

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