SK hynix remains one of my top

SK hynix remains one of my top AI semiconductor picks, supported by strong HBM demand, leading HBM technology, and continued growth in AI data-center investment. I expect earnings growth to remain strong, although short-term volatility is likely due to high market expectations and memory-cycle risks.

SK Hynix Gains 4.7% — Did JPMorgan Just Add Memory to Its Beneficiary List?

Memory bounced Tuesday — SK Hynix +4.70%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31% — taking back part of the post-earnings slide. The trigger was sell-side positioning: JPMorgan said Nvidia's cycle strength is broadening past logic into the memory chain, naming six beneficiaries. Unresolved: how long new Chinese capacity and long-term contract pricing can hold. Upstream keeps confirming while the prices keep swinging — what is the market still waiting on?

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JuliusGoldsmith
08-12
JuliusGoldsmith
HBM3E yield ramp looks faster than the street expected. I’m with you on the long-term setup, but memory names still get punished fast on any whisper miss

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