“Is SK Hynix Stock About to Make Investors Rich?”
AI summary · SKHY is worth the risk at its low price and the speaker has begun buying as a long-term investor, hoping to add over time. He cites a forward P/E under 5 and a price about 80% cheaper than tech overall, record quarterly revenue above 100 trillion won (+328%) with an 80% operating margin above Nvidia's, negative 32% net debt-to-equity, HBM leadership above 50% share, up to 70% of Nvidia's HBM 4, capacity sold out until 2029 and double-digit growth through 2028. Near-term volatility and a further drop are possible, which he would welcome.
Today we will talk about the stock of SK Hynix, symbol SKHY, which I consider a leader in the field of ultra-fast artificial intelligence memory, which is one of the most important pillars of the artificial intelligence revolution.
This also caused shares of SK Hynix to fall by about 40% in the last month alone when all factors were combined. But in my opinion, amid all this panic, SK Hynix has not only recently performed exceptionally well, achieving what is considered a record quarter in terms of profitability, but more importantly, the stock's value has reached its lowest point, a level you might not expect.