skhyn

Many people only look at the news headlines saying, “Nvidia’s gross margin is declining,” but anyone who actually listens to the Q&A would know that Huang and the CFO both admitted it plainly: right now, memory is severely in short supply, and prices are skyrocketing. The gross profit Nvidia makes less on—has all been earned by HBM producer SK hynix!
And don’t forget, SK hynix recently just passed through the “40 trillion won treasury stock buyback cancellation,” the largest scale in Korean history. The capital-base protection shield at the bottom is absolutely unreal.
Great call on these liquidation prices. Huang is basically working for us, while SK hynix is making money for us—can you hold onto this kind of long-term position?
Curious: in this AI cycle, are people trading the chip stocks, or are you like me, directly betting on the memory war suppliers? #SKHYN #交易日記 #華爾街套路 #合約實戰

Continue to increase #SKHYN lXUSD$