If I had to go all-in today, I’d lean toward SK Hynix via CSOP SK Hynix Daily (2x) Leveraged Product. AI demand is now structural, and while NVIDIA
$NVIDIA(NVDA)$ leads headlines, HBM is the real bottleneck. SK Hynix sits at the center of that supply chain—this is the classic “sell shovels in a gold rush” with multi-year demand visibility.
That said, SpaceX (via Destiny Tech100 Inc) $Destiny Tech100 Inc(DXYZ)$ is incredibly compelling. Starlink is already a strong cash engine, and its dominance in launch + connectivity is hard to replicate. But for me, the risk is valuation—by IPO, much of the upside could already be priced in.
So my approach is simple: allocate to AI infrastructure now, keep optionality for space later. If SpaceX lists at a better entry, I’ll revisit—but today, I prefer the scarcity and pricing power of memory. In this cycle, I’m prioritizing certainty of demand over blue-sky potential.
@Meme_Tiger @TigerStars @Tiger_comments @TigerClub @Tiger_chat
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments