Bullish based on The AI gold rush analogy. During every gold rush, most miners fail, but the businesses selling picks and shovels often make fortunes. Today, AI applications are the miners. Some will dominate, some will disappear, but almost all of them need compute, networking and memory. Investors spent the last two years chasing GPUs because they were the obvious winner. The next bottleneck may be memory bandwidth, and bottlenecks usually create pricing power. What excites me most is that SK Hynix is not simply participating in AI growth; it is enabling it. The ADR listing may increase liquidity, institutional ownership and analyst coverage among U.S. investors who previously overlooked the company. My biggest concern is not competition but whether AI infrastructure spending eventually slows. Until that happens, I remain bullish. @AhGong 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.
