I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term
My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI memory than traditional DRAM and NAND. While I wouldn't expect a smooth journey, I think long-term investors who can handle the volatility could be well rewarded. AI infrastructure still feels like we're in the early innings, and SK Hynix is one of the companies best positioned
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