What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations.
That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions recently. Even so, my final prediction is $193, and I'm looking forward to seeing how the market values one of the world's leading AI memory companies on its Nasdaq debut.
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- 1PC·07-10 21:41TOPNice Sharing 😁 Good luck 🤞 @Barcode @JC888 @Aqa @DiAngel @koolgal @Shernice軒嬣 20001Report
- OgdenHerbert·07-10 18:23TOPFrom the industry trend, HBM ramp and pricing power matter more than day-one close. I’m bullish if that stays tight1Report