My top pick is $SK hynix(SKHY)$ . It is the King of AI memory. Hynix is not just a standard memory vendor. It is $NVIDIA(NVDA)$ primary elite supplier of HBM3e modules. Hynix has a deep moat in the HBM market, creating a bottleneck where hyperscale data centres are essentially throwing money at them to lock down allocations.
Hynix is currently trading at a mind boggling cheap 6.5x to 9.8x forward earnings multiple.
NVIDIA's margin squeeze is due to SK Hynix's immense pricing power.
When you invest in SK Hynix, you are buying a tech monopoly at a deep discount.
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