$SK hynix(SKHY)$ Let's try to figure out the AI phenomenon... the full stack, datacenter needs, software, hardware, the current stage, and of course monetization. The stratospheric number of domain applications is beyond imagination from individual, corporate, and literally global sovereign needs. Yet skeptics worry about demand tapering off before realizing the scale of its true demand, currently measured in Trillion per year at the expense of the most technological companies in existence, globally. Monetization, hmmm, worrying about their ability to make money, create profits. Do these skeptics really worry about Msft, Google, Amazon, Meta and the likes, about their ability to monetize their products? About this technology revolution that, given its global scope and market base and endless applications and the players involved, has just started? About how long it will last before they even understand the scope? Do these skeptics think that AI, SI, Automation run on fossil fuels, or real hardware? Maybe, microscopically, they need to look at AMD to get a glimpse of the actual valuation metrics, past, current, and future and understand it.
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