$SK hynix(SKHY)$ Koreans don't play small, they play on a galactic scale.
SK Hynix's reported margins are approaching 80%.
Then look at the long-term investment plans:
Samsung ~$1.7T
SK Hynix ~$740B
TSMC ~$265B
Micron $250B+
Tesla/SpaceX Terafab potentially $100B+
Different technologies and timelines, of course. But SK Hynix's ~$400B Yongin complex is already under construction.
Physical AI, robotics, agentic AI, space computing, biotech discoveries... all demanding more chips, memory and compute.
Nobody knows how big demand could become by 2030 and beyond.
If this isn't one of the strongest signals of where AI is heading, I don't know what is.
There's a lot of money flowing into South Korea right now. The real hurricane might still be coming.
$Tesla Motors(TSLA)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SpaceX(SPCX)$
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