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The creator compares SK Hynix (SKHY) and Micron, highlighting SK Hynix's dominant market share in HBM and i...

Jul 7, 2026

The creator compares SK Hynix (SKHY) and Micron, highlighting SK Hynix's dominant market share in HBM and its significantly lower forward P/E ratio, suggesting SK Hynix is undervalued and could see a 20% price increase. The reel also mentions SK Hynix's upcoming US listing.

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Tickers discussed in this post

MUNeutralLow ConvictionSignal-backedSecondary

Micron Technology is mentioned as a competitor to SK Hynix, trading at a higher forward P/E ratio of 12x.

SKHYBullishHigh ConvictionSignal-backedPrimary

SK Hynix is a strong buy due to its market leadership in HBM, lower valuation (7x forward P/E vs. Micron's 12x), and potential for a 20% price increase.

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Tracked calls opened from this post

SKHY
buy opened Jul 7, 2026
-8.32%