SK Hynix is a strong buy due to low valuation (3.6x 2027 PE), market leadership in HBM, and key customer relationships with Nvidia.

but SK Hynix is a beast when it comes to global high band- high bandwidth memory market share. Absolute leader running at 58%.

SK Hynix, 0.89 trillion. The PE on 2026 earnings 4.9x for SK Hynix, but SK Hynix is even cheaper. And fast forwarding to 2027 earnings, the PE for SK Hynix will be 3.6 times earnings. Insanely cheap.

I calculate 86% implied 12-month upside on SK Hynix,

SK Hynix, 53%. And who gets to build the memory? The answer is companies like Micron and SK Hynix, etc.

SK Hynix, this one is more conservative compared to my calculations, only a 55% upside, 248. This thing is trading at about 156 today. Lower. Now, remember as well SKHY is the ADR on NASDAQ.

SK Hynix have their own listing on the Korean Stock Exchange. The SK Hynix has an ADR listed in NASDAQ. And there is sometimes a little delta in price. So, if there is a big breaking news in the US during the day, the memory stocks can skyrocket. That will impact things like the ADR SKHY.

Now, SK Hynix chart. This is the Korean SK Hynix the ticker is up above 000600. Massive company. The trend also down. Do you have a buy signal? Same thing. It's bouncing off level three.

This one is more oversold than Samsung or Micron.

First of all, in my humble opinion, SK Hynix right now, at the current prices, considering it's mostly sold off, considering they have 58% high bandwidth memory share, the demand for HBM memory is the bottleneck for AI, and 60 to 70% of Nvidia Rubin HBM4 supplied estimate is is for Nvidia.

So, and then the PE ratio is 3.6 times 2027 earnings. That is absolutely bonkers cheap, my friends.

And they're knocking on SK Hynix and Micron. And they're constrained. Very important to know.

But if I was to bet which would be the faster horse for the next couple of years, I think SK Hynix, okay? For a number of reasons, very oversold, the PE ratio is the lowest, the growth rate is the highest.

They have big good customers like Nvidia that they're going to be doing very well from, etc.

So, for me, the cleanest setup is SK Hynix today. That could all change tomorrow. If, for example, Micron falls to $500 or $600, all this calculus changes. Very important. because it's almost as cheap as Hynix.

as of today, I bought SK Hynix today,