SKHY is a strong buy due to HBM leadership and sub-8x forward P/E, driven by the thesis that Agentic AI creates permanent memory demand.
Bullish
“AGI Has Arrived. Here's How I'm Investing In It.”
Ticker Symbol: YOUPublished Sep 12 · 2 passages
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SKH Highix, ticker symbol SKHY, is the global leader when it comes to high bandwidth memory, making around half the world's HBM. On top of that, they have a 25% share of the global DRAM market and 18.5% of the global NAND flash market, making them the second largest supplier of memory overall.
Even though both stocks are up huge this year already, they still trade at a forward price to earnings ratio of under eight. That's because Wall Street still treats demand for memory as cyclical.
But everything I've researched says that Agentic AI makes that demand permanent, which means memory stocks are still a great way to get rich without getting lucky.
What this channel has said about $SKHY
Ticker Symbol: YOU has only this one call on this stock.
2026-09-12BullishThis one
SKH Highix, ticker symbol SKHY, is the global leader when it comes to high bandwidth memory, making around half the world's HBM. On top of that, they have a 25% share of the global DRAM market and 18.5% of the global NAND flash market, making them the second largest supplier of memory overall.