“AGI Has Arrived. Here's How I'm Investing In It.”
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.
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.