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← @jonahlupton

$SKHY

BULLISH2026-07-28
Price around the call
↑ 2026-07-28
By horizon✓ hit+21.8%
1d
✓ +15.8%
5d
✓ +13.6%
21d
✓ +21.8%
Original post
Jonah Lupton · 2026-07-28

Just did some quick math... $SKHY (SK HYNIX) at the AH lows... including the $48B of net cash... the enterprise value was approx $650B... the sell side is looking for $221B of net income in CY2027... not including their 15% stake in Kioxia and the $95B of net income they're expected to generate in Q3 and Q4 of this year... the stock was just trading at less than 3x 2027 EPS Keep in mind that SK HYNIX is the global leader in HBM which is crucial for the ai buildout and China can't do HBM... CXMT does commodity DRAM... which means China cannot flood the market with HBM and bring down prices... there's a significant demand/supply imbalance for another 2-3 years which means SK Hynix will continue to report record breaking results and print gobs of cash. NFA. DYOR.

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