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← @jonahlupton

$SKHY

BULLISH2026-09-25
Price around the call
↑ 2026-09-25
By horizonMaturing · ~1 trading days to go
1d
✓ +2.8%
5d
✓ +6.0%
21d
…
Original post
Jonah Lupton · 2026-09-25

SK HYNIX (000660.ks) is even cheaper than I thought... their 100% owned subsidiary Solidigm might be coming public soon at $150B+ valuation SK HYNIX currently has ~$50B of cash and will generate at least $220B+ of net income over the next 4 quarters and $350B+ of net income over the next 6 quarters (through end of CY2027). If you take the $150B+ from Solidigm off their current $1 trillion market cap... and include the cash they have now plus the cash they're going to generate over the next 6 quarters (though end of CY2027)... then SK Hynix is trading at less than 2x 2027 net income (perhaps under 1.7x CY2027 net income) -- wild times in memory land :) $SKHY On top of that, SK SQUARE (top 5 position for us)... owns 20% of all SK HYNIX shares and trades at 40-45% discount to NAV... whi

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