Bought SK Hynix only at 1300, researched a bit late


At that time, it seemed to have a PE of about 5 times, and combined with the demand for inference, it would lead to long-term growth in HBM, meaning unless people stop using AI, the storage demand will continue for several years and will only grow larger
Considering SK Hynix is about to list on the US stock market, attracting more new buyers
At that time, if the market viewed it as a growth stock rather than a cyclical stock, a PE of 20-30 times would imply several times the upside.
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