Bullish on SK Hynix. During an

Bullish on SK Hynix. During an arms race, the biggest winners are often the companies selling equipment to every side. AI companies are competing aggressively, but all of them need better chips and better memory. Whether the future belongs to one AI giant or ten competing ecosystems, advanced memory suppliers could continue benefiting from the race itself. @deal2deal

SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?

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