[Winning Trade] SK Hynix Soars, Tiger Locks In 1,082% Profit

[Winning Trade] SK Hynix Soared, Tigers Rode the AI Memory Wave

AI has made memory chips one of the hottest trades this year. SK Hynix once jumped more than 300% year to date, driven by the HBM boom and strong DRAM prices. Its related product, $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$, once surged over 1,000% this year and became the largest ETP in Hong Kong.

Why did SK Hynix rally?

First, SK Hynix is a key winner in the HBM boom. AI chips need high-bandwidth memory, and SK Hynix has been one of the leaders in this market.

Second, the memory cycle is strong. Besides HBM, regular DRAM prices have also been rising, helping boost profit expectations.

Third, Korean tech stocks have been on fire. SK Hynix even briefly overtook Samsung Electronics in market value, becoming South Korea’s most valuable listed company.

Why did it pull back recently?

  • After such a big rally, profit-taking was inevitable.

  • Recent reports said SK Hynix may slow its HBM4 expansion and shift more focus to regular DRAM. At the same time, concerns over Nvidia’s next-gen Rubin chip outlook also hurt sentiment across the AI hardware chain.

  • That triggered a broad pullback in memory stocks, including SK Hynix, Micron and Western Digital.

What’s next? What do you think? Is SK Hynix still a buy after the pullback, or has the AI memory trade gone too far?

Share your thoughts and show us your winning trades!

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