SK Hynix KRX: 000660 FRA: HY9H Model playing out quite fast +22%

What was a forward-looking thesis is now increasingly visible in the numbers, with DRAM and HBM constraints beautifully translating into pricing power.

Our full 3-5 year view, including the implications of structural memory bottlenecks and where value is likely to accrue, is now accessible through our new private All-in-One Swiss Portfolio Dashboard 👇

Adoption is accelerating fast, with outstanding feedback over the past few days, and with our small annual pricing in place for the final days, there’s rarely been a better moment to step in and not miss any research, buy/sell updates, watchlists, or elegant special situations, all in one place, complementing our Substack research.

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