Swiss Transparent Portfolio (@swisstransparentportfolio): "This one is aging wonderfully well. SK Hynix 000660.KS, HY9H. You may want to know our 2-3 year estimates and how we positioned Swiss Portfolio on this regard 👇 Big Tech is now reportedly offering to directly fund SK Hynix's production lines and even pay for ASML's EUV lithog…"

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This one is aging wonderfully well. SK Hynix 000660.KS, HY9H.

You may want to know our 2-3 year estimates and how we positioned Swiss Portfolio on this regard 👇

Big Tech is now reportedly offering to directly fund SK Hynix's production lines and even pay for ASML's EUV lithography tools. The company is politely declining. Their words: "available production capacity is essentially zero”.

This stops looking like a cycle and starts looking like a structural AI shortage.

Read us. Join us. Sleep well. ✨

Swiss Transparent Portfolio

The 5.5x P/E Masterpiece: SK Hynix. How to Own the AI Bottleneck at a 50% Discount to its Peers

May 8

7:36 PM

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