A senior member of the Reddit forum went all in on SK Hynix.

Bought 70% of the position, now feeling a lot of pressure internally, thinking his actions are a bit like gambling, so he's seeking everyone's opinions online.
Although he knows his position size is a bit too large, because he sees AI memory cycles, SK Hynix's technological advantages, and valuations as too tempting, he finds it hard to resist adding more.
· In the article, his reasons for being bullish on SK Hynix:
1) Leading HBM technology: SK Hynix is ahead of Samsung and Micron in HBM3E / HBM4E, and in the short term, is one of NVIDIA's most core memory suppliers for AI chips.
2) Relatively low valuation: With profits growing rapidly, the expected P/E ratio is only about 8 times, appearing to be a "Korean discount" AI value stock.
3) Nasdaq ADR catalyst: If listed on Nasdaq in August, it could attract funds from US institutions, tech ETFs, and options markets.
4) Traditional DRAM shortage: As manufacturers shift capacity to HBM, ordinary DRAM may experience supply tightness, further boosting SK Hynix's profitability.