$SKHYNIX and $SKHY continue to go long. Tonight, SanDisk and Micron opened by ramping straight up. Once momentum lifts, Hynix is very likely to follow with a catch-up rally. The news is also strong: they directly announced a 7.1 trillion KRW expansion of the factory—clearly betting on a long-term AI storage outlook. As for HBM demand, I think it will keep staying strong. The small pullback ahead may just be a position-clearing shakeout; if it drops to a suitable level, you can look for opportunities. But don’t chase too aggressively—although the trend looks good, you still need to keep an eye on risks at all times.

SKHYNIX-2.19%
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