Calls
3
Di Zhou
Portfolio Manager, Thornburg Investment Management
Win Rate
33.3%
return
-1.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 10
$2225000.00
-2.0%
SK Hynix is a highest-quality pure-play memory company in a memory super cycle with strong demand. Long-term agreements with clients could reduce cyclicality and lead to a re-rating. The ADR provides US investors a new option and should trade at a premium to Korean shares due to partial fungibility, similar to TSMC's ADR.
AI Memory
Long
Jul 10
$290000.00
-1.7%
Long-term agreements between memory makers and clients could protect on the downside, reducing cyclicality of the industry and triggering a value re-rating for all three major memory players (SK Hynix, Micron, Samsung).
Other
Long
Jul 10
$978.40
+0.1%
Long-term agreements between memory makers and clients could protect on the downside, reducing cyclicality of the industry and triggering a value re-rating for all three major memory players (SK Hynix, Micron, Samsung).
AI Memory
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Di Zhou has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: MU, 000660.KS, 005930.KS.
