| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| 000660.KS | ×1 | LONG | MED | $1225000.00 | AI/Semi | SK Hynix benefits from insatiable demand for HBM used in AI accelerators, driving record profits and a 60% spike in DRAM average selling prices in Q1, while its valuation remains cheap at 6x forward earnings compared to TSMC and NVIDIA above 20x, making it an attractive pick despite cyclical memory risks. | Apr 23 | YOUTUBE |