Calls
1
u/1Derpdos1
Reddit r/stocks
Win Rate
0.0%
return
-32.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 18
$2732000.00
-32.0%
The author holds 70% of their portfolio in SK Hynix and argues it remains a deep-value AI-memory play because it leads in HBM3E/HBM4E, trades at roughly 8x forward P/E, and faces upcoming catalysts including an August ADR/NASDAQ listing and a legacy DRAM shortage later this year. They expect the ADR listing to unlock US institutional and tech-ETF inflows and liquid options, while the DRAM shortage should let Hynix profit on non-AI chips. Main stated risks are hyperscaler double-ordering/cancellations, the TSMC CoWoS packaging bottleneck, an overbought chart, operational single-point failures, and Nvidia helping Samsung/Micron qualify to compress margins. They plan to trim before Alphabet Q earnings to assess capex.
AI Memory
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u/1Derpdos1 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: 000660.KS.
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