Calls
1
u/twinparty
Reddit r/stocks
Win Rate
100.0%
return
+38.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$1339000.00
+38.7%
The author argues SK Hynix below $130 is a temporary dip because its ~$730-750B market cap is only about 1.5x CXMT's ~$484B despite SK Hynix's quarterly revenue being roughly 5x CXMT's. The author believes AI-memory demand remains durable and SK Hynix can hold a meaningful HBM lead, making the relative valuation gap too small. The stated bear case is that memory is cyclical, CXMT may keep taking share, and China may assign a strategic premium to its domestic memory champion.
AI Memory
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u/twinparty has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: 000660.KS.
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