HBM Hudbay Minerals Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:27
Jul 18
Jul 18
The author agrees with a bullish view on HBM, SRAM, and prefill flops, but the reply lacks explicit position language so these are watch-level tickers.
LOW
15:34
Jul 16
Jul 16
HBM demand surges from AI chips.
Meta's new MTIA 400 chips use 51% more HBM, and the broader shift to custom AI silicon by hyperscalers will substantially increase demand for high-bandwidth memory. HBM is a direct beneficiary of the trend toward more memory-intensive AI accelerator designs.
MED
14:13
Jul 07
Jul 07
The author recommends holding both NAND and HBM exposure without stating a personal position, making this a watchlist observation rather than a trade call.
LOW
17:28
Jul 06
Jul 06
The author states HBM unit price is underestimated but does not disclose a personal position or explicit forward call, making it a watch.
LOW
12:03
Jul 02
Jul 02
The author provides a detailed research analysis of Qwen3.6 NVFP4's implications for memory, networking, and infrastructure without stating a personal position or trade.
LOW
00:21
Jun 30
Jun 30
AI cost efficiency drives custom chip demand.
Amazon's shift to token-based billing for Anthropic's AI will drive demand for cost efficiency and custom ASIC chips, which is positive for semiconductor equipment and HBM suppliers.
MED
23:53
Jun 22
Jun 22
SK Hynix is strategically throttling HBM4 production to prioritize commodity DRAM for higher margins, with potential share gains for Samsung Electronics.
LOW
03:22
Jun 11
Jun 11
SpaceX suppliers to benefit from Starship ramp.
Several Korean companies are direct suppliers to SpaceX's Starship program and the broader space launch value chain. HBM supplies engine components, SeAH Besteel provides specialty metals, and Almack is a key partner. As SpaceX accelerates its launch cadence and expands Starship, these companies will see strong revenue growth that the market has not fully priced in.
MED
01:45
Jun 11
Jun 11
Buy Korean SpaceX suppliers on dips.
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
HIGH
15:30
May 21
May 21
The author criticizes CPO as a flawed alternative to HBM due to added latency, power, and cost, but expresses no explicit trade direction.
HIGH
07:06
May 02
May 02
The tweet explains that HBM4 mass production has started for Nvidia and AMD while HBF standardization is still early, indicating no immediate market shift.
HIGH
06:39
Apr 30
Apr 30
HBM sales are expected to triple year-over-year in 2026 with fully booked capacity and HBM4 shipments starting in February, signaling strong demand and narrowing margin gaps with conventional DRAM.
HIGH
06:35
Apr 29
Apr 29
The tweet shares a detailed article arguing that AI-driven HBM demand will grow exponentially due to token economics, but the author merely reposts without giving their own directional view.
HIGH
07:25
Apr 28
Apr 28
SK Hynix reports improved hybrid bonding HBM yield and completed 12-high verification, but mass production readiness and economic challenges remain unresolved.
HIGH
01:39
Apr 28
Apr 28
SK Group chairman warns that insufficient memory supply could drive customers to optimize algorithms using less memory, highlighting AI infrastructure bottlenecks.
HIGH
19:58
Apr 16
Apr 16
Commodity LPDDR and substrates over HBM and advanced packaging.
Positron AI uses LPDDR memory and organic substrates instead of HBM and advanced packaging, avoiding supply chain constraints and achieving higher memory capacity for scalable AI inference with commodity technologies.
HIGH
05:08
Mar 22
Mar 22
HBM sector mentioned as possibly breaking cyclicality, but no explicit ticker or directional commitment.
LOW
10:27
Feb 25
Feb 25
HBM co-mentioned alongside CPER in a copper bull thesis; no explicit position language stated for HBM specifically.
LOW
00:31
Feb 11
Feb 11
"We're in a region in southern British Columbia next to the Highland Valley mine of Teck... New Afton mine [New Gold]... and Hudbay with Copper Mountain." Armstrong highlights a "Southern BC" cluster effect. These major producers (New Gold, Teck, Hudbay) have operating mills nearby. If West Haven proves up a multi-million ounce resource, these specific neighbors are the logical acquirers to feed their existing infrastructure. WATCH. Monitor these majors for M&A activity in the region; they benefit from the same infrastructure advantages (power/roads) that lower opex compared to northern peers. Operational challenges at their own mature mines; falling copper/gold prices compressing margins.
12:58
Jan 09
Jan 09
Reports SK Hynix ADR planning; no current directional view from speaker.
LOW
About HBM Analyst Coverage
Buzzberg tracks HBM (Hudbay Minerals Inc.) across 15 sources. 4 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (20%). 20 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: bubbleboi, Josh Kale, babyfolio.