SKHX is a classic case of how

SKHX is a classic case of how fast semiconductor valuations can be re-rated when demand shifts.

Just a few years back, the company was still in a loss cycle. Now it's generating roughly $30M in profit per quarter, putting it in a completely different league compared to where it started.

What the market is really pricing in here isn't the past, but the structural shift: moving from a struggling cyclical player to a consistent cash-flow generator within the broader AI and memory demand environment that $NVIDIA(NVDA)$ has helped define.

The speed of this turnaround is exactly why semis remain one of the most asymmetric sectors when the cycle turns.

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