Bullish because the demand is

Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up.

@Success88 @SPOT_ON @HelenJanet @Fenger1188 @DiAngel @Kaixiang @Universe宇宙 @LuckyPiggie @Wayneqq @SR050321 Come join

@TigerEvents：[Events] SK Hynix Is Coming to Nasdaq. Bullish or Bearish?

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In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up.\n \n<a href=\"https://ttm.financial/U/4101948424484190\">@Success88</a> <a href=\"https://ttm.financial/U/3582922989777578\">@SPOT_ON</a> <a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet</a> <a href=\"https://ttm.financial/U/4088149090977750\">@Fenger1188</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3568714328624189\">@Kaixiang</a> <a href=\"https://ttm.financial/U/3585001294737518\">@Universe宇宙</a> <a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie</a> <a href=\"https://ttm.financial/U/3574671931921507\">@Wayneqq</a> <a href=\"https://ttm.financial/U/3577965120664925\">@SR050321</a> Come join</body></html>","htmlText":"<html><head></head><body>Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up.\n \n<a href=\"https://ttm.financial/U/4101948424484190\">@Success88</a> <a href=\"https://ttm.financial/U/3582922989777578\">@SPOT_ON</a> <a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet</a> <a href=\"https://ttm.financial/U/4088149090977750\">@Fenger1188</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3568714328624189\">@Kaixiang</a> <a href=\"https://ttm.financial/U/3585001294737518\">@Universe宇宙</a> <a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie</a> <a href=\"https://ttm.financial/U/3574671931921507\">@Wayneqq</a> <a href=\"https://ttm.financial/U/3577965120664925\">@SR050321</a> Come join</body></html>","text":"Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up. @Success88 @SPOT_ON @HelenJanet @Fenger1188 @DiAngel @Kaixiang @Universe宇宙 @LuckyPiggie @Wayneqq @SR050321 Come join","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/582171796263648","repostId":581137542447224,"repostType":1,"repost":{"magic":2,"id":581137542447224,"tweetId":"581137542447224","gmtCreate":1782910039762,"gmtModify":1782954000293,"author":{"id":3527667667103859,"idStr":"3527667667103859","authorId":3527667667103859,"authorIdStr":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/d95d339b1f41503e283097a33ab3ba9d","vip":4,"userType":4,"introduction":"Tiger Community Official Account","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":23527,"starInvestorFlag":false},"themes":[{"themeId":"74e6a538b7884613bc5e0b84059df04b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":74e6a538b7884613bc5e0b84059df04b}&rnconfig={\"headerBarHidden\": true}","description":"SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?","image":"https://community-static.tradeup.com/news/93cd0532c57cfc0aa46905c5fda0495c"}],"images":[{"img":"https://community-static.tradeup.com/news/084f37f41aa5a8bc0bd3f4816b02c630","width":"1254","height":"1254"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/084f37f41aa5a8bc0bd3f4816b02c630","width":"1254","height":"1254"}],"title":"[Events] SK Hynix Is Coming to Nasdaq. Bullish or Bearish?","html":"<html><head></head><body>SK Hynix may be one of the biggest AI memory IPO stories of the year.\nSK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.&nbsp; <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/084f37f41aa5a8bc0bd3f4816b02c630\" tg-width=\"1254\" tg-height=\"1254\">\nSK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM market, and the company has become a key supplier in Nvidia’s AI supply chain.\nOn the bullish side, investors are looking at AI data center demand, the global memory shortage, HBM pricing power, and SK Hynix’s leading position in advanced memory. The Nasdaq listing could also make it easier for U.S. investors to buy into one of the most important AI memory names, rather than accessing the trade mainly through Micron, Samsung, Korea ETFs, or semiconductor ETFs.\nSome investors believe SK Hynix still trades at a discount compared with U.S.-listed semiconductor peers. A Nasdaq ADR listing could broaden its investor base, improve liquidity, increase institutional coverage, and potentially help the market better recognize its AI memory value.\nHowever, SK Hynix shares have already surged this year, and expectations are high. The ADR offering involves new shares, which could bring dilution. Memory is also still a cyclical business. If investors start to worry about overcapacity, a slowdown in AI data center spending, or a peak in HBM pricing, the listing could turn into a “sell-the-news” event.\n\nHow to join:\n<ul>\n <li>\n Comment below and tell us: Are you bullish or bearish on SK Hynix? <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a></li>\n <li>\n Share this post &amp; tag a friend to join the event.</li>\n</ul>\n🎁 Reward Details\n<ul>\n <li>\n All eligible participants will receive 10 Tiger Coins.</li>\n <li>\n Lucky Trader: We will select the most interactive, insightful, or interesting comment to receive 1000 Tiger Coins.</li>\n</ul>\n⏰ Event Duration\n<ul>\n <li>\n From 1 July 2026 to 10 July 2026. <a data-mention-id=\"07747\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CSOP Samsung Electronics Daily (2x) Leveraged Product\" target=\"_blank\" href=\"https://ttm.financial/S/07747\">$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$</a> <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a></li>\n</ul></body></html>","htmlText":"<html><head></head><body>SK Hynix may be one of the biggest AI memory IPO stories of the year.\nSK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.&nbsp; <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/084f37f41aa5a8bc0bd3f4816b02c630\" tg-width=\"1254\" tg-height=\"1254\">\nSK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM market, and the company has become a key supplier in Nvidia’s AI supply chain.\nOn the bullish side, investors are looking at AI data center demand, the global memory shortage, HBM pricing power, and SK Hynix’s leading position in advanced memory. The Nasdaq listing could also make it easier for U.S. investors to buy into one of the most important AI memory names, rather than accessing the trade mainly through Micron, Samsung, Korea ETFs, or semiconductor ETFs.\nSome investors believe SK Hynix still trades at a discount compared with U.S.-listed semiconductor peers. A Nasdaq ADR listing could broaden its investor base, improve liquidity, increase institutional coverage, and potentially help the market better recognize its AI memory value.\nHowever, SK Hynix shares have already surged this year, and expectations are high. The ADR offering involves new shares, which could bring dilution. Memory is also still a cyclical business. If investors start to worry about overcapacity, a slowdown in AI data center spending, or a peak in HBM pricing, the listing could turn into a “sell-the-news” event.\n\nHow to join:\n<ul>\n <li>\n Comment below and tell us: Are you bullish or bearish on SK Hynix? <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a></li>\n <li>\n Share this post &amp; tag a friend to join the event.</li>\n</ul>\n🎁 Reward Details\n<ul>\n <li>\n All eligible participants will receive 10 Tiger Coins.</li>\n <li>\n Lucky Trader: We will select the most interactive, insightful, or interesting comment to receive 1000 Tiger Coins.</li>\n</ul>\n⏰ Event Duration\n<ul>\n <li>\n From 1 July 2026 to 10 July 2026. <a data-mention-id=\"07747\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CSOP Samsung Electronics Daily (2x) Leveraged Product\" target=\"_blank\" href=\"https://ttm.financial/S/07747\">$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$</a> <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK hynix\" target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a></li>\n</ul></body></html>","text":"SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change. $SK hynix(SKHY)$ SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM market, and the company has become a key supplier in Nvidia’s AI supply chain. On the bullish side, investors are looking at AI data center demand, the global memory shortage, HBM pricing power, and SK Hynix’s leading position in advanced memory. The Nasdaq listing could also make it easier for U.S. investors to buy into one of the most important AI memory names, rather than accessing the trade mainly through Micron, Samsung, Korea ETFs, or semiconductor ETFs. Some investors believe SK Hynix still trades at a discount compared with U.S.-listed semiconductor peers. A Nasdaq ADR listing could broaden its investor base, improve liquidity, increase institutional coverage, and potentially help the market better recognize its AI memory value. However, SK Hynix shares have already surged this year, and expectations are high. The ADR offering involves new shares, which could bring dilution. Memory is also still a cyclical business. If investors start to worry about overcapacity, a slowdown in AI data center spending, or a peak in HBM pricing, the listing could turn into a “sell-the-news” event. How to join: Comment below and tell us: Are you bullish or bearish on SK Hynix? $SK hynix(SKHY)$ Share this post & tag a friend to join the event. 🎁 Reward Details All eligible participants will receive 10 Tiger Coins. Lucky Trader: We will select the most interactive, insightful, or interesting comment to receive 1000 Tiger Coins. ⏰ Event Duration From 1 July 2026 to 10 July 2026. $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $SK hynix(SKHY)$","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/581137542447224","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["07747","SKHY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1923,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":191,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":560,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/582171796263648"}