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Opinions Stan Wong
SK Hynix - ADRSKHYVPARTIAL BUYAug 13, 2026
Stock price when the opinion was issued
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Listing on the NASDAQ is good for fund flows and for the stock, but there's some degree of geopolitical risk. Stock's gone vertical. He's read that the average South Korean has gone into lines of credit to buy this stock. If that doesn't signal the top of the market, what does?
It begs the question of whether the AI chip is really going to monetize? Market's currently fixated on hardware. History shows that the lion's share of profits typically accrues to the software side of the ecosystem.
Over its history this stock's gone from boom to bust, almost going bankrupt a couple of times. Very volatile segment. A very interesting question is will you make $$ if you hold it for 5-10 years? Remember the dot-com era.
Very strong stock. Heavier into the high bandwidth memory space. You can start accumulating here. Valuation is very attractive, as is the growth rate (north of 50-60%). Recent weakness could be due to profit-taking.