u/ChillMeerkat

I used data from the last 4 quarter since that is what all the companies already reported. It turs out only 2 out of 9 companies beat reddit in TTM pre-sbc net Income to SBC ratio. Reddit's ratio turned out to be over 3 which means they only use less than third of the net income for sbc which is still a lot but compared to other high growth tech companies it is a moderate ratio.

https://preview.redd.it/qqyu58mdbrgh1.png?width=1444&format=png&auto=webp&s=e5386e75042d9b42261ced5c636472fe8dd3ae29

• Reports revenues of 79.3187 trillion won, operating profit of 60.5426 trillion won, net profit of 93.9226 trillion won
• Record-Breaking Quarterly Performance Driven by High-Value Product Sales Amid Strong AI Demand; Cumulative First-Half Revenue Surpasses 100 Trillion won for the First Time
• Long-Term Agreements with around 10 Key Customers; Multi-Year Contracts and Technological Innovation Address Structural Demand Growth
• HBM4 achieves customer-required operating speeds, industry-leading power efficiency, and cost competitiveness, demonstrating differentiated technological edge
• Company to reinforce Production Capacity and Financial Health simultaneously by Preparing for Mid-to-Long-Term Growth Opportunities while Adhering to CapEx Discipline

Seoul, July 29, 2026 – SK hynix Inc. (or “the company”, www.skhynix.com) announced today that it has recorded 79.3187 trillion won in revenues, 60.5426 trillion won in operating profit (with an operating margin of 76%), and 93.9226 trillion won in net profit (with a net margin of 118%), marking an all-time high quarterly performance.

Driven by sustained demand growth from expanding AI infrastructure investments, high-performance products for AI servers led price increases, enabling the company to surpass its previous record set in the prior quarter. Consequently, cumulative revenue for the first half of the year crossed the 100 trillion won mark for the first time in company history. Revenue and operating profit increased by 257% and 557% year-over-year, respectively.

* Q2 2025: Revenue of 22.232 trillion won, Operating Profit of 9.2129 trillion won
* Q1 2026: Revenue of 52.5763 trillion won, Operating Profit of 37.6103 trillion won

Source

Personally I would encourage reddit to implement AI moderators who can overturn decisions which were came from offended mods who never touch grass and took something personal for their ideology resulted in banning people unjustifiably. What do you think?

https://preview.redd.it/tg30touhaf9h1.png?width=873&format=png&auto=webp&s=0015ab2dfdf6592a1c66807621202be7f0ccfaa6

Yesterday I checked the quarterly eps and revenue growth of smh holdings and realized that more than half of the semi stocks are overpriced based on my criteria. I find holding companies with 40+ FW PE and 15% revenue growth insane. It wasn't easy though, in 4 years my position grew 4x and it was one of my best investment if not the best.

I'm still holding some semi etf and still bullish on tsm and nvidia but the sector as a whole is becoming more and more based on dreams and hopes that the endless demand will continue forever.

Intel, which is 8% of the smh etf is the most insane. They failed at manufactoring, failed at innovating and now suddenly they will take over amd and tsmc. They had 7% growth rate last quarter and has a 80 FW PE ratio.

Micron which has a way lower forward PE and huge growth went from below $100 to $800 in a year. Even tho numbers seem great, the competition in memory business is brutal. IMO long term demand will drop while the new factory buildout grows, margins will fall and eps will crunch.