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u/UnlikelyPlane5532

r/NvidiaStock r/MSFT r/SKHynix r/BroadcomStock r/singaporefi r/NVDA_Stock r/ETFs
▲ 14 r/SKHynix

SK Hynix Premium Preserved and Healthy Growth Prospects

The SK hynix ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used. So it will be impossible for anyone to buy cheaper Korean shares and create new ADRs to close the gap.

The growth outlook is also compelling. Hyperscalers (Google, Amazon, MSFT) are committing enormous capex to AI data centres, driving demand for HBM, server DRAM and enterprise SSDs. SK Hynix is the world's leading HBM supplier and reported record Q1 2026 revenue and operating profit, with further potential from the transition to HBM4.

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u/UnlikelyPlane5532 — 3 months ago
▲ 66 r/ETFs

Another reason to be bullish about DRAM ETF

Unionized workers at Samsung Electronics Co. said Wednesday they decided to postpone plans for a general strike and will put a tentative wage deal to a vote.

The general strike scheduled for May 21-June 7 will be postponed until further notice, according to a notice from the joint headquarters of Samsung Electronics’ labor union, as reported by Yonhap.

Union members will participate in a vote on the tentative wage deal starting Saturday, the union said.

Source: https://au.finance.yahoo.com/news/samsung-workers-postpone-general-strike-143210108.html

Also strong Nvidia results will again signal greater memory demand - more good news for DRAM

u/UnlikelyPlane5532 — 5 months ago
▲ 94 r/NvidiaStock

Nvidia just hit new ATH of 222.65! Unstoppable. And making new highs as we speak

Edit: I did post that a little too hastily and just going to say that Nvidia will have its pullbacks, but it’s still worth it!

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u/UnlikelyPlane5532 — 5 months ago