SKHY
SK Hynix Inc. American Depositary Shares
Mentions (24Hr)
-22.22% Today
Reddit Posts
Where's that personwith millions in SKHY options expiring on 11/20?
AI Fundamentals Strengthen, but Market Positioning Calls for Patience
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Apparently buying the dip makes me a gambler. Thoughts on buying, logging off and checking back after a month.
Sold my SKHY 195 puts 16/10 on 5 October, the day before this huge drop. Would have easily been almost 6k
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months.
Made $550k in 90 days. Can't stop / won't stop 🚂
Top stocks hitting 52-Week Highs/Lows - September 9, 2026 📈 📉
SK Hynix Reaches Tentative Labor Deal as Average Performance Bonus Could Exceed $500,000
My bullish thoughts on Penguin Solutions $PENG and why I've been buying - CGPT edited
Made $375k CAD day trading using margin in 60 days
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
SanDisk stock sinks as revenue forecast falls short of expectations
Yesterday I said SK Hynix was surprising low. Today it hit Korea's 30% limit. I don't think the US ADR will catch up.
SK Hynix at below $130 seems low especially after CXMT's historic IPO
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
Top stocks hitting 52-Week Highs/Lows - July 29, 2026 📈 📉
STX crushed earnings while SKHY's record quarter barely moved the needle. HDD winning the narrative right now?
SK Hynix $SKYH Earnings Shed Light on Memory Capacity and Demand
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Top stocks hitting 52-Week Highs/Lows - July 27, 2026 📈 📉
Mentions
So I thought I made a profit by holding SKHY through earnings only to watch all those gains get wiped out by a massive drop in the stock price in just two days. what a fucking joke
The fact that MU has fallen so low is a joke. SKHY and SNDK have shown that demand for memory is still there—and not just for the next few months—and the big Big Tech companies are sticking to their CapEx spending or even increasing it in some cases. So if you don't buy in now at $900, it's your own fault
That was probably a stock buyback rally initiated by SKHY.
a lot of them moved to our market. Like they bought SKHY instead
Shoutout to the Koreans for gifting a nice fat 13% for SKHY
SKHY up 18% in a week and regarded bears think AI is dead :pointlaugh: poors cope harder
How does SKHY go from 15% to -8% in 2 days? Clown market
Literally short SPCX SKHY and chill. Gave the blueprint but y’all fell for bols trickery bounce
What are the koreaboos doing, dumping SKHY?
I switched from bear to being a bull for SKHY just before close for 0dte. You think it can recover next week? Lol
Going to need SKHY to start doing their stock buyback tonight.
Expecting SKHY style pump for SNDK tomorrow, first we dump(happening now) then we Astro up, if I am right I still have a chance on that Chanel bag for my wife, if I am wrong I am gonna get divorced, NFA
AI only handful are doing well SKHY, KLAC, MU and SNDK all rest only hv backlog
Yea was hoping for a quick buck with amazon but i ended up fucking my gains from SKHY and BBAI
I'm short SPCX 160s and some SKHY so I'm sitting pretty, but I feel bad for some of you guys. Never gamble on earnings. Wait till they come out first.
I wonder what price SKHY will open at because i got some poots🙏
SKHY down 5% and KOSPI ain’t even open yet lmao
All recent earnings, except SKHY, dropped an impressive red bar. Why did you think INTC would do better? It only went up because Trmp talked it up anyway. And SKHY, well, it will fall in with others.
Probably chip stocks SNDK, MU, SKHY, WDC, STX safest to buy now. All had impressive earnings. Meta & MSFT impressive considering what hspoend to amzn & goog
$SNDK the only reported earnings up this evening, but $SKHY which had better earnings is down :kek: :kek: I’m going shopping :happy:
Samsung and SKHY both posted massive earnings beats last night and the night before
Been heavily beaten before earnings like SKHY was, if it can beat the cylical demand the market is pricing in with strong forward guidance and contracts like SKHY it will moon.
SKHY 1% down, MU 3% down, why?
SKHY following MU to the grave.
They dump SKHY to screw over my calls so that they could give some whale a chance to buy calls cheaper. I hate taking one for the team.
Ready for some SKHY discounts today :happy:
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SKHY** | $167.22 (above) | $160.79 | +4.0% | Fri 8:26 AM ET |
!banbet SKHY +4% 1d
Rotation from GOOG to SKHY it is known 🤝
SKHY tried to pump and failed lol
SKHY Carrying the Memory sector Hard right now... MU and SM will break their back, SNDK can't miss
Why don't any of you run the extremely free asian market SKHY trade
I would be careful. Based on SKHY earning yesterday, these AI companies have already reserved the RAMs that will be produced for next 3~4 years. I'm mostly concerned about the companies buying these RAMs at astronomical price, not the producer of these chips.
And they're somebody that sells fantasies so they can be safely ignored. For that matter, SKHY's guidance can also be ignored as they're in the group that'll be the last train out on this. Needless, to say, the cues be cuing here and if you don't want some really annoying pain, you really want for the Nasdaq to go ahead and flush now, otherwise the possibility of a very annoying -35ish% type grind lower like 2022 is very, very much on the table.
SKHY will be the next that trapped everybody today
What strike and expiry? And when did you buy the SKHY calls? Looks like you timed the bottom pretty well
ok, here is my non-biased bull/bear story. also, did you know: SKHY, the US-listed version (10 US shares = 1 Korean share), trades about 47% above the Seoul price held up partly by a cap on how many Korean shares can be converted into US shares. # Bulls say * Q3 revenue ₩104.6T (+32% q/q) and operating profit ₩83.3T at a 79.7% margin beat expectations by \~9–10%; Q4 DRAM shipments guided up by the mid-20s percent. (SK hynix 3Q26 results release (news.skhynix.com) and Form 6-K (sec.gov), 2026-10-28 — IFRS; SK hynix 3Q26 earnings call, 2026-10-28 (transcripts: Motley Fool, Investing.com): LTAs with 14 customers >50% of 2027–28 capacity, \~5-year terms, prices within an agreed range; HBM4 to pass HBM3E in Q4; Q4 DRAM bits +mid-20s% q/q; demand > supply through 2030 (company view)) * Long-term agreements with 14 customers (up from \~10 in July) cover more than half of 2027–28 capacity; HBM4 is in full production and expected to outsell HBM3E in Q4. (SK hynix 3Q26 earnings call, 2026-10-28 (transcripts: Motley Fool, Investing.com): LTAs with 14 customers >50% of 2027–28 capacity, \~5-year terms, prices within an agreed range; HBM4 to pass HBM3E in Q4; Q4 DRAM bits +mid-20s% q/q; demand > supply through 2030 (company view)) * ₩98.7T of net cash and \~₩100T of 2026 dividends and buybacks; at the Seoul price the stock needs only \~3 years of peak profit in our cycle model. (SK hynix 3Q26 results release (news.skhynix.com) and Form 6-K (sec.gov), 2026-10-28 — IFRS; NovaWatch SKHY valuation snapshot 2026-10-28 (markdown files/dcf-tests/skhy\_2026-10-28/snapshot.md + skhy\_reverse.py): the cyclical-v2 DCF engine on authored IFRS inputs, same lens as Micron) # Bears say * SKHY costs \~47% more than the same share in Seoul ($162.79 vs $110.73); that premium has swung between \~33% and \~53% since July and can close by the US price falling. (ADR premium: Bloomberg 2026-07-14 (\~51%) and 2026-10-07 (\~38%, lockup expiry); Korea JoongAng Daily / Seoul Economic Daily (2.5% conversion cap); NovaWatch prices 2026-10-28: SKHY $162.79 vs ₩1,487,000 ÷ 10 ÷ ₩1,342.86/$ = $110.73 (+47%)) * The 80% margin compares with −24% in 2023 and 15% in 2022; our model puts the US price at \~5 years of peak profit and \~$128 a share. (SK hynix annual results 2022–2025 (IFRS, via the Mint Yahoo relay / company releases): revenue ₩44.6T, ₩32.8T, ₩66.2T, ₩97.1T; operating margin 15%, −24%, 35%, 49%; NovaWatch SKHY valuation snapshot 2026-10-28 (markdown files/dcf-tests/skhy\_2026-10-28/snapshot.md + skhy\_reverse.py): the cyclical-v2 DCF engine on authored IFRS inputs, same lens as Micron) * No disclosed price floors (Micron disclosed floors on $134B of contracts); Samsung held \~33% of HBM in Q2 and a 2028–29 capacity wave is coming. (Micron FY26 10-K (filed 2026-10-09, sec.gov): $134B of contracted revenue at minimum prices; price floors on most strategic agreements; Competition research 2026-10-28 for the Micron review: TrendForce 2027 outlook (2026-08-04), Counterpoint HBM share Q2-26 (Samsung \~33%), SemiAnalysis/TrendForce on CXMT capacity; 2028–29 capacity wave (Samsung P5, SK hynix Yongin, Micron Idaho-2))
Completely wiped out my $SKHY gains by gambling on $GOOGL earnings. The only thing that makes me feel better is that Berkshire also shit the money bag with this one
$SKHY saved us just for $GOOG to kill us i'm in neither, but my $AMD calls feel the pain
Wil short SKHY if it takes iut LOD
SKHY :money: :money: :money: :money:
SKHY is trading at 9x trailing P/E and 3.96x Forward P/E
SKHY still rising. Maybe I shorted it too early (just now) u/Federal-Watch
Someone earlier said they bought puts but it's been going up since he said it so.. maybe. A healthy pullback might happen but you seems to know more about SKHY actions than me so trust your guts!!
Also u/Federal-Watch made it out bigly with her SKHY play
Choooo chooo all aboard the SKHY 170 train Chug chug 🚉🚉🚉
Should I sell my meta and just full port SKHY? Asking for a friend
SKHY ripping to 170 today if SPY is green🚀🚀🚀
Did you take a look at the profit of SKHY? You don't need to bull to understand that number.
realistically, MU should be at 1200 minimum and SKHY should be like 200.
SKHY $170 please today
u/Federal-Watch your SKHY play is super green! You're riiiiiiiich 💰🤑💰🤑💸💲
SKHY fast tracked the completion of the Yongin fabs from 2040 to 2033, and announced they'd fast-track the Honam cluster as well. They're going as fast as possible.
Did SKHY guy hodl (I hope)
Easy 10% from SKHY this morning. Might go get a Bagel with cream cheese
Memory bears will be on life support today. SKHY nailed it in their earnings call.
because SKHY was going to/did blow out earnings
Feelin’ super fly with my $SKHY, catchin’ shawty’s eye as I walk on by :money: :money:
SKHY calls might be printing harder than those Meme stocks from earlier this year wtf
Korea coming in hot with SKHY insane beat
I took SKHY options overnight
SKHY pump to 170C so i break even and never touch options or leverage again pwease?
If this was priced in SKHY would be at ATH
I can make myself cum using just my mind (thinking of SKHY puts at open)
Well dang, no list anywhere seems to have SKHY which did announce earnings Tuesday AMC... It's taking off... Memory seems to be poised to fly again? Maybe....?
!banbet SKHY -10% 2d
SKHY flying!! God I love this shit!! :money:
$SKHY now expects memory demand to outpace supply through 2030 with DRAM demand growing over 20% in 2027 alone.
Please burn the SKHY puts to a crisp today :pray:
Was SKHY earnings that much of a beat? Coz all the other memory stocks beat and got destroyed, so these crazy Koreans must have like triple beat or something
Jesus SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS \- Revenue: $78.9B (Est. $74.8B); +328% YoY \- Oper Profit: $62.8B (Est. $58.5B); +632% YoY \- Oper Margin: 80%; +3,300 bps YoY; record high \- QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: \- DRAM Bit Growth: Mid-20% QoQ \- NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: \- DRAM ASP: High-20% QoQ; bits \~+10% QoQ \- NAND ASP: Mid-20% QoQ; bits slightly lower QoQ \+1% ON kospi up 5% Lets fuckin go! Need ATH on AMD, mu, sandisk
SKHY earnings competing with the earnings shit show we saw early in AH
My smooth brain finally did something right. Talked myself out of HOOD calls and into SKHY calls
SKHY is sold out through 2030, is more insane to me
SKHY profit margins 80% NVDA profit margins 75% Wild
SKHY, this is why you’re the GOAT. holding through earnings is intense af lmao
# Bull Case * **Structural AI supercycle**: Management explicitly forecasts memory demand outpacing supply through 2030. LTAs with 14 major cloud providers locking in 50%+ of 2027–2028 capacity provide rare earnings visibility for a memory company. * **Operating margin at 80%**: No major semiconductor company has sustained margins at this level. Each incremental dollar of revenue drops to profit at an extraordinary rate. * **₩100T shareholder return**: At current market cap (\~₩1,000T based on \~1.04T USD), the shareholder return represents \~10% of market cap returned in a single year — extraordinary by any standard. * **Valuation**: TTM P/E of \~7.3x despite record earnings and strong 2027 guidance. # Bear Case * **Net profit miss** creates uncertainty until the next quarter clears the non-operating noise. * **ADR premium (42%)**: US-listed SKHY holders are paying a structurally significant premium for access to the same business. This premium has historically compressed. * **Samsung's HBM progress** could erode SK Hynix's pricing premium and market share in the most profitable product category. * **Memory cycle risk**: The industry has produced many "super-cycles" that ended. Rising supply from Yongin Phase 1 and industry-wide CapEx expansion could eventually tip the supply-demand balance. * **Solidigm funding gap**: Without the IPO, NAND expansion requires more internal capital, potentially pressuring FCF and future shareholder returns.
SKHY had great earnings, but that doesn’t help push away of the existing bear cases. The issue comes from the fact that the worries were never about the continued demand around AI infrastructure, the real problem is around the funding of that demand which is now fueled by equity issuances since debt markets are closed for these activities. Then secondly, the rumors that there is a significant amount of pre-purchases of hardware while most of it isn’t even installed yet since data centers are not getting built as fast as anticipated due to energy constraints and social backlash which then involves politics into the issue. Memory demand was never the question, where the money is coming from and whether the buildout has been overdone for the speed of implementation is the real issue.
SKHY and Dram doing work for me to offset the shit stink, that is Reddit
Idiot they're shorting SKHY because of the ADR premium not fundamentals
Will most likely close above 6k today and SKHY might rally a tad later, if we don't dump at open later then we might see some good gains today
SKHY delivered a bazooka of a report now wait for SNDK this week and the mf bears can sleep for real..
I was told AI going to zero and memory was cyclical and MU would go sub 100 and SKHY be delisted
back to back 100k volume 5m candles on SKHY at 8pm
SKHY says memory supply will not meet demand until the next decade but aren't increasing production... MU is the only one not a bitch
-10% confirmed for SKHY tonight :cry:
This SKHY rally so weak I couldn’t even reverse and hop on it as a bear
after this $SKHY report if $MU ain't going to 1200 , this market is just bullshit. have never seen any one sector mint so much money. mad mad numbers
SKHY, I need you to go up by like 15% please.