SK hynix's AI Inflection: A Tactical Long on a Memory Giant Repositioning for the Cloud AI Boom
SK hynix appears to have moved from commodity DRAM supplier toward a differentiated AI-memory play. The strategic push into higher-margin AI-optimized HBM and customer partnerships could re-rate the stock if execution follows through. This trade idea lays out an entry at $95.00, a conservative target of $145.00 and a stop at $78.00, with a primary …