SK hynix should reprice strongly because its blowout earnings make the case that memory is structurally different now. At the current earnings pace, it would earn back its entire market cap in two years; buybacks and dividends also return cash to shareholders and add to value. x.com 

SK hynix's exceptional margins and contracted capacity underpin a bullish outlook despite shares sitting around half their June high. Q3 operating margin reached 80%, up from 47% a year ago; long-term deals with 14 customers cover over half of 2027-28 capacity, and management expects demand to exceed supply through 2030. x.com 

SK hynix looks like the weakest storage short because it has fallen behind. More negative news may follow beyond HBM4; its LPDDR6 is reportedly well behind Samsung's. x.com  x.com 

SK hynix has unusually strong earnings visibility because it expects memory demand to exceed supply through 2030, while long-term agreements with 14 customers cover more than half of its 2027 and 2028 production capacity. Record Q3 operating profit of KRW 83.3T also beat the KRW 76.7T estimate. x.com  x.com 

SK hynix's record earnings and five-year volume and spec agreements make its valuation look too low. Quarterly revenue reached KRW104.62T, up 32%, and operating profit hit $63B against a $785B market cap, below AMD's and less than half Tesla's. Its planned KRW100T (~$75B) shareholder return would be one of the world's largest, signaling conviction and unusual demand visibility. AI-inference 3D DRAM is coming by 2030; a reasonable valuation is all that is sought. x.com  x.com  x.com  x.com  x.com  … Show more

SK hynix was priced to perfection, and its relisting into QQQ was meant to drive it higher, but it missed its first quarter after going public, which a newly listed company can't afford to do. x.com  x.com 

SK hynix's reported growth and shareholder returns make its low earnings multiple stand out. Revenue rose 328% year over year and operating profit 632%, with shareholder returns worth about 9.5% of market cap, yet the stock trades at roughly 3.0 times estimated 2027 earnings. x.com 

SK hynix's contracted capacity and demand outlook make its record quarter hard not to like. Agreements with 14 major customers cover over half of 2027-28 capacity; it expects demand above supply through 2030. Q3 revenue of $78.8B and operating profit of $62.8B beat $74B/$58B Street estimates, its first quarter above ₩100T with near-80% margins. It guides roughly ₩100T in FY26 shareholder returns, including a ₩20,000 Q3 dividend, half a one-off Kioxia special. x.com 

SK hynix is a leveraged $1.5 trillion company headed for a "doomsday" reckoning. Its shares have already dropped from $194 last week to $120. x.com 

SK hynix's surging earnings challenge the idea that commodity memory profits are about to vanish. The attached report says third-quarter operating profit rose more than sevenfold and its operating margin reached 80%; analysts quoted there expect the earnings climb to continue at least through next year. Micron and Samsung are named alongside SK hynix. x.com