---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000810112.md"
description: "sk hynix +14% ahead of the 29th, hbm share still number one at 56%. they supply nvidia hbm4 so this is a direct AI infra play, not just a memory ticker. the july dip was a gift imo. holding into the report, might trim a touch before just in case"
datetime: "2026-07-22T08:02:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000810112.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000810112.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000810112.md)
author: "[Big_Angel](https://longbridge.com/en/profiles/16656601.md)"
generator: "portal-rs"
---

# sk hynix +14% ahead of the 29th, hbm share still n…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
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- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**