SK Hynix landed on NASDAQ with a $26.5 billion valuation, setting a record for foreign companies' US IPOs. It rose over 12% on its first day, pushing its market cap past $1.2 trillion, demonstrating the market's long-term confidence in AI computing power demand. As the leader in HBM (High Bandwidth Memory), its products are embedded in almost every Nvidia AI chip, and its 72% profit margin even crushes NVIDIA's. This listing not only injects capital into SK Hynix's $390 billion expansion plan, including new plants in Yongin, but also allows global investors to directly participate in the AI hardware boom. Driven by both memory cycles and structural AI growth, SK Hynix has transformed from a cyclical stock into a core asset of AI infrastructure.

Conclusion: 1/2 position base, 1/2 flywheel strategy