Currently holding Western Digital and Kioxia. I find the performance over the last 2 months particularly interesting, because it puts the rebound effects of March into perspective and shows even more clearly where things are really going well.

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ElShib

@NFA_PT

1Lun·

SK Hynix Inc. (KRX: 000660, KR7000660001): The AI King's Sword

New Episode

$000660 - SK Hynix Inc

⚠️ Disclaimer: This content is provided for informational and educational purposes only and does not constitute investment, financial, legal, or tax advice. The information presented does not take into account the specific investment objectives, financial situation, or particular needs of any individual. This content may include speculative analysis and forward-looking statements that are subject to change and may not materialize. Past performance is not indicative of future results. Nothing in this content should be construed as a personal recommendation or an inducement to buy, sell, or hold any financial instrument. Financial markets involve risk, including the potential loss of capital. Viewers are strongly encouraged to conduct their own independent research and, where appropriate, seek advice from a qualified professional authorized and regulated under applicable local regulations. The creator of this content accepts no liability for any direct or indirect losses or damages arising from any reliance placed on the information provided.

https://youtu.be/aeYNoOiEtl0

www.youtube.comSK Hynix Inc. (KRX: 000660, KR7000660001): The AI King's Sword

3

PiHu

@PiHu

2Lun·

"Six times less memory": Google announcement causes chip shares to plummet

$GOOGL (-0,11 %)
$GOOG (-0,06 %)

Google has developed a new compression method for its AI applications that allegedly reduces the memory requirements of large language models by a sixth. As a result, investors are sending the share prices of memory chip manufacturers such as Samsung and Micron plummeting.

SK Hynix $000660

Samsung $samsung

Sandisk $SNDK (+0,68 %)

Micron $MU (-5,77 %)

Western Digital $WDC (-3,76 %)

Do you see this as an opportunity to get in? Or is it too risky at the moment?

https://www.boerse-online.de/nachrichten/aktien/sechsmal-weniger-speicher-google-ankuendigung-laesst-chip-aktien-einbrechen-20398038.html

www.boerse-online.de„Sechsmal weniger Speicher“: Google-Ankündigung lässt Chip-Aktien einbrechen

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3 Comentarios

misinvest@misinvest

2Lun

I also added $MU to my watchlist, but I want to wait until the chart shows some stability / new information emerges from the situation. It is a falling knife until then.

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Code & Capital

@Codeandcapital

4Lun·

Quartalszahlen 26.01-30.01.2026

$RYA (-0,27 %)
$UNH (+2,24 %)
$GM (+0,09 %)
$RTX (+1,85 %)
$UPS (+0,41 %)
$UNP (+0,13 %)
$NOC (+0,43 %)
$BA (+0,48 %)
$MC (+4,15 %)
$TXN (-2,55 %)
$STX (-3,84 %)
$SSAB A (+0,82 %)
$ASML (-2,61 %)
$GEV (-0,98 %)
$SBUX (+0,89 %)
$T (+0,88 %)
$GD (+1,32 %)
$MSCI (-0,04 %)
$META (-0,57 %)
$NOW (+5,25 %)
$IBM (+1,83 %)
$LRCX (-3,45 %)
$TSLA (-0,79 %)
$MSFT (+1,65 %)
$000660
$005930
$SAP (+4,91 %)
$ABBN (-1,1 %)
$DBK (+2,7 %)
$ROG (+3,55 %)
$DOW (-0,08 %)
$NDAQ (+0,4 %)
$LMT (+0,46 %)
$CAT (-1,13 %)
$TMO (+1,17 %)
$HON (+0,39 %)
$MA (+0,93 %)
$BX (+2,05 %)
$WM (+1,89 %)
$WDC (-3,76 %)
$SNDK (+0,68 %)
$V (+0,5 %)
$AAPL (+0,07 %)
$SOFI (-0,23 %)
$CL (+1,29 %)
$AXP (+0,85 %)
$XOM (-1,07 %)
$CVX (-1,24 %)

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7 Comentarios

der_Don@der_Don

4Lun

This will be a very interesting week in view of the numbers, Iran, Canada and a possible government shutdown.

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Ver todas las 3 respuestas adicionales

Mi(t)chel

@Mi-t-chel

4Lun·

Strategy Update 2026

Hi folks,

I'm about to make a major strategic change to my portfolio this month. I have cracked the €120,000 mark 🎉 and have taken this as an opportunity to weatherproof my allocation for the coming years.

Here is my roadmap:

1. the tax "life hack": FIFO optimization 💡

I stop my previous core ETFs ($VHVG (-0,46 %) , $MEUD (+0,41 %) , $EXCH (-2,75 %) ) and leave them untouched. Why? In Germany, the FIFO principle (First-In-First-Out) applies. By saving new ISINs from now on (MSCI World ex-USA, NASDAQ 100 & MSCI EM), I "protect" my old shares with the high book profits. Later, I can sell the younger tranches first with less profit and massively defer the tax burden.

2nd core update: USA cap & EM limits 🌍

From now on, my core (approx. 74% of the portfolio) will be re-saved with €280 per month. I love US performance, but don't want any bulk risk:

USA cap: maximum 55% in the core.

Emerging markets: cap at 10%

3. satellite & venture: my high-conviction stocks

This area should make up 20% of my portfolio. Here I invest €400-600 per month in themes that I absolutely believe in. Currently in focus:

Cloudflare ($NET (+0,77 %) ): Infrastructure & cybersecurity are the basis of everything for me.

Siemens Energy ($ENR (-0,71 %) ): My play on the energy transition and grid expansion.

Hims & Hers ($HIMS) (-0,3 %)Exciting disruptor in the telehealth sector.

Tech from the Far East: With Xiaomi ($1810 (-0,08 %) ) and CATL ($3750 (-7,95 %) ) I cover important future markets.

Coinbase $COIN (-0,64 %) complements my direct Bitcoin holdings (target: 3.5% crypto share of the overall portfolio).

Other additional stocks are $NBIS (-3,94 %) , $000660 and $RKLB (-1,13 %)

4. the big goal: retirement in 2054 🏁 or perhaps even earlier

The math is done: I am aiming for a final capital of around € 780,000 by 2054. With a sustainable withdrawal rate of 4%, this will give me a monthly pension of around €2,600 without having to deplete the capital stock in the long term, thus closing my pension gap. It should be mentioned in the calculation that I calculate with a 5% return per year instead of the expected long-term return of 7-8% and therefore include a safety factor.

The whole thing is rounded off with a 3% share of gold (Euwax Gold II) and 17% bonds as a safety anchor.

What do you think of the FIFO tactic? Do you also use different ISINs for the same market in order to remain flexible in terms of tax, or is that too much "portfolio messing around" for you? 😉 And what do you think of my selection in the venture sector?

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6 Comentarios

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

4Lun

I have also already consumed a lot of information on FiFo optimization. However, the usual recommendations for ETF switching there usually refer to the previous savings period, not to the capital paid in. Depending on the investment period, ISIN changes are common every 10 years. How long have you been saving in your existing core fund?

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Luke

@Klassi

5Lun·

2025 Review: Goal achieved thanks to a strong core

I didn't have such high expectations this year, after last year went very well thanks to $RKLB (-1,13 %) went very well last year. Nevertheless, I was able to exceed my target of €80k and would like to thank above all $000660 (SK Hynix) and again to $RKLB (-1,13 %) for a great year-end rally.

I am still very convinced of SK Hynix and think it is undervalued, Rocket Lab has of course run very hot and will probably come down to earth again (as it did today).

Happy New Year to you all and good luck with your investments in 2026 🙏🏼

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Code & Capital

@Codeandcapital

7Lun·

Quarterly figures 27.10-31.10.25

$KDP (+0,13 %)
$7751 (-0,46 %)
$NXPI (-2,27 %)
$WM (+1,89 %)
$CDNS (+1,6 %)
$BN (+0,19 %)
$SOFI (-0,23 %)
$UNH (+2,24 %)
$AMT (+0,86 %)
$UPS (+0,41 %)
$BNP (+1,54 %)
$NVS (+1,21 %)
$DB1 (+2,02 %)
$MSCI (-0,04 %)
$ENPH (-2,86 %)
$BKNG (+0,58 %)
$LOGN (-0,78 %)
$V (+0,5 %)
$MDLZ (+0,58 %)
$PYPL (+0,97 %)
$000660
$MBG (+0,55 %)
$BAS (+1,03 %)
$UBSG (-0,15 %)
$SAN (+2,06 %)
$CVS (+2,18 %)
$OTLY (-0,39 %)
$GSK (+1,94 %)
$ETSY (-0,52 %)
$CAT (-1,13 %)
$KHC (+0,63 %)
$ADYEN (+2,72 %)
$ADS (+1,3 %)
$AIR (+4,02 %)
$SBUX (+0,89 %)
$CMG (+0,4 %)
$META (-0,57 %)
$KLAC (-2,18 %)
$MELI (-0,01 %)
$WOLF (-6,75 %)
$GOOGL (-0,11 %)
$EQIX (+0,17 %)
$MSFT (+1,65 %)
$CVNA (+0,37 %)
$EBAY (+1,2 %)
$005930
$6752 (-1,59 %)
$KOG (-0,14 %)
$VOW3 (+0,83 %)
$GLE (+0,92 %)
$LHA (+2,68 %)
$STLAM (+0,35 %)
$SPGI (+0,45 %)
$MA (+0,93 %)
$PUM (+5,08 %)
$AIXA (-4,4 %)
$FSLR (-1,56 %)
$AAPL (+0,07 %)
$REDDIT (+0 %)
$AMZN (+0,97 %)
$NET (+0,77 %)
$MSTR (-0,68 %)
$GDDY (+0,46 %)
$TWLO (-1,31 %)
$COIN (-0,64 %)
$066570
$CL (+1,29 %)
$ABBV (+1,44 %)
$XOM (-1,07 %)

25

4 Comentarios

Fabi@fabsch

7Lun

Danke!

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Aktien Stammtisch

@Aktien_Stammtisch

1Año·

SK Hynix [ NVDA Supplier ] Q1'25 Earnings Highlights:

$000660

🔹 Revenue: ₩17.64T (Est. ₩17.2T) 🟢; UP +42% YoY

🔹 Operating Profit: ₩7.44T (Est. ₩6.62T) 🟢; UP +158% YoY

🔹 Net Income: ₩8.11T (Est. ₩5.04T) 🟢; UP +323% YoY

🔸 Overtook Samsung to become global No.1 in DRAM revenue and profitability in Q1

Segment & Operational Highlights:

🔹 DRAM Revenue Share: ~80%

🔹 DRAM Profitability Improved QoQ despite seasonal price weakness

🔹 NAND: Maintained profitability despite declining prices and volumes

🔹 Cash & Equivalents: ₩14.3T (UP ₩0.2T QoQ)

🔹 Debt Ratio: 29%, Net Debt Ratio: 11%

🔹 Operating Margin: 42% (vs. 23% YoY); UP +19pp YoY

🔹 Net Margin: 46%

Outlook & Guidance:

🔹 Q2 DRAM Sales: Expected to grow low-teens % QoQ

🔹 Q2 NAND Sales: Expected to grow over 20% QoQ

🔹 Maintains HBM demand projection: To double YoY in FY25

🔹 Capex: Slight increase YoY; remains disciplined and focused on ROI

🔹 eSSD Trend: Shift from 61TB to 122TB; developing 244TB QLC eSSD

🔹 AI-optimized eSSD demand (QLC/TLC) remains strong due to data center needs

Market Position:

🔹 Overtook Samsung to become global No.1 in DRAM revenue and profitability in Q1

🔹 HBM3E 12-layer chips to exceed 50% of HBM3E sales in Q2

🔹 Leading early mass production and customer qualifications for HBM4

🔹 DRAM mix shifting toward DDR5, 24Gb/32Gb chips

Strategic Developments:

🔸 Continued expansion of M15X fab to support AI memory scaling

🔸 AI-driven demand and DeepSeek models supporting long-term HBM growth

🔸 Entered LPCAMM2 production for AI PCs; SOCAMM2 for servers to follow

🔸 Strengthening supply chain collaboration amid global uncertainty

🔸 Proactive response to tariff-driven customer stockpiling; limited inventory concerns

Commentary:

🔸 CFO Kim Woo-hyun: “Tariffs and protectionist measures are making market forecasting increasingly difficult. We remain cautious yet flexible on Capex.”

🔸 “Despite macro volatility, HBM demand remains strong and predictable due to annual supply agreements.”

🔸 “Direct U.S. exports remain low; shipments for American clients are routed globally.”

Competitive Positioning:

🔸 “SK Hynix’s lead in AI memory and customized HBM solutions underpins our #1 position in DRAM.”

🔸 “We aim to maintain profit-led growth by focusing on high-margin, high-performance memory products.”

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Aktien Stammtisch

@Aktien_Stammtisch

1Año·

SK Hynix Q4 '24 Earnings Highlights;

$000660

🔹 Operating Profit: ₩8.08T (Est. ₩8.03T) 🟢

🔹 Net Income: ₩8.00T (Est. ₩5.91T) 🟢

🔹 Revenue: ₩19.77T (Est. ₩19.77T) 🟡

Outlook:

🔹 1Q 2025 DRAM B/G: Low-teen% decrease QoQ

🔹 1Q 2025 NAND B/G: High-teen% decrease QoQ

🔹 2025 DRAM Market Outlook: Mid-to-high teen% growth

🔹 2025 NAND Market Outlook: Low-teen% growth

🔹 HBM Revenue: Expected to grow over 100% YoY in 2025

Q4 Segments:

🔹 HBM Revenue: Over 40% of total DRAM revenue in Q4, with HBM3E shipments beginning as planned.

🔹 DRAM ASP: Increased +10% QoQ due to a favorable product mix (HBM and DDR5).

🔹 NAND Revenue: Growth driven by enterprise SSD (eSSD) demand, though legacy products like DDR4 saw price declines.

Full-Year 2024 Financial Performance:

🔹 Operating Profit: ₩23.47T; UP +102% YoY

🔹 Revenue: ₩66.19T; UP +102% YoY

Capital Expenditures and Strategic Investments:

🔹 2025 Capex: Significant increase for new FAB infrastructure and HBM production.

🔹 Dividend Plan: Fixed annual dividend to increase by 25% during 2025-2027.

🔹 1Cnm Technology: Production ramp-up of DDR5 and HBM4 products to maintain competitive edge in high-performance DRAM.

Key Strategic Highlights:

🔸 AI-Driven Growth: Strong demand for HBM products driven by AI servers and GPUs like NVIDIA’s Blackwell expected in 2025-2026.

🔸 General DRAM Shift: Reduced DDR4/LPDDR4 production to single-digit revenue share in 2025, focusing on DDR5 and HBM profitability.

🔸 Customer Alignment: Securing long-term agreements for HBM supply and aligning investments with hyperscale customers’ AI priorities.

🔸 China Concerns: Continued market dominance in advanced DRAM and HBM as Chinese manufacturers face challenges in producing high-performance memory products.

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SK Hynix

Price

Debate sobre 000660

Semiconductor and memory shares 1-month performance 📈

Quarterly figures 20.04-24.04.26