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InsightsBLOGMay 11, 20261 min read
SK Hynix: Still Cheap After a 9x Move?
By modernvalueinvesting
Primary Source Material
Published via substack_modernvalueinvesting
I have first written about SK Hynix in my seminal April 2025 writeup on “Investing in the Age of AI.”
At the core of the article was my investment case for AI stocks based on what I called the “AI flywheel”:
Back then I wrote:
Implications of the AI Flywheel
The positive feedback loop at the heart o...
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