Company
SK Hynix
- Episodes
- 8
- Share
- 0.9%
- Shows
- 8
- Net sentiment
- +0.17
Down from 1.0% of episodes in the weeks before; net sentiment was −0.10.
Bullish 3Mixed 1Neutral 2Bearish 2
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on SK Hynix. Longest episodes first.
Bullish 3
- Ramping memory production amid a severe supply crunch for memory.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Major memory chipmaker whose shares the fund is buying back into.Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam · The Pomp Podcast · Oct 20
- Highest quality HBM franchise with a big Nvidia tie and strong balance sheet; scored 8.5 composite.Episode 107 | The AI Bottlenecks: Memory, Chips, and Power · Market News with Rodney Lake · Oct 22
Bearish 2
- HBM hybrid bonding adoption delayed, weighing on the ROI case for memory makers.Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang · SemiAnalysis Weekly · Oct 23
- Paused a planned $15bn US IPO after shareholder and regulator pushback over market conditions.Stock markets stumble; Trump to cut more Canada tariffs, and more · The World in Brief from The Economist · Oct 24
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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