SK Hynix Shares Surge. Why It's Not Too Late to Buy the Stock.

Impact · against what's priced in

SK Hynix's massive share buyback and revenue visibility through 2029 provide immediate fundamental support. For Nvidia, the news confirms the sustained AI hardware cycle but doesn't bridge the gap toward the trillion-dollar revenue projections the market is currently ignoring.

NVDA+0.10: Already priced in
The price assumes: Sustained AI data center revenue growth above the 19% CAGR the price requires
SK Hynix reporting that HBM demand is more than double its current supply confirms the persistent demand for the AI hardware that drives Nvidia's core revenue, which the price already assumes.
What NVDA's price assumes · Sep 1

SK Hynix Shares Surge. Why It's Not Too Late to Buy the Stock.

earnings▲7%
semiconductors▲3%
NVDA
ai
000660
dram
hbm
memory chips

SK Hynix Shares Surge. Why It's Not Too Late to Buy the Stock.

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