BUY Conviction5/5 Analysis quality90/100 after its NASDAQ ADR listing on July 10th
The YouTuber strongly recommends buying SKH Highix after its NASDAQ ADR listing on July 10th. The company is the dominant supplier of High Bandwidth Memory (HBM), which is critical for AI chips and is experiencing a super cycle with demand outstripping supply well into 2027. SKH Highix is tripling revenues year-over-year with high operating margins, making it a leader in a high-growth, supply-constrained market.
“US investors are about to have a direct way to own the leader of the memory super cycle for the very first time.”