HXSCL - SK Hynix Inc.

Market share leader in HBM (~50-55%) and first to be approved inside Nvidia products. At ~4x forward earnings it is the cheapest name in the entire memory stack.

SK Hynix is another major DRAM holding that the video says to watch closely for more volatility amid the tariff situation.

SK Hynix is a top holding in DRAM; exposed to potential semiconductor tariffs and market volatility.

The fund held a concentrated long position in SK Hynix as a purported winner in the AI revolution; this is a factual description of the fund's bet, not a viewer recommendation.

Mentioned as part of the hedge fund's memory/AI infrastructure basket. Memory is later flagged as failing the cost-of-capital test, implying downside risk.

Similar to Samsung; heavily leveraged, dominant in memory chips, and vulnerable to AI spending slowdown.

Down 6% overnight; $29B ADR debut dilutes the memory trade, adding downward pressure on Micron and SanDisk.