SK Hynix, every mention
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every year anyone Alex Kantrowitz 8David Cahn 1
Verbatim, from the transcripts: the passages where SK Hynix comes up
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 40:46 Alex Kantrowitz He's triple effort on SK Hynix, and he's going all the way.
- ▶ 44:55 Alex Kantrowitz Ranjan, uh, I think it was maybe two months ago where you talked about how, like, basically people in South Korea were, like, you know, triple levering on SK Hynix and driving Ferraris, uh, and living life. 5 times in the scene
- ▶ 54:47 Alex Kantrowitz And now we're talking about basically this is a story of people believing that the memory crunch, uh, was, was never going to let up to the point that like Samsung and SK Hynix, uh, are worth betting on, you know, triple or double levered…
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 56:10 David Cahn And then in twenty-twenty-six, you have like SK Hynix, Micron, and Samsung, which are like,
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 36:13 Alex Kantrowitz The world's three largest memory chip makers, Samsung Electronics, SK Hynix, and Micron Technology, now carry market capitalizations of more than a trillion dollars each, that's 22% above the combined market cap of the world's three most…