Substack · Ed Butowsky
Same Profits, Lower Price: Why We Prefer SK Hynix (SKHY) to Micron
The world’s largest maker of AI memory earns about what Micron earns, returns far more cash to shareholders, and costs less. Here is the case and how we think about buying it.
Desde publicación SKHY −12,1 % α −10,4 p. p. vs S&P 500 · USD