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HXSCL

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🔬 Memory Big Three (Samsung, SK Hynix) are being revalued from cyclical commodity plays to structural growth companies due to LTAs with hyperscalers, providing earnings visibility and a floor against downcycles

high convictionFirst mentioned Feb 26, 2026

Memory Big Three (Samsung, SK Hynix) are being revalued from cyclical commodity plays to structural growth companies due to LTAs with hyperscalers, providing earnings visibility and a floor against downcycles.

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entry Feb 26, 2026
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Signal post on X ↗@aleabitoreddit on X ↗
Thesis Lifecycle
🟢
openedFeb 26, 2026

Samsung and SK Hynix have low projected P/E ratios based on 2026-2027 earnings estimates, suggesting undervaluation.

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updatedMay 27, 2026+1 conv

存储大厂通过长期协议锁定产能、收入和风险，弱化周期性，导致估值重估。

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📝
updatedJun 1, 2026

Memory Big Three (Samsung, SK Hynix) are being revalued from cyclical commodity plays to structural growth companies due to LTAs with hyperscalers, providing earnings visibility and a floor against downcycles.

source ↗