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Behind every AI breakthrough is the technology that makes it possible. SKHX - the Leverage Shares 2x SK Hynix ETF is now trading on Cboe. Not an offer, solicitation or investment advice.

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Tom Lee just went on CNBC and said buy every dip in Korea, SK Hynix, and Samsung and here is why he is right (Save this). SK Hynix controls approximately 60% of the global HBM market and reported an operating margin of 72% in Q1 2026 and its entire HBM supply through 2026 is fully contracted. The selloff is technical driven by Korean retail leveraged ETF mechanics not a deterioration in the underlying business. The ADR listing is the structural event that changes the stock's trajectory. SK Hynix listed on Nasdaq under ticker SKHY on July 10, raising $29.65 billion, the largest foreign ADR offering in history, surpassing Alibaba's 2014 debut. Until this listing, most American institutional capital was categorically unable to own SK Hynix. Pension funds, index funds, and insurance companies operating under US listed only mandates had no direct path to the dominant AI memory company in the world and that changes overnight. SK Hynix trades at 6.2x forward P/E versus Micron's 7x, despite holding the superior position in HBM and that discount closes as passive inflows materialize. The core argument across all of it, unless memory and semiconductors are no longer central to AI and there is no replacement in sight there is no reason to be worried about Korea, SK Hynix, or Samsung. Every dip is buyable and Milk Road Pro members are up massively on these trades, come join Milk Road Pro for just a dollar using the link below to get our full trades.

Milk Road AI

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