A lentebb nevezett úr top AI pick-je.
Koreai cég, még nem hallottam róla, persze azért ez is triplázott már a tavasz óta, úgyhogy nem tűnik ideális beszállónak. Mennyi mindenre mondtam már ezt :)))
The first answer came from panelist Andrew Homan, managing partner at privately held AI investment fund Maverick Silicon, a newish spinoff of the $10 billion Maverick Capital hedge fund, where he spent two decades. Maverick Capital is known for its early investments in Nvidia.
Homan flagged South Korean memory chip maker SK Hynix
as his AI beneficiary pick. “When you look at each generation of Nvidia
chip or Google GPU, memory is the one piece of the build materials that
continues to grow each generation, and so they are capturing more and
more value,” he said.
SK Hynix dominates within “critical memory that’s used for AI models,” and is in a business that has “fundamental supply limitation” where capacity can’t be brought online as fast as possible, and that will weigh on memory chip supply. Homan also said that he expects SK Hynix will grow its book value, which is a company’s net worth defined as total assets minus all liabilities, by 50% in 2026.
