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Zorro.007
#SKhynixQ3HBM4Earnings most important earnings of this cycle.
Consensus: ∼77T won operating profit, revenue ∼98T won - up 578% YoY. Record quarter incoming.
But twist: Samsung just overtook SK Hynix in Q3 HBM revenue - $8.7B vs $7.6B per AllianceBernstein. SK Hynix HBM share dropped from 58% to 50% in Q2 due to HBM4 cert delays.
HBM4 is make or break. Q3 was transition quarter, Q4 is where HBM4 revenue ramps 3x. If they deliver on Oct 27 call, this dip is buy.
I'm long HBM leaders. You?
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