SK Hynix keeps printing while everyone's busy arguing about NVDA. Anyone else quietly holding $SKHY?

https://preview.redd.it/fks03whv8oeh1.png?width=1290&format=png&auto=webp&s=72781b2679bfa8fbd4a64fac5fd01d25a0e9a6a6

Been watching $SKHY for a while and the HBM story just keeps getting stronger. SK Hynix has a meaningful lead in high-bandwidth memory supply, and until Samsung or Micron close that gap, they're basically a toll booth on the AI infrastructure buildout.

The bear case is usually "valuation looks stretched for a cyclical memory name." Fair point, memory has burned people before. But this cycle feels different given HBM demand isn't tied to consumer DRAM swings the same way. Checked the flow data on moomoo and sentiment has been consistently building, not the kind of frothy spike you'd fade immediately.

Still, I get nervous holding a name that's this dependent on a handful of hyperscaler customers. One capex cut from a major buyer and this thing reprices fast.

Am I overthinking the concentration risk, or is that the actual thesis killer here? Anyone still bullish on the HBM moat holding through 2026?