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Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that the sell side anticipates SK Hynix will generate $492 billion of net income over the next eight quarters.
Lupton also notes that, in the same period, Microsoft (MSFT) and Apple (AAPL) are forecasted to collectively generate $606 billion in net income. SK Hynix's enterprise value is cited as $940 billion.
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Lupton has previously described NBIS as a leading neocloud, citing the company's distinctive approach beyond traditional hyperscaler agreements in a recent article. He also reported on Raymond James raising its NVDA price target to $515, implying a $12.4 trillion valuation and about 30 times estimated FY2028 EPS in a separate note. These observations add context to his ongoing commentary on large-cap tech and semiconductor earnings forecasts.