The tweet was deleted by the author.
But we saved everything 🙂.
SK Hynix is trading at what Jonah Lupton, identified as an investor and market commentator, describes as 2x its forecast 2027 earnings per share (EPS).
According to Lupton, this valuation makes continued large-scale stock buybacks and special dividends by SK Hynix even more likely. He further characterized such multiples as low, citing ongoing increases in average selling prices (ASPs) for DRAM and NAND and a triple-digit gain for HBM in the fourth quarter.
View post on X Loading...
Lupton has previously highlighted major revenue projections in the tech sector, pointing to Marvell's forecast of $20 billion in revenue for FY2028. He has also commented on NBIS as it continued to secure deals valued at $30-50 million per megawatt despite pressure from FUD and share declines. These observations reflect Lupton's continued focus on forward earnings and deal activity in companies facing sector challenges.