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Equities

November 26, 2025 11:13

Why we own SK Hynix and why NVIDIA’s ecosystem risk matters

We own SK Hynix to capture soaring HBM demand while avoiding NVIDIA’s long-term risk from hyperscalers designing custom silicon.

Lachlan Hughes

Lachlan Hughes

Swell Asset Management

November 26, 2025 11:13

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