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Latest
Buy Hold Sell
Podcast
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Growth
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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HBM
Latest news and analysis on HBM
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.
NASDAQ:NVDA
NVIDIA Corporation Common Stock
NASDAQ:NVDA
Followed by
91
people
NASDAQ:NVDA
NVIDIA Corporation Common Stock
NASDAQ:NVDA
Followed by
91
people
Lachlan Hughes
Swell Asset Management
November 26, 2025 11:13
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