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Esam Wahdan
#SKhynixQ3HBM4Earnings
> My take as Essam, semiconductors follower from Minya:
> #SKhynixQ3HBM4Earnings Q3 est. 77T won, 78% margin - looks like a software company, not hardware! The 6th record in a row is amazing, but my concern is 80% dependency on one client (Nvidia Vera Rubin). Real trigger is not Q3, it's Q4 guide 87.3T + 30T buyback plan. What do you think, will Samsung catch up?
> Not financial advice - personal analysis.
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