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News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV
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Austin Lyons and Vik Sekar break down the market's recent volatility. They discuss the rising fear around hyperscaler debt, visible in credit default swap (CDS) premiums, and the counter-argument that GPU ROI is actually understated. They then analyze the paradox of SK Hynix's massive stock drop despite record growth, and explain why China's new DUV lithography tool makes 3D chip stacking essential to their strategy. Key Takeaways: * Hyperscaler debt fears are quantified by rising credi...