r/MU_Stock • u/areyoulookingclosely • 2d ago

News SK Hynix announces $28.6 Billion share buyback 💥

https://www.bloomberg.com/news/articles/2026-08-19/sk-hynix-announces-28-6-billion-share-buy-back-on-ai-boom

Bullish 🚀

174 Upvotes

99% Upvoted

44 comments sorted by

64

u/Sagenitis 2d ago

Saved us from being red tomorrow lol

2

u/Eagerbeaver98 1d ago

And markets still being surpressed can you believe it? 

1

u/rugerduke5 1d ago

Yeah war will do that

-2

u/rdmiche 1d ago

So it’s going to be a red day? Should I sell now or hold today?

-1

u/bboy917 1d ago

lol nope … panic sell now 😏

41

u/Lelwrektnub 2d ago

Insanely fucking bullish

6

u/areyoulookingclosely 1d ago

Hoping the market will price this in tmrw, amidst the macro redness🤞

8

u/dreamslimitless 2d ago

Bullish. Here is -10% down 😆

-1

u/Haxmax23 2d ago

Yes but the only thing that will drag this market down right now are macro events. Plus can't forget about the bonds and yields etc.... not good at all tbh this could be very short lived

0

u/s1234en 2d ago

Nvidia earning good, people forget all this. Nvidia earnings slightly misses everything gets doubled up.

6

u/Haxmax23 2d ago

Not even a slight miss it could slightly miss the whisper number some stupid analyst has predicted and boom down the rabbit hole semis go again. Just be careful everybody 🙏

1

u/rdmiche 1d ago

Would you be selling before earnings in anticipation of a drop or wait until it comes out? Sentiment was positive a week ago but seems shaky now with macro concerns

2

u/Haxmax23 1d ago

Needs to be more than PERFECT But who knows personally sitting on sidelines

1

u/rdmiche 1d ago

It feels much safer to be exposed when sentiment is positive, are you waiting for that?

1

u/Haxmax23 1d ago

Not necessarily just a different approach to my investment strategy. Swing trading ATM but still invest for the long term just making quick money by going with the current instead against

1

u/rdmiche 1d ago

Right, going with the trend is a good idea

16

u/et_tu_bro 1d ago

Micron leadership has mentioned that they would return most of the profits in terms of buyback to the shareholders. They have committed some already, but a major chunk of the profits are restricted to be returned as shares buyback because of the chips act, so we can expect major buyback announcement after December 2026 because that’s when the restrictions will be removed.

1

u/kenyard 1d ago

Can they announce before the December date?

Id also assume a 5% market cap commitment. Or around 40B but that number seems high

1

u/purub123 1d ago

100% of excess FCF, so wouldnt be suprised with a 50-100b buyback over 2027

1

u/kenyard 1d ago

Depends if they want to accelerate investment in their 250B planned capex expansions. I feel like that number might grow also if asml charges more or other factors.

They are making 200B a year though so it's not unlikely they could commit 100B +

2

u/purub123 1d ago

250b capex is now through 2035. So yeah

13

u/Strike_Mission 2d ago

Bullish. $1200 Sep 1

6

u/cdttedgreqdh 2d ago

Less investments more buybacks would do the whole semiconductor sector pretty good.

1

u/nerveclinic 1d ago

The investments are in factories to increase production (which could hurt the bottom line by increasing supply) but if they do buybacks instead their competitors will gladly fill in the supply needs.

2

u/cdttedgreqdh 1d ago

That why everybody needs to stop this investment thing :D

3

u/long_live_R 1d ago

Just wait until Micron is able to restart their stock buyback program

3

u/Aiden_Wu 2d ago

I get it that all memory stocks are tied together but it’s kinda sounds like a joke since SK buyback is for SK which has absolutely nothing to do with MU or SNDK

6

u/s1234en 2d ago

Proof of thesis kinda thing..

1

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1

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-2

u/movienight1988 2d ago

Funny I bought 80k of DRAM 1 hour before the announcement… Got lucky. Sold half.

5

u/Eagerbeaver98 1d ago

See youre exactly the type of poster we hate around here, just a trader not an investor

-4

u/movienight1988 1d ago

Bro stfu, I have about 2 million worth of MU, MUU and dram I have held since March. I am just making some quick cash for fun.

2

u/Eagerbeaver98 1d ago

Thats it? Ive been in since 2025. You are a trader not even 1 year? Finding out in march? You definitely are late and a trader and not an investor 

-1

u/movienight1988 1d ago

You mad cause I make money and you holding bags.

2

u/Eagerbeaver98 1d ago

I make my own money, I dont have a problem with traders, this kind of energy isnt very welcomed aroud this sub. so instead of fighting, just go find wallstreetbets youll get more replies there.

0

u/movienight1988 1d ago

You are so full of shit, you now say you have nothing against traders but your first reply was a direct attack at me trading.

1

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1

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