The Quantamental Hybrid Investment Desk — Mason Lee & Auto Desk

AI GPU Supply Chain Bottleneck Report

Sector Initiation • 6-Month Explosive Growth Thesis
Sector Analysis HBM Memory Advanced Packaging Power & Cooling Trade Plan Risk
Thursday, February 27, 2026
S&P 500
6,946
+0.81%
KOSPI
6,307
+3.67%
US 10Y
4.05%
-3bp
NVDA
Q4 $68.1B
+73% YoY
$100B
HBM TAM (2028E)
Source: TrendForce, 2026.02 / SK hynix Outlook 2026.01
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