Minotaur Capital was recently featured in Livewire's 2026 Outlook Series. In this piece, co-founder and co-portfolio manager Armina Rosenberg provided comprehensive analysis of her top growth stock for 2026, SK Hynix, pointing to it as a premier investment opportunity in the AI supercycle. She appeared alongside ten leading Australian fund managers offering their top ideas for the year ahead.
Our analysis highlights SK Hynix's positioning within the memory sector, which has experienced remarkable pricing power with DRAM prices surging 150% since their 2023 trough. As Armina Rosenberg explained:
"We think that we're still really early in that journey. So, what you've seen with us and our journey with AI, we can easily see us 1000x-ing our usage of AI over the next little bit. And if we're at the forefront of that cycle, but we're early in the innings, we can see that coming through in things like the memory players like SK Hynix," she said.
This investment thesis reflects our focus on identifying structural growth themes within global equities. We continue analysing companies positioned at the intersection of technological innovation and fundamental value creation, with our approach emphasising long-term compounding opportunities in AI-driven sectors.
You can watch, read or listen to this piece from Livewire by clicking the link below.