私董會

$SK Hynix(SKHY.US), Hynix's share grab will take effect at 10:30 AM US🇺🇸 time.

Tonight, Micron and SanDisk completely faded, the main character took the stage and captivated the entire audience.

Storage companies expanding HBM production will inevitably trap retail investors. Furthermore, corporate mergers and acquisitions also require locking up retail investors' funds to cash out for transactions. Therefore, one must obtain intelligence information early to avoid being trapped.

Famous "big short" Michael Burry has made another move, announcing on July 2nd that he established a short position in Micron Technology at a price of $1051.87 per share, citing that the stock's valuation and technical indicators have reached extreme historical levels, and the AI-driven rally faces the risk of a cyclical correction. At the same time, Burry also disclosed his long positions in stocks such as PayPal, Sprouts Farmers Market, Zoetis, Fannie Mae, and Freddie Mac. Establishing a short position in Micron Technology

Michael Burry, who became famous for successfully shorting the US subprime mortgage market before the 2008 financial crisis, has recently escalated his actions against AI.

Following his post on Tuesday announcing short positions in companies like Tesla, Nvidia, and Applied Materials, Burry published a post on his Substack platform on Thursday, announcing that he had established a short position in Micron Technology at $1051.87 per share. Regarding directly shorting the stock instead of buying put options, Burry stated that it was mainly because put options appeared too expensive.

South Korea is gambling on its national destiny again, but this time it's not bottom-fishing during an industry downturn. Instead, it's going all in and doubling down when AI is hottest and chip profits are at their peak.

Samsung and SK Group have announced a combined investment of 4800 trillion won, with the majority being thrown at semiconductors.

To put that in perspective, South Korea's 2025 GDP is estimated to be just over 2400 trillion won. This investment is equivalent to the sum of two years of the country's GDP.

The problem is, the more a nation bets everything, the less room there is for error in judgment. Let's look at where the money is going. For Samsung Electronics, domestic investment alone accounts for 2655 trillion won, of which 2030 trillion won is earmarked for the semiconductor clusters in Pyeongtaek and Yongin.

SK Group isn't sitting idle either, following up with a 2100 trillion won investment, focusing heavily on AI and semiconductors.

SK Hynix alone is allocating 1100 trillion won for capacity expansion. (Personally, I think when companies need funds for expansion, retail investors often get trapped. June to September is a volatile period for US and Korean stocks, not suitable for going long, only for speculative shorting and day trading.)

At the government level, a 1461 trillion won supporting investment has been synchronized, aiming to build four chip plants in the southwestern part of South Korea and establish an HBM packaging base in the Chungcheong region.

In simple terms, the goal is to double South Korea's semiconductor production capacity, blanket the country with AI data centers, and transform itself into the storage oil field of the AI era.

South Korea's 🇰🇷 President Lee Jae-myung is a good president, going all in on AI storage for national prosperity and common wealth for all!

Cathie Wood's funds sold Alibaba's American Depositary Receipts (ADR) on Thursday. According to the trading announcement released on Thursday, three funds under ARK sold a total of 176,004 shares of Alibaba stock.

Previously, Wood's fund purchased 245,342 shares of Alibaba stock on June 4.

Stocks are bound to rise on Monday! There's a presidential decree from Trump!

Currently, according to research by senior veteran stock traders, the main direction is primarily chip stocks.

People who trade options love gambling🎲, this is a conclusion drawn from probability and statistics. If they win, they lie flat; if they lose everything, they go to the factory.

$SpaceX(SPCX.US) is rock solid. I said long ago it would rise for at least three consecutive days.

Today, going all in on SpaceX in the over-the-counter market is a sure win ✌️. It's much stronger than storage. The main reason for not being optimistic about storage is the product from the Indian 🇮🇳 American CEO with a dark face. Currently, only SK Hynix from Korean CEO Choi is favored, after all, CEO Choi is richer than others in the storage business!

Ready to go all in with 2x SpaceX, not applying for the IPO but buying 2x directly.

SK Hynix was on the verge of bankruptcy over a decade ago, with its memory business almost wiped out by Samsung. TSMC's Chiang Shang-yi led a team to South Korea to support SK Hynix in developing TSV technology, which is today's HBM. At that time, TSMC was already working on 3D packaging, which also required TSV. Therefore, SK Hynix was revived by TSMC. Their CEO has thanked TSMC in the media

on multiple occasions.

SK Hynix's boss Choi Tae-won is extremely generous and domineering. When he comes out to drink at a bar, he picks up the tab for the entire place, a hundred times more generous than that stingy Indian boss at Micron! The epitome of an invincible international big boss!

The underlying logic of the Nasdaq flash crash before SpaceX's IPO. This episode provides a detailed analysis of the market volatility in Nasdaq triggered by SpaceX's upcoming IPO, and delves into the so-called "blood-sucking effect." The market flash crash was not due to a deterioration in fundamentals, but rather short-term liquidity stress caused by institutions participating in large-scale IPOs, passive funds adjusting their portfolios in advance, and active funds front-running. It further analyzes the business composition of SpaceX, emphasizing that its valuation logic has shifted from traditional rocket companies to AI and satellite internet. Additionally, it reminds everyone that Nasdaq has adjusted its fast-track inclusion mechanism to compete for this project, which will force index funds to make systematic portfolio adjustments. Finally, it advises everyone to stay calm when facing the volatility brought by such giant IPOs and avoid making irrational decisions by blindly chasing rallies or panic selling (also, the same situation of institutions reducing holdings and turning to IPOs will occur successively with the IPOs of OpenAI and Anthropic in September, personal opinion, not constituting any investment advice).

SpaceX

United States

$1.75 trillion

June 12, 2026

Aerospace technology giant, with extremely high market attention

Anthropic, OpenAI, may apply for IPOs in September, which will also cause volatility by cashing out from the stock market at that time.

In fortune-telling, the typical pattern of "dramatic ups and downs" stems from extremely uneven energy distribution in one's birth chart, with major life cycles triggering intense fluctuations. Common types include:

• Robbery of wealth by peers, wealth exposed without a treasury: The person is generous, bold in earning and spending, but lacks restraint.

When suddenly wealthy, they gather friends; when wealth is lost, everyone scatters. Money comes and goes like flowing water.

• Weak self with abundant wealth, a rich house but a poor person: The wealth energy in the birth chart far exceeds one's capacity to bear it. Once aided by good fortune (e.g., a cycle of support), they erupt into sudden wealth; once the good fortune passes, they revert to their original state, or even suffer disaster due to wealth.

• Seven Killings attacking the self, control and transformation unstable: Seven Killings represent pressure, opportunity, and risk. When a cycle or year controls the Killings, one gains power (rise); if control is excessive or lost, one is backlashed (fall), life is like a roller coaster.

• Following pattern broken: A true following pattern encountering a pure, consistent cycle brings nobility in a domain; once the cycle breaks the pattern (reversing the followed trend), it collapses instantly, with an extreme 落差。

• Blade meeting clash, Hurting Officer seeing Official: The original chart already has a Blade or Hurting Officer, making it intense; encountering clashes, combinations, or mergers is like explosives meeting a fuse, amplifying both fortune and misfortune.

• Water and Fire in harmony or not: When the birth chart has Water and Fire in conflict (e.g., Rat-Horse clash), fortunes rise sharply when the annual cycle forcibly regulates, and fall sharply when regulation fails, with emotions and career fluctuating in sync.

Core logic: The birth charts of those with dramatic ups and downs usually have one element extremely strong and another extremely weak, lacking a "gentle slope" for circulation in between. The rise leverages extreme power; the fall is also due to being backlashed by that extremity.

A reminder: People with this pattern are often suited for cyclical industries (finance, foreign trade, competitive sports) or need to actively set profit-taking and stop-loss lines (e.g., forced savings, asset isolation).

$Lumentum(LITE.US) shareholders reduced their holdings by 1,416 shares

Analysis of the Eight Characters and Earthly Branches: For most poor people in mainland China, the Earthly Branches and Eight Characters = Partial Seal, Peer Star, and Seven Killings = They bear all the troubles at home themselves. The Partial Seal can only conditionally resolve the killing energy by about 50%, which is akin to seeking benefits from a stepmother.

Food God, Peer Star, and Partial Wealth = Parents are incapable or in poor health, and the individual starts working to make a living in society at a very young age.

Partial Seal, Seven Killings, and Partial Wealth = Seeking wealth and honor through danger, engaging in shady businesses is prone to lead to imprisonment.

Lee Jae-yong's team refuses to back down! Samsung Electronics employees are very helpless, and many Samsung employees are already preparing to jump ship to SK Hynix. SK Hynix has seen a surge in performance thanks to its market advantage in HBM, with operating profit reaching 37.6 trillion won in the first quarter of 2026. Although the absolute value is not as high as Samsung's, SK Hynix is more willing to share profits with its employees.

The base salary of a Samsung technician is 76 million won, and the performance bonus received at Samsung in 2025 was 38 million won. For someone in the same position at SK Hynix, this figure easily exceeds 100 million won.

When engineers with the same qualifications can earn 3 to 10 times their own income at a competitor, "loyalty" becomes the cheapest commodity.

SK Hynix has also seen this opportunity and has launched a large-scale talent poaching mode, aggressively recruiting fresh graduates and experienced technical talent. Especially in the field of high-bandwidth memory packaging—the most critical position under the wave of AI chip explosion—SK Hynix already has over a hundred former Samsung employees internally.

CIBC Capital Markets chief economist Avery Shenfeld said, "Warsh will be tested from day one."

He noted that Trump wants to cut interest rates as soon as possible, but Warsh may not be willing to support this stance in the short term.

Currently, the resurgence of inflation in the U.S. has significantly altered market expectations for the Federal Reserve's policy path.

Just a few months ago, the market widely believed that the Federal Reserve might cut interest rates once or twice this year to give the new chairman a certain "honeymoon period." However, with the Iran war pushing up oil prices and the latest U.S. inflation data consistently exceeding expectations, the market is now even beginning to worry that the Fed's next move might not be a rate cut, but a rate hike.

SK Hynix is preparing to list in the US in June, so it's certain that Micron and SanDisk are about to fade significantly. Sharp drop.

One's perception determines what they can see. If you view the world with a kind eye, it's easy to overlook the complexity of human nature.

In the social circles of ordinary people, the probability of encountering someone who is either foolish or malicious is actually not low. Foolish people fail to see your kindness, while malicious people exploit your goodness. The result is that your energy and benefits are gradually drained, ending up in a thankless situation. We always believe that sincerity begets sincerity, but the reality is, not everyone has a heart.

Going all-in with a heavy position is the only main way for retail investors to make big money. Clenching five fingers into a fist, when power is concentrated, profits are concentrated!

May a benefactor help all fellow investors have smooth sailing.