Sky Chia

SK hynix released its FY26 Q2 results (quarter ended Jun 2026) after the U.S. close, in the morning of Jul 29 (Beijing time). Key takeaways: 1) Core metrics: revenue of KRW 79 tn (+51% QoQ), below consensus (KRW 85 tn).

Growth was driven by both DRAM and NAND, with memory price hikes the largest contributor. GPM was 83%, below street (84–85%)...

Everyone's selling "AI PCs" — but only 4 chip families actually clear the bar. Here's how to tell a real one from a marketing label.

$NVIDIA(NVDA.US)

Let’s recap Nvidia. Now that she has made a new high this week, many might be cheering. However look at that tepid volume as well as that price action which shows rejection at that lower trend which she broke in February. Also note that five waves up. The pattern is complete.

So price is testing that line with what looks like a doji at time of writing.

I know earnings are coming up. But Nvidia looks to have peaked.

Stay safe!

@Bridge Buzz SG