XIAOMI-W

Reits are falling back once more arising back slightly at the end of last week. Fed's stance will probably affect the share price as well after their meeting later

Big night ahead of FOMC and 2 of the Mag 7 reporting earnings after the bell. I personally feel that the FED's tone and attitude might dictate the direction of the market more than the earnings, but I might be wrong. Let's see

spectacular result from SK Hynix. High profit margin and net profit. demand for memory is still running high, prices for chips are rising as well. theres no sign of stopping now. big players are still investing a lot in these capex. share price will continue to uptrend i think

More earnings to come this week as well as the pivotal Fed meeting. Tech looks to be mounting a comeback but it looks like capital is rotating back from financials.

SK Hynix’s sold-out inventory through 2029 confirms structural HBM supply bottlenecks rather than cyclical oversupply. Solid earnings from core memory suppliers validate sustained infrastructure capex, proving this chip rally is anchored in fundamental scarcity rather than peak market sentiment.

What a historic and amazing Q3 2026 from SK Hynix! Bravo 👏

Revenue hit a new all‑time high at 104.6 trillion won, passing the 100‑trillion‑won milestone for the first time ever. Operating profit came in at 83.3 trillion won with an 80% operating margin and net profit reached 39.7 trillion won.

The main drivers are huge AI memory demand, rising chip prices, the launch of HBM4 shipments and robust DDR5 server sales.

The company’s cash position also got stronger, with net cash at 98.7 trillion won💪🏽and management says this AI‑driven memory shortage is set to continue through 2030.

With the above information I believe the share price has already factored in all the good news. I don’t think another big rally of 20-30% is likely to happen .

Watch for fed decision although it’s likely to be “neutral”, but it’s the tone they portray that may be more important.

Memory sold out until 2029 shows how bullish it will be. But i think need to be wary if it can continue to produce enough supply for this demand and whether the AI demand will continue.

Awesome earnings from SK Hynix. Also noted that they mentioned shortage will continue to 2030. Even if we were to discount that by 1 or 2 years, it is still a long way ahead. Definitely bullish for AI stocks.

Sk Hynix posted record quarter once more with them being sold out till 2029, that is 2+ years from now. The stock is rising after hours as it should, but the long term share price stability remains a question. How long more will AI spending on memory chips continue? Can the customers of Sk Hynix fulfil their orders without solvency/debt issues?