XL2CSOPHYNIX

Prediction 225. Current AI wave is still intact. After a 7 day drop, I think expectations are not high and it is also timely to have a rebound. That said, the prediction is of course assuming no major headlines elsewhere. Hehe!

Don't understand why price still fall after the announcement of huge investment in Taiwan.

$XL2CSOPHYNIX(07709.HK) Queuing for fill, pretty good. Ups and downs, the money for meals is very stable.

Hmmm is chips going to continue falling with the arrival of similar Chinese products?

SK Hynix confirmed it will use Intel’s EMIB advanced packaging for next-gen HBM memory chips, joining Apple, MediaTek and other top TSMC clients in a win for Intel, media report, adding the victory is mainly due to the continued shortage of TSMC’s CoWoS capacity. $SK Hynix(SKHY.US) $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) #semiconductors

Source: Dan Nystedt

$SK Hynix(SKHY.US)SK hynix: The AI Memory Giant 🧠📈

Everyone talks about NVIDIA, but SK hynix is one of the companies powering the AI boom behind the scenes.

SK hynix is a global leader in HBM (High Bandwidth Memory) — critical memory used in advanced AI GPUs and data centres.

🔥 Why I’m watching SK hynix:

• HBM demand is exploding with AI infrastructure

• HBM4 is now entering mass production

• Strong partnership with NVIDIA

• Record-breaking profits and margins

• Huge investments in next-generation AI memory

• Major shareholder returns, including a massive buyback

The biggest opportunity isn’t just today’s AI boom — it’s the amount of memory future AI systems will require.

⚠️ Risks remain: memory is cyclical, competition from Samsung/Micron is intense, and AI spending could eventually slow.

But if AI continues expanding, SK hynix could be one of the biggest “picks and shovels” companies of the AI era.

AI needs compute.

Compute needs memory.

And SK hynix is right in the middle of it. 🚀

#SKHynix #AI #HBM #NVIDIA #Semiconductors #Investing

$SK Hynix(SKHY.US) is weak; despite such a major event, it hasn't risen much over the past two days.

$SK Hynix(SKHY.US)

🥱

$Moderna(MRNA.US)

🛌

$XL2CSOPHYNIX(07709.HK) bought back all 500 shares before the close; high probability of a short-term upward consolidation.

Well as much as the narrative keeps pointing to yields and I agree yields are a sticky point and that is why the Feds are doing a ‘stealthy YCC’. (Look at what Bessent just added to what he said the day earlier. I mean he is hinting at YCC without saying it. Those who get the hint will plan accordingly. Those who are waiting for a clear cut announcement and definition will be behind the curve. Even crypto is hinting at something. Hint: They flourish with liquidity. And look at USD. It is devaluing in response. Price action precedes narratives.)

Again, I am just sharing my opinion. To the ‘textbookists’, let’s agree to disagree. Peace! 😊

Jackson hole is a key point but not sure what stuff Fed will say

Crypto was the buzz just when Trump took office and it took a bow and languished in the dark shadows for the most of the year. Now the president is back in action again to pump it up again such that funds have another avenue to rotate around, scything the retail FOMO hords.

📌 Last session supposed many 👀 at the hottest hits for this month. I also got it though few months ago was searching what to invest. If the prices came tumbling downward, I will also consider to buy more, not worrying about the short term swings as the purpose of it is indeed worth more meaning than just AI Era as we will see how it could further transformed in the medical sciences too, another TGIF hope to close it steadily to mark a good week! It is Friday baby! 👏🏻🆙📈🆒🆕💊💫🌟🌟

Interesting that the news are not quite reporting the surge in the crypto markets and the crypto related stocks. Shall see if the rally can be sustained.

Daily market talk discussion is here!

$XL2CSOPHYNIX(07709.HK)Hynix's average daily buyback amount accounted for 10% of its average daily turnover, a scale only seen in Tencent's history, which was used to hedge against the dumping by its major South African shareholder at that time.