$SK Hynix US SDR 100to1(UNXD.SG)
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Silicon wafers will see their first broad-based price increase in over 3-years in January as demand for advanced process chip production shatters expectations, media report. Delivery of silicon wafers, the key ingredient in semiconductor manufacturing, has sped up, with orders originally set for Spring 2027 already fulfilled as customers pull forward delivery schedules by a quarter. (To be clear, fulfillment includes all 2026 and 1st quarter 2027). $SK Hynix(SKHY.US) $Micron Tech(MU.US) $SSNLF $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) #Kioxia #semiconductors
Source: Dan Nystedt
- FFaithAnchor
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Community Star$SK Hynix(SKHY.US)
SK Hynix vs Seagate: Both Beat Earnings. One Flew, One Fell.
SK Hynix surged on explosive earnings, 80% operating margins and booming HBM demand.
Seagate beat earnings too, but slowing shipment growth and sky-high expectations took the shine off.
Same AI party, different expectations at the door.
The lesson? Beating earnings is good. Beating expectations is better.
FaithAnchor — Stay grounded. Stay the course.
⭐️ Community Spotlight | Sold Out, Sold OffWelcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
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- NNewUser_ThinkSwim
Go Beyond!As oil prices keep increasing and macro concerns grow uncertainty in the market. Markets where stocks drastically increase might have slowed so risk reward to upside might be smaller compared to market consolidation in range or sharp movement drop. DCA slowly into stocks that you like and know will have high and positive cashflow. Not financial advice.
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