I love discounts! Don’t everybody? People rush to buy things (that they can’t even sell back most of the time!) So when there is a discount of the world’s best companies that are valuable and are tradable, what do you do? 😊

SK hynix: Memory Rally Over; Are LTAs the Safe Harbor?
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%)...





