SK Hynix - WI

$XL2CSOPHYNIX(07709.HK) South Korea, US, A-shares, and Hong Kong markets all turned green. SK Hynix rose from being down 18 points to up 8 points, drawing a long red lower shadow. As long as Powell doesn't say anything reckless tonight, the memory chip sector should reverse 😇

Only with a calm mind can one be true to one's duty.

A calm mind means being able to block out all external interference at all times, especially when tempted, return to the essence (origin) of things, distinguish right from wrong, and know what is the right thing to do.

The volatility in the storage sector is quite intense, and it's hard to maintain a calm mindset, especially with Korean stocks. It's said that one or two million people have leveraged up, and there's a nationwide stock trading frenzy. $SK Hynix - WI(SKHYV.US) $Roundhill Memory ETF(DRAM.US)

Choosing great companies with good and consistently profitable performance makes it easier to have a calm mind when holding them. The mindset becomes more stable, enjoying the gradual wealth accumulation from the stable growth of good companies. These are also my core holdings: $Alphabet - C(GOOG.US)$Berkshire Hathaway B(BRK.B.US)$Berkshire Hathaway B(BRK.B.US)$Taiwan Semiconductor(TSM.US) The account drawdown was also significant yesterday, but you know good companies will recover. Short-term fluctuations are just changes in market sentiment.

$XL2CSOPHYNIX(07709.HK) My current move is to liquidate the 2x Samsung SDI position and switch to the US-listed ADR. Even with leverage, it's roughly the same 2x exposure. Given the premium and decay on this one, I really don't want to hold on. You can consider this approach.

SK hynix memory chips are solidly built, with stable read/write performance, smooth operation, and good overall performance👍

$Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US) The storage sector is still in a phase of supply shortage and price increases. It's all just small narratives and ghost stories. Without leverage, there's nothing to fear. Earnings reports are concentrated at the end of the month. Next week, at the latest next week, there won't be such big fluctuations anymore.

$SK Hynix(SKHY.US) You're the one who's 2x long on Hynix

$XL2CSOPHYNIX(07709.HK)At this point, the only way to break even is to invest the remaining principal in a 4x long leveraged ETF on Samsung.

$Direxion Daily Korea Bull 3x Shares ETF(KORU.US)Both SK Hynix and Samsung are up 3 points, why is this one still negative? There wasn't much premium yesterday either.

1 Hold SK Hynix until 2.1 million to fill the gap above and then exit

2 Increase position in the STAR 50 Index

I consider myself an old hand, but I still can't get used to SK Hynix's way of playing. If it were US stocks with such a big drop, I'd dare to add more. Today, I don't know how many people sold at the floor, just take what profit you can. That's it.

Better to touch less of Korean stuff in the future, want to play in a proper market.

$SK Hynix(SKHY.US) Hynix's Korean shares fell 16% and US shares fell 9%, while Korean shares rose 2% and US shares rose 6%. What does this mean?

$XL2CSOPHYNIX(07709.HK)$SK Hynix(SKHY.US)I've swapped all of them into the underlying shares during this rebound. The leverage risk is too high for my heart to handle. I'll just hold the underlying shares with peace of mind.

$SK Hynix(SKHY.US)The King of the Sea is back!

$SK Hynix(SKHY.US) come down, not much adjustment yet

$XL2CSOPHYNIX(07709.HK) HSBC is bullish on Samsung SDI: HBM cycle hasn't peaked yet, expected to maintain 50%-55% market share in the HBM4 era.

$SK Hynix(SKHY.US) I should have gone to sleep instead of staying up late. Woke up this morning to a surprise and sold a lot too early. Hope the remaining Dage and SanDisk can keep it up.

$SK Hynix(SKHY.US) liquidated the 2x long position, buying this was the right move!

$SK Hynix(SKHY.US) is about to recover all its losses. The volatility in the storage sector is getting bigger now.