$XL2CSOPHYNIX(07709.HK) Hang in there! Break-even is not far off. One thing this round of storage manufacturers did very well was exercising restraint in expanding capacity. No need to rush; humanity needs massive amounts of memory. Look at China's NEV market for proof.
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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) $Intel(INTC.US) #Kioxia #semiconductors
Source: Dan Nystedt
- FFaithAnchor
Rate Of Return
Community Star$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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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.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- NNewUser_gsGAfq
Rate Of Return
QUBT Return RateOptions dealers typically price event-driven moves, like earnings, at about two standard deviations. Halve that implied move, and you get a rough gauge of the stock’s daily swing. SK Hynix ($SK Hynix(SKHY.US)) is pricing a ~9.3% move, implying a typical daily range of roughly 4.5%.
Knowing a stock’s potential range and earnings behavior helps with sizing and hedging ahead of the print. Implied moves capture magnitude, not direction.
🎁[Reward] AI Profits, Rates Face Double Showdown as Memory, Crypto and Mag 7 Earnings Roll InDecoding the Implied MoveOptions dealers typically price event-driven moves, like earnings, at about two standard deviations. Halve that implied move, and you get a rough gauge of the stock’s daily sw...

