
the July 10 SK Hynix Nasdaq listing is the memory catalyst nobody's talking about. $29B raise, biggest ADR ever, and they own about 60% of the HBM market. i play it through the 2x SK Hynix ETF plus $Roundhill Memory ETF (DRAM.US)$ for the basket. leverage cuts both ways so i keep it small, but the setup into the 10th is too clean to ignore.
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