⭐️ Community Spotlight | Memory Under Fire, Burry's Bubble Call, YZJ Conviction, and SpaceX's Index Moment
This week's feed ran on chip-cycle conviction under pressure, a fresh round of the bubble-versus-runway debate, and a strong showing from Singapore-listed names. 📊
💾 SK Hynix + Micron — The Memory Trade Gets Tested
Memory was the week's centre of gravity: SK Hynix confirmed a 10 July Nasdaq listing just as the sector took its sharpest drawdown of the quarter — and holders had to decide whether the thesis or the tape was right.
@TehCcc · SK Hynix takes the memory trade public
"SK Hynix listing on Nasdaq July 10, basically 58 percent of the HBM market going public right when memory is the hottest trade on the street."
@Fair_Lemon5303 · Holding Micron since the 600s
"HBM4 sold out through next year, DRAM spot prices still climbing, Q4 guide pointing at around 50 billion in rev. The only thing that scares me now is my own cost basis feeling too good 😮💨"
@KopiO · A one-way bet on tight memory
"Micron, SK Hynix, Samsung all riding the same wave. feels too easy which is exactly when I start getting nervous 🫠"
🚢 Yangzijiang (BS6.SG) — Buying the Dip on a US$22B Order Book
The week's strongest Singapore-listed thread belonged to Yangzijiang Shipbuilding (BS6.SG), pulled back from its S$4.42 peak — and the community marked it with both a full breakdown and an award of its own invention.
@Fattycat · Yangzijiang: a buy after the recent dip?
"The core business remains robust. YZJ holds a US$22.3 billion order book covering 252 vessels."
📉 Burry Shorts Nvidia & Tesla — Bubble Call Meets Dip Buyers
Michael Burry's fresh shorts on Nvidia (NVDA) and Tesla (TSLA) reopened the AI-bubble debate, but the community's dip-buyers were not persuaded.
@Show_down · Burry Is Short Nvidia. Here Is What the Positioning Actually Says
"Michael Burry disclosed fresh shorts on Nvidia near 198, along with Tesla, Applied Materials and the semiconductor ETF, and called the whole AI rally a bubble."
@Heroic Lifesaver · The AI cycle is still early innings
"The AI cycle is still in its early innings so despite all the clamours for a bubble, I believe it still has a long runway ahead."
@dingdongbell · The dip keeps getting bought
"The market looks like it wants to pullback but the dip keeps getting bought which is rather impressive to be honest."
🚀 SpaceX — Nasdaq 100 Inclusion on 7 July
SpaceX (SPCX.US) enters the Nasdaq 100 on Monday, and the community read the index moment two ways: forced institutional demand on one side, valuation discipline on the other.
@pohyc · SpaceX joins the Nasdaq 100
"SpaceX joining nasdaq 100 this 7 July. Funds, ETFs, institutional investors must include it, demand leads to price trend up."
@FaithAnchor · SpaceX: innovation comes at a premium
"Great businesses do not always make great investments at any price."
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