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Jul 7 at 04:19 AM

SK Hynix pricing this Thursday, listing Friday. i hold the 2x SK Hynix ETF as my most direct play on the 7/10 listing catalyst. small position because leverage into an event is a coin flip, but the setup is too clean to sit out entirely. Samsung's $58B print today makes me feel better about the HBM demand thesis backing it.

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