Corgi SK hynix 2x Daily ETF

While price targets are being cut, the South Korean chipmakers rebounded after July’s rout, with Samsung and SK Hynix surging over 8% on Temasek investment reports, shareholder-return expectations, and foreign fund inflows boosting Kospi sentiment and valuations.

Lumentum jumped nearly 9% and Coherent more than 5% pre-market, making optical networking the strongest setup before tonight’s catalysts.

First, U.S. CPI will reset technology valuations; then Coherent’s after-hours earnings will test AI-interconnect demand. Overnight, memory stocks rose despite sharp broker target cuts, suggesting supplier pricing power remains intact.

Related stocks: $Lumentum(LITE.US)$Coherent Corp.(COHR.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)

$SK Hynix(SKHY.US)

📌Rallied of late as 🇸🇬 monies coming in via Temasek whom eyes direct investment, boosting confidence in undervalued AI memory demand. Valuation remain attractive, but volatitity and regulatory uncertainty pose risks. Risk mitigation as per stop losses to guard against sharp swings, while viewing Temasek’s interest as a signal of institutional faith in South Korea’s semiconductor cycle. 🇰🇷✅

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $SK Hynix(SKHY.US) SK Hynix to Boost China NAND Capacity About 50% as Dalian Phase II Restarts

Nomura: DRAM/NAND Wafer Capacity

$XL2CSOPHYNIX(07709.HK) is still slightly losing money. I feel there's some hope for next week, probably because dividends are about to be paid.

SK Hynix ripped in Seoul on the shareholder return story, outpacing Samsung, and management is saying they will meaningfully expand capital returns with a concrete plan by year end. the quiet period ending on the 4th was the unlock for that. memory finally starting to hand cash back instead of just announcing capacity 🏦

$Sandisk(SNDK.US) and HBF thoughts:

samsung took DRAM share back to 39%, hynix dropped from 39 to 26, micron sitting at 25. everyone keeps shouting supercycle but nobody wants to talk about who actually loses share inside one 🤔

$XL2CSOPHYNIX(07709.HK)

**My suggestion: Sell 2,000 units on today's rebound, keep 1,000 units. Don't clear the position all at once, but also don't continue to hold a full position bearing 2x volatility.**

As of **09:31 CST**:

- 7709: **HK$39.50, +6.47%**, opening range HK$39.40–40.00

- SK Hynix: **₩1.656 million, +5.01%**

- However, Hynix surged to **₩1.701 million** in the early session before pulling back, indicating significant profit-taking at the open.

- The KOSPI is still up **3.06%**, so this isn't a failed rebound; there's no urgent need to exit completely for now.

- Southern Asset Management officially confirmed: the target leverage for 7709 today remains **2x**.

### Operational Framework

1. **HK$39.5–40.0: Sell 2,000 units**

This recovers approximately **HK$79,000–80,000**. Knowing that the cost basis for these 2,000 units was HK$36.18; calculated at 39.5, the return on this portion is approximately **9.18%**.

2. **Continue observing the remaining 1,000 units**

- If Hynix reclaims **₩1.68 million** and 7709 breaks above **HK$40.5**: Hold on, with initial targets at **HK$41.5–43**.

- If 7709 falls back below **HK$37.10**: Exit all remaining positions to prevent today's rebound profits from being given back.

### Why not clear the entire position?

Hynix has already reclaimed the area near yesterday's high of ₩1.63 million, and the market is seeing broad-based recovery. The rebound may have a second leg. Selling everything would mean missing out on this upside. However, its rapid pullback from ₩1.701 million suggests that **this looks more like a strong technical rebound rather than confirmation of a new trend.**

**In short: Instead of betting on whether it can double again, let's secure two-thirds of the profits and principal first, leaving one-third to participate in a potential second wave.** 7709 is suitable for fighting battles, not for standing guard.

I have recorded your current holding of **3,000 units** in the portfolio file; since I do not have records of the cost basis for the additional 1,000 units, I have not fabricated any overall portfolio P&L.

— Jason 🍎

$SK Hynix(SKHY.US) put buyers spotted hitting the $124P for 08/14, aggressively loading up with over $1.11M in premium.

$SK Hynix(SKHY.US) | Rosenblatt 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗦𝗞 𝗛𝘆𝗻𝗶𝘅, PT $𝟯𝟮𝟬

SK hynix did 79.32 trillion won of revenue, up 257% yoy at a 76% operating margin, and still missed the street's 84 trillion. HBM4 is in mass production and DRAM ASP was up about 30% qoq. when a print that good gets sold, the bar stopped being fundamentals and became expectations. trimmed a third of mine.

$XL2CSOPHYNIX(07709.HK) just came a bit early. Hahaha, this stock is much more thrilling than our big crypto circle. Comparing the price changes of bitcoin, it's basically a stablecoin.

ok so sandisk and SK hynix just put out this HBF standard, 512GB a device with a UCIe link straight to the GPU. genuinely asking, does that make NAND an actual AI component now or is it still just storage with better marketing?? 🙏

Well that was a nice reversal for the major US indices as they started on the low trapping the bears and gained strength as the day progresses. Result: Nice daily green candles all round. Volume is low though. Will we get a follow through day? Day 4-7 after a rally off the lows is when that usually happens. Go bulls go!

I am rather surprised that US and Japan joined hand to intervene YEN. My read: American is under threaten by Japanese. If US don’t buy YEN, BOJ will dump its massive $1.14T+ Treasury pile which would have sent yields rocketing and hurt stocks far more.

Am I correct? Trump and Takashi in the same boat now. Both depends on each other 🤣.No more “Pearl harbour “ story 🤭