$SK Hynix(SKHY.US)$XL2CSOPHYNIX(07709.HK)$Direxion Daily Korea Bull 3x Shares ETF(KORU.US)
Be fearful when others are greedy, and greedy when others are fearful. (Fill in the blank)
雨
Pinned
GraniteShares 2x Short SK Hynix Dl ETF
SKDD----
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- 我
$SK Hynix(SKHY.US) The Koreans have gone crazy, and I'm going crazy along with them.
- 思
$SK Hynix(SKHY.US) South Korea, hurry up and knock some sense into your little brother, the US, and don't let his show-off Wash talk nonsense anymore.
- J
$SK Hynix(SKHY.US) Guys, hurry up and bottom-fish.
- C
$SK Hynix(SKHY.US) How can it be as volatile as a casino, jumping up and down?
- F
$SK Hynix(SKHY.US)Microsoft's capital expenditure and future capital expenditure are major risk points.
- C
$SK Hynix(SKHY.US) The global tech leader can't possibly have only gained this much, right? The scam company SpaceX just got listed and could reach 225, the leader Hynix won't be worse than SpaceX, right?
- C
$SK Hynix(SKHY.US) Seeing 200, won't get off until it reaches 200
- F
• Earnings season reveals a significant divide in the tech sector, with winners and losers emerging.
• IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. • Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. • PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. • Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. • June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. • New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns. - 晴
Continue to short skdd
- S
$SK Hynix(SKHY.US) up 27 down 10. Isn't it a thousand times better than SanDisk, Micron, and Western Digital?
- 一
$SK Hynix(SKHY.US) Is it a person? Pulling up 27cm in one day just to trap retail investors?
- 不
Hate it
Bottom-fished too early
Ended up with no ammo and missed out on a big profit
Broke even and cleared the position, got nothing out of it
🈹🈹🈹
$Sandisk(SNDK.US)
$SK Hynix(SKHY.US)$XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US)$IBM(IBM.US)$ASML(ASML.US)$AMD(AMD.US)$Intel(INTC.US)$Meta Platforms(META.US)
- E
Morgan Stanley: HBM & NAND Supply/Demand
HBM (High Bandwidth Memory) Market & Supply> Market Size Expansion: The total HBM market value is projected to explode from US$3 billion in 2023 to US$94 billion by 2027e, representing a massive 128% CAGR.> NVIDIA Market Share: NVIDIA is expected to maintain overwhelming dominance in the GPGPU market, keeping its market share consistently at 90% or above through 2027e (peaking at 92% in 2026e).> Soaring HBM Intensity: The average HBM content per GPGPU is modeled to increase from 80 GB in 2023 to 317 GB in 2027e. Average HBM content per ASIC is also scaling up, from 40 GB to 238 GB over the same period.HBM Supply Shares (2027e Implied Production):SK Hynix: 22,226 million GbSamsung: 21,239 million GbMicron: 10,372 million Gb> Widening Deficits: While HBM-specific supply appears to outpace standalone HBM demand, the broader DRAM market faces a severe squeeze. The Total DRAM sufficiency ratio (combining both HBM and commodity DRAM) is projected to plunge to -17% in 2026e and remain deeply negative at -15% in 2027e.AI NAND Market & Supply> Surging AI NAND Demand: Demand for AI NAND is modeled to nearly triple, rising from 205 EB (Exabytes) in 2025 to 609 EB in 2027e.> AI as a Percentage of Total NAND: AI's share of total global NAND demand is expected to climb sharply from 18% in 2025 to 41% by 2027e.Key Hardware Drivers (2027e):ASIC eSSD Usage: Major demand is driven by Google TPU (33 EB) and AWS Trainium (19 EB).GPGPU eSSD Usage: Driven heavily by NVIDIA platforms (63 EB extra deployment per tray + 34 EB in-rack eSSD) and AMD's MI-series (37 EB).> NAND Sufficiency Deficit: After a slight supply surplus of +2% in 2025, the total NAND market is projected to flip into a severe deficit of -15% in 2026e and remain under-supplied at -9% in 2027e.> Non-AI Demand Remains Flat: Meanwhile, non-AI NAND demand (PCs, smartphones, general enterprise SSDs) is projected to remain relatively flat, moving from 905 EB in 2025 to 874 EB in 2027e, showing that AI is entirely driving the market's tight supply dynamics.$DRAM $Micron Tech(MU.US) $EWY $Sandisk(SNDK.US)
+1 - A
$Sandisk(SNDK.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.US) Seems like I sold them all too early 😆. I'll hold onto Micron and Korea 3x for a bit longer and handle them near the close.
- 小
$SK Hynix(SKHY.US) What about the promised market rescue? Gugu gaga
- 天
Why don't we run out of storage as soon as we get in the car?
Are we the storage? 😆
$Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US)
- 天
I created the seven brothers of US stocks
$Broadcom(AVGO.US) Big Brother$Micron Tech(MU.US) Second Brother$AMD(AMD.US) Third Brother$Intel(INTC.US) Fourth Brother$Taiwan Semiconductor(TSM.US) Big Cousin$SK Hynix(SKHY.US) Second Cousin$ASML(ASML.US) Cousin, who supports and who opposes? 🤓🤓🤓 Those above a trillion are called 'Brothers', those below are just 'little brothers'...
- V
$SK Hynix(SKHY.US) It's over. Tomorrow, $XL2CSOPHYNIX(07709.HK) will have to take another hit.
