orange
2026.07.08 04:14

SK Hynix prices Thursday and lists Friday, a $29 billion raise into a memory bear market. that timing is either terrible or perfectly contrarian. i hold a small slice of the 2x SK Hynix ETF plus $Roundhill Memory ETF (DRAM.US)$ for the basket. leverage into a listing during a selloff is high risk so i keep it tiny, but the biggest memory IPO ever landing at the bottom of a washout is worth a small bet.

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