SK Hynix ADR went vertical, +27% in a day, US premium now ~51% over the Seoul shares as options started trading. Barclays Overweight, 12-layer HBM4 in mass production, Korea's $531B AI budget behind it. this is the HBM king and Wall Street just woke up to it. i play memory through the basket $Roundhill Memory ETF (DRAM.US)$ rather than chase a +27% single-day candle though.
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