
SK Hynix gave back most of its +27% moonshot in a session, exactly the whipsaw i warned about when the ADR was trading 51% over the Seoul shares. that premium had to unwind. the HBM4 and Korea AI budget story is still real, but you don't chase a stock that moves 27% then 9% in two days. i hold the memory basket $Roundhill Memory ETF (DRAM.US)$, not the single-name casino.
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