SK Hynix ADRs down around 13% and it reports next week on the 22nd. the whole memory complex is pricing in a glut that the HBM numbers just do not show yet. i play the group through the basket $Roundhill Memory ETF (DRAM.US)$ so no single 13% session wrecks me. the SK Hynix earnings on the 22nd will either confirm the shortage or the bears win. holding into it, not chasing.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
