One more thing I forgot to mention: July 29 is also the earnings day/week for Microsoft, Meta, and Amazon among the &#34… | Longbridge

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Jul 19 at 11:54 AM

One more thing I forgot to mention: July 29 is also the earnings day/week for Microsoft, Meta, and Amazon among the "Magnificent Seven." Their outlook on capital expenditures this year is crucial for the future trend of memory semiconductors.

$SK Hynix(SKHY.US) July 29 seems to be an important day for SK Hynix. With the earnings report and US ADRs, arbitrage between US stocks and Korean stocks becomes possible. The current spread will narrow rapidly. Either Korean stocks will rise or US stocks will fall. Try to trade SK Hynix as little as possible from now until July 29.

I will also wait until after July 29 before entering the market. I remain bullish on the future of memory storage.

Disclaimer: Personal holding of a small position in Micron and DRAM.

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