Bearish in the near term. Some

Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. I would love to own the company, but I would prefer to buy fear rather than excitement. @Frisbee

Samsung Just Set a Record — So Why Did Memory Stocks Sell Off?

Memory was among Thursday's hardest hit: SanDisk -4.90% to $1,609.46, Micron -4.79% to $1,035.84, SK Hynix -4.35% to $170.50 — despite Samsung's record quarter, operating profit near 107.4 trillion won (about $80 billion), its first above 100 trillion. Markets focused on deceleration: analysts read the record as also signaling slower momentum, with memory price gains narrowing. Bulls point to absolute earnings power; bears say cyclicals trade on the second derivative, so a record alongside deceleration gets priced as the latter. Record profit, slowing growth — is memory peaking?

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Markets focused on deceleration: analysts read the record as also signaling slower momentum, with memory price gains narrowing. Bulls point to absolute earnings power; bears say cyclicals trade on the second derivative, so a record alongside deceleration gets priced as the latter. Record profit, slowing growth — is memory peaking?","image":"https://community-static.tradeup.com/news/df104a149bdad9661c0ea768081afaec"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. I would love to own the company, but I would prefer to buy fear rather than excitement.<a href=\"https://ttm.financial/U/3586246426804465\"> @Frisbee </a></body></html>","htmlText":"<html><head></head><body>Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. I would love to own the company, but I would prefer to buy fear rather than excitement.<a href=\"https://ttm.financial/U/3586246426804465\"> @Frisbee </a></body></html>","text":"Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. 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