SK Hynix Plunges 9% Despite 12x Profit Surge — Is AI Memory Story Broken?

SK Hynix fell 8.98% Tuesday plus 4.79% after hours — net profit up ~12x YoY, but revenue missed targets.That cracked the whole memory chain: SanDisk -14.25%, Micron -8.85%, DRAM ETF -8.89%, 2x leveraged 07709 -18.99%. SOXS +14.45% against SOXL -14.52%, with KOSPI down nearly 28% in a month as the main transmission chain.If even the strongest HBM earnings can't hold share prices and inverse ETFs are at sentiment extremes — is this selloff nearing exhaustion, or just beginning?

avatar_dachad
08-01 10:35
I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.  I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rate increase becomes higher.
avatar_dachad
08-01 10:33
I was too fearful to touch SK hynix, or other mem stocks at elevated prices for that matter.  I did however get in and out long MU, for a small gain. not trying to rub salt into your wounds, just making the point that if you are long now, be careful as we get closer to October and chance of rain increase becomes higher.
avatarmeurasian77
07-31 11:06
how are they gonna adjust the leverage? based on what conditions? fine details not provided here 😕
avatarLanlanCC
07-31 11:05
The correct attitude against $SK海力士(SKHY)$  [傲娇]   The problem with the South Korean government is not that it allows such products, but rather that it is a dilemma. The South Korean market originally had no leveraged products. Seeing that Hong Kong Korean stocks attracted a lot of money, the government believed that the fat should not go to other people's land, so it allowed the local market to launch in the name of "protecting investors". Individual investors are investing wildly, and the government is struggling to get out. When the stock price of Hynix quickly returned to high levels, the government said it needed to regulate and restrict, so the market panicked and retail investors stepped on people. Some analysts believe
avatarAntonyGeorge
07-30 18:32
149k
avatarVicser
07-30 18:29
Sad. Bought at 177. Now 126. Shld in more to lower price. [Speechless]
avatarThiV
07-30 18:18
sndk...wdc....skhy...soxl..total loss usd 10k...not planning to buy the dip...
avatarShyon
07-30 18:17
I don't own $SK hynix(SKHY)$ or $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ directly, but I've been increasing my exposure to the memory-chip sector through Micron and leveraged semiconductor ETFs during this pullback. I believe the selloff reflects overly high expectations rather than weakening fundamentals. AI-driven HBM demand remains a strong long-term growth driver. I prefer buying quality companies during periods of fear instead of chasing momentum. I've been adding to Micron and SOXL on weakness because I expect AI infrastructure spending and memory demand to keep expanding. Volatility creates opportunities for patient investors. The leverage change to 07709 makes sense from a risk-manag
avatarcl2
07-30 18:03
Just 1k and counting "biggest loss award"?! rubbing salt on wounds.... [Facepalm]
avatarAnnabellelee
07-30 17:58
lol what a triggering post
why u never ask from TSLA holders? lol
avatarLawrenceSG
07-30 17:56
sob...donated
avatarTigerEvents
07-30 17:29

[ Event] SK Hynix Has Tumbled. How Much Have You Lost?

$SK hynix(SKHY)$ has fallen from a high of US$194.80 to US$126.29, down about 35%. The drop has been even more painful for $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ , which has fallen from HK$193.65 to HK$25.28, a loss of nearly 87% from its peak. SK Hynix reported record quarterly revenue and operating profit, but both still missed Wall Street expectations. That was enough to trigger another sharp swing in the stock. There is also a major change coming for leveraged ETF investors Starting August 3, CSOP’s single-stock leveraged and inverse products will move to a flexible leverage model. These products will no longer aim for a fixed 2x or -2x daily return. Instead, 2x will be the maximum, and
[ Event] SK Hynix Has Tumbled. How Much Have You Lost?
avatarPatmos
07-30 12:17
SK Hynix is nearing exhaustion and definitely rebound
avatarhighhand
07-30 10:45
Memory stock old news. Now just buy undervalued stocks like software
avatarPuts puts puts
07-30 06:38
The underlying AI structural narrative isn't broken—SK Hynix still secured major long-term customer agreements and record quarterly profits. However, the stock is resetting from overextended sentiment back toward grounded valuation metrics.
K Hynix's forward price-to-earnings (P/E) multiple has dropped significantly (down to ~3.7x forward earnings), making it historically cheap compared to U.S. peers like Micron (~6.2x)
A 12x profit surge proves that high-margin HBM demand remains strong and profitable. AI accelerators (like NVIDIA's GPUs) still critically require massive HBM capacity.
$SK hynix(SKHY)$   Comparison Between SanDisk (SNDK) and SK Hynix (SKHY) SanDisk (SNDK) Prediction and Market Outlook SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-bac

SKHY: IS AI MEMORY STORY BROKEN?

Hello everyone! Today i want to share some ai trading ideas with you! 1 Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and
SKHY: IS AI MEMORY STORY BROKEN?