SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

SK Hynix has formally filed for a Nasdaq listing. As Nvidia's core HBM supplier and a key player in the DRAM triopoly alongside Micron and Samsung, SK Hynix's U.S. listing would give American investors their first direct bet on the AI memory supercycle's biggest beneficiary, adding a new valuation anchor to the red-hot storage sector. For now, U.S. investors seeking early exposure can only gain indirect access via 07709, Micron, or SanDisk. Will you position in the memory supply chain ahead of the listing, or wait for prospectus details before committing?

+ Follow

Ivan_Gan

07-20

U.S.–Iran War Reignites and Risk Returns: Is Now the Time to Buy Gold?

After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor

U.S.–Iran War Reignites and Risk Returns: Is Now the Time to Buy Gold?

程俊Dream

07-20

Is the Tech Slump Only Just Beginning? Reading the Signal from Japan and Korea

The global tech-stock sell-off has now run for more than three weeks, and most markets have pulled back to varying degrees. Among them, the sharply-corrected Korean market has even slipped into a technical bear. So is the current decline the eve of a major reversal, or just another routine technical pullback as so often before? Beyond Korea, Japan's market may offer the more valuable reference point. The valuation debate over tech stocks (AI-related) has raged for a long time, and trying to read it from a purely fundamental angle only ends in a dialogue of the deaf. Optimists believe the AI revolution will ultimately arrive; pessimists are convinced the bursting of the bubble is only a matter of time. In truth, for a trader, who is right or wrong is not the point—the point is which moment

Is the Tech Slump Only Just Beginning? Reading the Signal from Japan and Korea

我跟股票结了账

07-18

ggg

Owen_trading room

07-15

Two Must-Watch Strategies Now: the Enticing oil Crack Spread and Stock-Index Options Straddle

Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. $标普500(.SPX)$

Two Must-Watch Strategies Now: the Enticing oil Crack Spread and Stock-Index Options Straddle

AWMP

07-11

yes bullish on SK Hynix [Smile]

AWMP

07-11

196

SeeWalNZ

07-11

Im guessing $194

Am3n_Tao

07-10

178

kino318

07-10

199. I guess

trueLegend

07-10

185

MeowCatz

07-10

157

Shivvyy

07-10

195

No mo

07-10

$SK hynix(SKHY)$ will be $235 by tonight!

Relax_Lar

07-10

$154

meilew24

07-10

I predict $168 per share, for the SK Hynix(SKHY) US ADR💪💪💪

wlam

07-10

178

chocolotte

07-10

168

GReen

07-10

168

Supermoneymagnet

07-10

167

HandsomeBoy

07-10

$188

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This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","listText":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","text":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. $标普500(.SPX)$","images":[{"img":"https://community-static.tradeup.com/news/25698fa2cdba85e2e33a7eb9cd5f3078"},{"img":"https://community-static.tradeup.com/news/7a3070da9201e495e7ec72030d04c812"},{"img":"https://community-static.tradeup.com/news/a3d9bd9362035ff080d8eaf35211bc3b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":366,"commentSize":0,"repostSize":28,"link":"https://ttm.financial/post/586032632955104","isVote":1,"tweetType":1,"viewCount":10821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},{"id":584589479870664,"gmtCreate":1783752131949,"gmtModify":1783752134945,"author":{"id":"3582435116896373","authorId":"3582435116896373","name":"AWMP","avatar":"https://static.tigerbbs.com/adee0809ae4254643f609af51486ea3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582435116896373","idStr":"3582435116896373"},"themes":[],"title":"","htmlText":"yes bullish on SK Hynix [Smile]","listText":"yes bullish on SK Hynix [Smile]","text":"yes bullish on SK Hynix [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584589479870664","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584587932799168,"gmtCreate":1783751864621,"gmtModify":1783751866628,"author":{"id":"3582435116896373","authorId":"3582435116896373","name":"AWMP","avatar":"https://static.tigerbbs.com/adee0809ae4254643f609af51486ea3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582435116896373","idStr":"3582435116896373"},"themes":[],"title":"","htmlText":"196","listText":"196","text":"196","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584587932799168","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584531708506160,"gmtCreate":1783738022338,"gmtModify":1783743286022,"author":{"id":"4243135310374522","authorId":"4243135310374522","name":"SeeWalNZ","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243135310374522","idStr":"4243135310374522"},"themes":[],"title":"","htmlText":"Im guessing $194","listText":"Im guessing $194","text":"Im guessing $194","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584531708506160","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584362140148080,"gmtCreate":1783696741184,"gmtModify":1783696743379,"author":{"id":"3581848738168826","authorId":"3581848738168826","name":"Am3n_Tao","avatar":"https://static.tigerbbs.com/d81c8ea5373c208bbd040da97fc95c71","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581848738168826","idStr":"3581848738168826"},"themes":[],"title":"","htmlText":"178","listText":"178","text":"178","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584362140148080","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584356250895840,"gmtCreate":1783695229221,"gmtModify":1783695231925,"author":{"id":"3578134255896974","authorId":"3578134255896974","name":"kino318","avatar":"https://static.tigerbbs.com/e983f44b7853b7b8c10f1b3f6e19dc68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134255896974","idStr":"3578134255896974"},"themes":[],"title":"","htmlText":"199. I guess","listText":"199. I guess","text":"199. I guess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584356250895840","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584367091105960,"gmtCreate":1783694877254,"gmtModify":1783694879434,"author":{"id":"4191701507049712","authorId":"4191701507049712","name":"trueLegend","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191701507049712","idStr":"4191701507049712"},"themes":[],"title":"","htmlText":"185","listText":"185","text":"185","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584367091105960","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584351211152040,"gmtCreate":1783694118280,"gmtModify":1783694405202,"author":{"id":"4214210444673942","authorId":"4214210444673942","name":"MeowCatz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214210444673942","idStr":"4214210444673942"},"themes":[],"title":"","htmlText":"157","listText":"157","text":"157","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584351211152040","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584362133102976,"gmtCreate":1783693708348,"gmtModify":1783693710492,"author":{"id":"4186871727576392","authorId":"4186871727576392","name":"Shivvyy","avatar":"https://community-static.tradeup.com/news/17f5dac6b7e542c363a7ce5b42cd6970","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186871727576392","idStr":"4186871727576392"},"themes":[],"title":"","htmlText":"195","listText":"195","text":"195","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584362133102976","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584344110162568,"gmtCreate":1783692350481,"gmtModify":1783694329420,"author":{"id":"3567509805932952","authorId":"3567509805932952","name":"No mo","avatar":"https://static.tigerbbs.com/d92292d1b91cb20c128699129af5a63e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567509805932952","idStr":"3567509805932952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a>will be $235 by tonight!","listText":"<a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a>will be $235 by tonight!","text":"$SK hynix(SKHY)$ will be $235 by tonight!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584344110162568","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584343896748792,"gmtCreate":1783692188330,"gmtModify":1783694326528,"author":{"id":"4245581174867002","authorId":"4245581174867002","name":"Relax_Lar","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245581174867002","idStr":"4245581174867002"},"themes":[],"title":"","htmlText":"$154","listText":"$154","text":"$154","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584343896748792","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584342255288560,"gmtCreate":1783691873540,"gmtModify":1783691876787,"author":{"id":"4212861004153192","authorId":"4212861004153192","name":"meilew24","avatar":"https://community-static.tradeup.com/news/2a66966132465bfaa390a3c75d9cfbcd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4212861004153192","idStr":"4212861004153192"},"themes":[],"title":"","htmlText":"I predict $168 per share, for the SK Hynix(SKHY) US ADR💪💪💪","listText":"I predict $168 per share, for the SK Hynix(SKHY) US ADR💪💪💪","text":"I predict $168 per share, for the SK Hynix(SKHY) US ADR💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584342255288560","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584342063809272,"gmtCreate":1783691740835,"gmtModify":1783692026635,"author":{"id":"4189741697042792","authorId":"4189741697042792","name":"wlam","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4189741697042792","idStr":"4189741697042792"},"themes":[],"title":"","htmlText":"178","listText":"178","text":"178","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584342063809272","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584339694994496,"gmtCreate":1783691293111,"gmtModify":1783691294385,"author":{"id":"3573823256834017","authorId":"3573823256834017","name":"chocolotte","avatar":"https://static.tigerbbs.com/212bdfcb3fa963bc574529a6ae74bba2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573823256834017","idStr":"3573823256834017"},"themes":[],"title":"","htmlText":"168","listText":"168","text":"168","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584339694994496","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584330842976360,"gmtCreate":1783689104576,"gmtModify":1783689106807,"author":{"id":"3583291515643331","authorId":"3583291515643331","name":"GReen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291515643331","idStr":"3583291515643331"},"themes":[],"title":"","htmlText":"168","listText":"168","text":"168","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584330842976360","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584330309022200,"gmtCreate":1783688869123,"gmtModify":1783688871376,"author":{"id":"3575786148063178","authorId":"3575786148063178","name":"Supermoneymagnet","avatar":"https://community-static.tradeup.com/news/c402c01344a8a543d201b23681f141cb","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575786148063178","idStr":"3575786148063178"},"themes":[],"title":"","htmlText":"167","listText":"167","text":"167","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584330309022200","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":584326130083224,"gmtCreate":1783687859026,"gmtModify":1783687861248,"author":{"id":"3583893991506047","authorId":"3583893991506047","name":"HandsomeBoy","avatar":"https://static.tigerbbs.com/500329e31ec63c86945a42d305de07f9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583893991506047","idStr":"3583893991506047"},"themes":[],"title":"","htmlText":"$188","listText":"$188","text":"$188","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584326130083224","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":586032632955104,"gmtCreate":1784105135859,"gmtModify":1784169987641,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_trading room","avatar":"https://community-static.tradeup.com/news/5d4e379a31618023c7f5cc95a2df3468","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"Two Must-Watch Strategies Now: the Enticing oil Crack Spread and Stock-Index Options Straddle","htmlText":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","listText":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. <a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>","text":"Every week, Owen talks through some of the trading opportunities and strategies in the current market that are worth watching. This time we won't dwell on preliminaries and will get straight to the point. I believe there are two main opportunities to focus on this time: First, the crude oil crack spread has now surged to a historic extreme. How to find the right timing to short the spread is a highly noteworthy profit opportunity. Second, U.S. equities are currently stuck in a high-level, range-bound pattern. With tonight's upcoming CPI data as a catalyst, how should we use an options straddle strategy to bet on a return of volatility? This is likewise an opportunity worth exploring. Let's look at them one by one. $标普500(.SPX)$","images":[{"img":"https://community-static.tradeup.com/news/25698fa2cdba85e2e33a7eb9cd5f3078"},{"img":"https://community-static.tradeup.com/news/7a3070da9201e495e7ec72030d04c812"},{"img":"https://community-static.tradeup.com/news/a3d9bd9362035ff080d8eaf35211bc3b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":366,"commentSize":0,"repostSize":28,"link":"https://ttm.financial/post/586032632955104","isVote":1,"tweetType":1,"viewCount":10821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},{"id":587795707879520,"gmtCreate":1784535593516,"gmtModify":1784550326161,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"U.S.–Iran War Reignites and Risk Returns: Is Now the Time to Buy Gold?","htmlText":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","listText":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","text":"After last week's CPI print, inflation expectations eased slightly, while the U.S.–Iran conflict flared up again and the previously-open strait was once more suspended. That said, this kind of escalation seems to occur almost every weekend, and by the time financial markets open it is quickly shrugged off—so I would not advise anyone to be overly anxious; wait until the market opens and it will speak for itself. Faced with this kind of murky, hard-to-read news flow, the best trading approach is to consider the technical indicators alone, and then set the corresponding strategy based on those indicators. Chart: CCTV News — “U.S.–Iran clashes hit civilian facilities across several countries; Iran warns of an all-out offensive” (reported July 19, 2026) I. U.S. equity indices have flipped shor","images":[{"img":"https://community-static.tradeup.com/news/d58b375a1491b9ef0a6013e373b42e63"},{"img":"https://community-static.tradeup.com/news/b5e418df4fc976f721c3d86daba855ab"},{"img":"https://community-static.tradeup.com/news/bd15e80379958012c8f30c35d5de3f27"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":61,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/587795707879520","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":587778956091648,"gmtCreate":1784534635593,"gmtModify":1784550323837,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"Is the Tech Slump Only Just Beginning? Reading the Signal from Japan and Korea","htmlText":"The global tech-stock sell-off has now run for more than three weeks, and most markets have pulled back to varying degrees. Among them, the sharply-corrected Korean market has even slipped into a technical bear. So is the current decline the eve of a major reversal, or just another routine technical pullback as so often before? Beyond Korea, Japan's market may offer the more valuable reference point. The valuation debate over tech stocks (AI-related) has raged for a long time, and trying to read it from a purely fundamental angle only ends in a dialogue of the deaf. Optimists believe the AI revolution will ultimately arrive; pessimists are convinced the bursting of the bubble is only a matter of time. In truth, for a trader, who is right or wrong is not the point—the point is which moment","listText":"The global tech-stock sell-off has now run for more than three weeks, and most markets have pulled back to varying degrees. Among them, the sharply-corrected Korean market has even slipped into a technical bear. So is the current decline the eve of a major reversal, or just another routine technical pullback as so often before? Beyond Korea, Japan's market may offer the more valuable reference point. The valuation debate over tech stocks (AI-related) has raged for a long time, and trying to read it from a purely fundamental angle only ends in a dialogue of the deaf. Optimists believe the AI revolution will ultimately arrive; pessimists are convinced the bursting of the bubble is only a matter of time. In truth, for a trader, who is right or wrong is not the point—the point is which moment","text":"The global tech-stock sell-off has now run for more than three weeks, and most markets have pulled back to varying degrees. Among them, the sharply-corrected Korean market has even slipped into a technical bear. So is the current decline the eve of a major reversal, or just another routine technical pullback as so often before? Beyond Korea, Japan's market may offer the more valuable reference point. The valuation debate over tech stocks (AI-related) has raged for a long time, and trying to read it from a purely fundamental angle only ends in a dialogue of the deaf. Optimists believe the AI revolution will ultimately arrive; pessimists are convinced the bursting of the bubble is only a matter of time. In truth, for a trader, who is right or wrong is not the point—the point is which moment","images":[{"img":"https://community-static.tradeup.com/news/5509f8f47b7cedb32628d0c60bc0042d"},{"img":"https://community-static.tradeup.com/news/4be3e855ec261e4cdf6a555aa76c2c1c"},{"img":"https://community-static.tradeup.com/news/e248061f3e074dc5262934d3c0db029d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/587778956091648","isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581284509778056,"gmtCreate":1782945254419,"gmtModify":1783201800136,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"SK Hynix Hits Wall Street: Real Value or AI Bubble? 🌟🌟🌟 The world's top AI memory chipmaker SK Hynix is coming to the US stock market on 10 July 2026 under the ticker&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>.&nbsp; The company is launching a massive USD 29.4 billion American Depository Receipt (ADR) listing on the Nasdaq, making it one of the largest capital raises in financial history. As the undisputed king of High Bandwidth Memory or HBM, SK Hynix controls 58% of the global market.&nbsp; &nbsp;It is the vital engine powering&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI hardware.&nbsp; But with tech stocks soaring, investors face a critical question: Is this an overhyped AI bubble, or a permanent shift in what","listText":"SK Hynix Hits Wall Street: Real Value or AI Bubble? 🌟🌟🌟 The world's top AI memory chipmaker SK Hynix is coming to the US stock market on 10 July 2026 under the ticker&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>.&nbsp; The company is launching a massive USD 29.4 billion American Depository Receipt (ADR) listing on the Nasdaq, making it one of the largest capital raises in financial history. As the undisputed king of High Bandwidth Memory or HBM, SK Hynix controls 58% of the global market.&nbsp; &nbsp;It is the vital engine powering&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI hardware.&nbsp; But with tech stocks soaring, investors face a critical question: Is this an overhyped AI bubble, or a permanent shift in what","text":"SK Hynix Hits Wall Street: Real Value or AI Bubble? 🌟🌟🌟 The world's top AI memory chipmaker SK Hynix is coming to the US stock market on 10 July 2026 under the ticker $SK hynix(SKHY)$ . The company is launching a massive USD 29.4 billion American Depository Receipt (ADR) listing on the Nasdaq, making it one of the largest capital raises in financial history. As the undisputed king of High Bandwidth Memory or HBM, SK Hynix controls 58% of the global market. It is the vital engine powering $NVIDIA(NVDA)$ AI hardware. But with tech stocks soaring, investors face a critical question: Is this an overhyped AI bubble, or a permanent shift in what","images":[{"img":"https://community-static.tradeup.com/news/ff6d7bc1ebcd73268a02b4a5ebbd1221","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/a0be2772b782e87ab8cb6c3c33b5db9a","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/abfc089b63d5e353c5564c179a1666b0","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":1339,"commentSize":11,"repostSize":41,"link":"https://ttm.financial/post/581284509778056","isVote":1,"tweetType":1,"viewCount":4592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @JC888 @Barcode @SherniceXuan 2000","text":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @JC888 @Barcode @SherniceXuan 2000","html":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @JC888 @Barcode @SherniceXuan 2000"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":583945180336848,"gmtCreate":1783594918096,"gmtModify":1783674361645,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"How I’m Looking at $SKHY’s U.S. Listing","htmlText":"Market Structure View on $SKHY The key point is simple: A 7x oversubscribed book proves that the primary market wants allocation. It does not prove that the secondary market has to keep bidding the stock higher. The real issue here is that the primary market and the secondary market are trading two completely different things. SK Hynix’s U.S. listing is huge. The basic facts are clear: 17.79 million new common shares. 177.9 million ADSs. 10 ADSs represent 1 common share. Demand reportedly exceeded available supply by more than 7x. Large U.S. institutional orders started around $200 million. Baillie Gifford, Coatue, Situational Awareness and other major funds have shown interest. That demand is real. But primary demand and secondary price action are not the same thing. The primary market is","listText":"Market Structure View on $SKHY The key point is simple: A 7x oversubscribed book proves that the primary market wants allocation. It does not prove that the secondary market has to keep bidding the stock higher. The real issue here is that the primary market and the secondary market are trading two completely different things. SK Hynix’s U.S. listing is huge. The basic facts are clear: 17.79 million new common shares. 177.9 million ADSs. 10 ADSs represent 1 common share. Demand reportedly exceeded available supply by more than 7x. Large U.S. institutional orders started around $200 million. Baillie Gifford, Coatue, Situational Awareness and other major funds have shown interest. That demand is real. But primary demand and secondary price action are not the same thing. The primary market is","text":"Market Structure View on $SKHY The key point is simple: A 7x oversubscribed book proves that the primary market wants allocation. It does not prove that the secondary market has to keep bidding the stock higher. The real issue here is that the primary market and the secondary market are trading two completely different things. SK Hynix’s U.S. listing is huge. The basic facts are clear: 17.79 million new common shares. 177.9 million ADSs. 10 ADSs represent 1 common share. Demand reportedly exceeded available supply by more than 7x. Large U.S. institutional orders started around $200 million. Baillie Gifford, Coatue, Situational Awareness and other major funds have shown interest. That demand is real. But primary demand and secondary price action are not the same thing. The primary market is","images":[{"img":"https://community-static.tradeup.com/news/2af264d853debf5af9f1486dbe66a711","width":"2353","height":"664"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":95,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/583945180336848","isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000170","authorId":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000170","idStr":"9000000000000170"},"content":"Who said 7x book means secondary has to chase? I care more whether Baillie Gifford holds it like AI infra or just arb flow","text":"Who said 7x book means secondary has to chase? I care more whether Baillie Gifford holds it like AI infra or just arb flow","html":"Who said 7x book means secondary has to chase? I care more whether Baillie Gifford holds it like AI infra or just arb flow"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":583946773180536,"gmtCreate":1783595887109,"gmtModify":1783599000129,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/d95d339b1f41503e283097a33ab3ba9d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"[Events] Guess SKHY's IPO Closing Price — Win 888 Tiger Coins!","htmlText":"AI memory leader <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is coming to Nasdaq. SK Hynix is one of the world’s largest memory chipmakers and a key supplier of HBM, the high-bandwidth memory used in AI data centers. As AI demand continues to drive the chip market, SK Hynix has become one of the most closely watched names in the global AI hardware trade. Now, U.S. investors may finally have an easier way to trade the stock through its Nasdaq-listed ADR. The listing is already drawing strong interest. According to market reports, demand for the IPO has been more than 7 times oversubscribed, with participation from global funds, tech investors, sovereign wealth funds and Asian investors. Where do you think <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> will close","listText":"AI memory leader <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is coming to Nasdaq. SK Hynix is one of the world’s largest memory chipmakers and a key supplier of HBM, the high-bandwidth memory used in AI data centers. As AI demand continues to drive the chip market, SK Hynix has become one of the most closely watched names in the global AI hardware trade. Now, U.S. investors may finally have an easier way to trade the stock through its Nasdaq-listed ADR. The listing is already drawing strong interest. According to market reports, demand for the IPO has been more than 7 times oversubscribed, with participation from global funds, tech investors, sovereign wealth funds and Asian investors. Where do you think <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> will close","text":"AI memory leader $SK hynix(SKHY)$ is coming to Nasdaq. SK Hynix is one of the world’s largest memory chipmakers and a key supplier of HBM, the high-bandwidth memory used in AI data centers. As AI demand continues to drive the chip market, SK Hynix has become one of the most closely watched names in the global AI hardware trade. Now, U.S. investors may finally have an easier way to trade the stock through its Nasdaq-listed ADR. The listing is already drawing strong interest. According to market reports, demand for the IPO has been more than 7 times oversubscribed, with participation from global funds, tech investors, sovereign wealth funds and Asian investors. Where do you think $SK hynix(SKHY)$ will close","images":[{"img":"https://community-static.tradeup.com/news/003cb1fffabeaf112cb7ec22ee279f6e","width":"1254","height":"1254"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":96,"commentSize":145,"repostSize":12,"link":"https://ttm.financial/post/583946773180536","isVote":1,"tweetType":1,"viewCount":14820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions recently. Even so, my final prediction is $193, and I'm looking forward to seeing how the market values one of the world's leading AI memory companies on its Nasdaq debut. @TigerEvents @TigerStars @TigerClub @Tiger_comments","text":"I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions recently. Even so, my final prediction is $193, and I'm looking forward to seeing how the market values one of the world's leading AI memory companies on its Nasdaq debut. @TigerEvents @TigerStars @TigerClub @Tiger_comments","html":"I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions recently. Even so, my final prediction is $193, and I'm looking forward to seeing how the market values one of the world's leading AI memory companies on its Nasdaq debut. @TigerEvents @TigerStars @TigerClub @Tiger_comments"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"The final official pricing for the SK Hynix (SKHY) U.S. ADR offering has been fixed at $149 per share, raising $26.5 billion in one of the largest market debuts in history. Given that the offering is more than 7 times oversubscribed with nearly $200 billion in total institutional demand, a strong first-day opening pop is highly anticipated. A realistic and data-driven prediction for the first-day closing price of $SK hynix(SKHY) is $168.","text":"The final official pricing for the SK Hynix (SKHY) U.S. ADR offering has been fixed at $149 per share, raising $26.5 billion in one of the largest market debuts in history. Given that the offering is more than 7 times oversubscribed with nearly $200 billion in total institutional demand, a strong first-day opening pop is highly anticipated. A realistic and data-driven prediction for the first-day closing price of $SK hynix(SKHY) is $168.","html":"The final official pricing for the SK Hynix (SKHY) U.S. ADR offering has been fixed at $149 per share, raising $26.5 billion in one of the largest market debuts in history. Given that the offering is more than 7 times oversubscribed with nearly $200 billion in total institutional demand, a strong first-day opening pop is highly anticipated. A realistic and data-driven prediction for the first-day closing price of $SK hynix(SKHY) is $168."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582867214119048,"gmtCreate":1783331656846,"gmtModify":1783414467663,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Will SK hynix ADRs Get a TSMC-Like Premium? <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>&nbsp;&nbsp;is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\">\n &lt;/\n</v-v>","listText":"Will SK hynix ADRs Get a TSMC-Like Premium? <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>&nbsp;&nbsp;is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\">\n &lt;/\n</v-v>","text":"Will SK hynix ADRs Get a TSMC-Like Premium? $SK hynix(SKHY)$ is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook $Taiwan Semiconductor Manufacturing(TSM)$ </","images":[{"img":"https://community-static.tradeup.com/news/32d6e451935a7d169927a1031b3c3c3c","width":"1078","height":"910"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/582867214119048","isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000174","idStr":"9000000000000174"},"content":"12.47% vs 20.24% says room exists, but HBM capex makes SKHY less clean than TSM. First-day premium probably matters more than the listing headline","text":"12.47% vs 20.24% says room exists, but HBM capex makes SKHY less clean than TSM. First-day premium probably matters more than the listing headline","html":"12.47% vs 20.24% says room exists, but HBM capex makes SKHY less clean than TSM. First-day premium probably matters more than the listing headline"},{"author":{"id":"4232294792692162","authorId":"4232294792692162","name":"MU69","avatar":"https://community-static.tradeup.com/news/a9cf384ad3ddcf9bff96701fb166abf6","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4232294792692162","idStr":"4232294792692162"},"content":"What would you expect to trade on 10 July?","text":"What would you expect to trade on 10 July?","html":"What would you expect to trade on 10 July?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581868955447592,"gmtCreate":1783088035666,"gmtModify":1783329149372,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/8d581459103f5518440013b5de445169","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"You Think AI Finished? No Lah, The Real Secret Ingredient Is the Memory!","htmlText":"Aiyah, you listen to me, macha! You think that South Korea chip market going down and finished ah? No lah! Just like making prata, sometimes you flip it up, it must come down first before it gets super crispy. This one not just one-day luck, boss. The next big AI memory boom is cooking already! Stick with trusted voices like Shernice and&nbsp;Muthu Boy&nbsp;, not unethical legacy media editors who conflate angles and sensationalize misleading headlines/manufactured narratives for clicks to goose their traffic metrics. They don’t care about your economic welfare, only their careers. <a href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ </a>&nbsp; <a href=\"https://ttm.financial/S/SKUU\">$GraniteShares 2x Long SK Hynix Daily ETF(SKUU)$ </a>&nbsp;","listText":"Aiyah, you listen to me, macha! You think that South Korea chip market going down and finished ah? No lah! Just like making prata, sometimes you flip it up, it must come down first before it gets super crispy. This one not just one-day luck, boss. The next big AI memory boom is cooking already! Stick with trusted voices like Shernice and&nbsp;Muthu Boy&nbsp;, not unethical legacy media editors who conflate angles and sensationalize misleading headlines/manufactured narratives for clicks to goose their traffic metrics. They don’t care about your economic welfare, only their careers. <a href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ </a>&nbsp; <a href=\"https://ttm.financial/S/SKUU\">$GraniteShares 2x Long SK Hynix Daily ETF(SKUU)$ </a>&nbsp;","text":"Aiyah, you listen to me, macha! You think that South Korea chip market going down and finished ah? No lah! Just like making prata, sometimes you flip it up, it must come down first before it gets super crispy. This one not just one-day luck, boss. The next big AI memory boom is cooking already! Stick with trusted voices like Shernice and Muthu Boy , not unethical legacy media editors who conflate angles and sensationalize misleading headlines/manufactured narratives for clicks to goose their traffic metrics. They don’t care about your economic welfare, only their careers. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $GraniteShares 2x Long SK Hynix Daily ETF(SKUU)$","images":[{"img":"https://community-static.tradeup.com/news/014834680adb735fbcfc775411d6a25f","width":"830","height":"632"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/581868955447592","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/8d581459103f5518440013b5de445169","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"content":"@Ah_Meng Eventually, AI demand will reach an inflection point—whether that's in three years or later, nobody really knows. But with so many AI use cases emerging across industries, demand should remain strong over the long term.","text":"@Ah_Meng Eventually, AI demand will reach an inflection point—whether that's in three years or later, nobody really knows. But with so many AI use cases emerging across industries, demand should remain strong over the long term.","html":"@Ah_Meng Eventually, AI demand will reach an inflection point—whether that's in three years or later, nobody really knows. But with so many AI use cases emerging across industries, demand should remain strong over the long term."},{"author":{"id":"3577880783114191","authorId":"3577880783114191","name":"rin.","avatar":"https://community-static.tradeup.com/news/259026fb005d1ae4773fc063d25b76fd","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3577880783114191","idStr":"3577880783114191"},"content":"This is such a bad AI Singlish write up lol but agree with u lah","text":"This is such a bad AI Singlish write up lol but agree with u lah","html":"This is such a bad AI Singlish write up lol but agree with u lah"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":582293505303768,"gmtCreate":1783191744852,"gmtModify":1783327776745,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Next Week Could Be a Defining Week for Memory Stocks","htmlText":"Next week, I believe the memory sector deserves serious attention. Several major catalysts are lining up at the same time: SK Hynix’s Nasdaq listing, continued DRAM price hikes, changes in long-term contract pricing, and a more supportive macro backdrop. Individually, each of these factors matters. Together, they could mark the beginning of a major re-rating for the memory sector. First, SK Hynix. SK Hynix is expected to list on Nasdaq on July 10, with an estimated issuance size of around $29 billion, making it one of the largest ADR offerings in history. The structure is expected to be 1 ADR representing 0.1 common share. This is not just about adding another tradable ticker. It means global capital will finally have a more direct way to price SK Hynix. For a leading memory player, this c","listText":"Next week, I believe the memory sector deserves serious attention. Several major catalysts are lining up at the same time: SK Hynix’s Nasdaq listing, continued DRAM price hikes, changes in long-term contract pricing, and a more supportive macro backdrop. Individually, each of these factors matters. Together, they could mark the beginning of a major re-rating for the memory sector. First, SK Hynix. SK Hynix is expected to list on Nasdaq on July 10, with an estimated issuance size of around $29 billion, making it one of the largest ADR offerings in history. The structure is expected to be 1 ADR representing 0.1 common share. This is not just about adding another tradable ticker. It means global capital will finally have a more direct way to price SK Hynix. For a leading memory player, this c","text":"Next week, I believe the memory sector deserves serious attention. Several major catalysts are lining up at the same time: SK Hynix’s Nasdaq listing, continued DRAM price hikes, changes in long-term contract pricing, and a more supportive macro backdrop. Individually, each of these factors matters. Together, they could mark the beginning of a major re-rating for the memory sector. First, SK Hynix. SK Hynix is expected to list on Nasdaq on July 10, with an estimated issuance size of around $29 billion, making it one of the largest ADR offerings in history. The structure is expected to be 1 ADR representing 0.1 common share. This is not just about adding another tradable ticker. It means global capital will finally have a more direct way to price SK Hynix. For a leading memory player, this c","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/582293505303768","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581137542447224,"gmtCreate":1782910039762,"gmtModify":1782954000293,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/d95d339b1f41503e283097a33ab3ba9d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"[Events] SK Hynix Is Coming to Nasdaq. Bullish or Bearish?","htmlText":"SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.&nbsp; <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM mark","listText":"SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.&nbsp; <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM mark","text":"SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change. $SK hynix(SKHY)$ SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM mark","images":[{"img":"https://community-static.tradeup.com/news/084f37f41aa5a8bc0bd3f4816b02c630","width":"1254","height":"1254"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":193,"commentSize":50,"repostSize":18,"link":"https://ttm.financial/post/581137542447224","isVote":1,"tweetType":1,"viewCount":14500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional investors. I'm happy to hold through short-term volatility if the long-term AI thesis remains unchanged. As long as the AI trend stays intact, I remain optimistic about SK Hynix's long-term potential. @Tiger_comments @TigerStars @TigerClub @TigerEvents","text":"I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional investors. I'm happy to hold through short-term volatility if the long-term AI thesis remains unchanged. As long as the AI trend stays intact, I remain optimistic about SK Hynix's long-term potential. @Tiger_comments @TigerStars @TigerClub @TigerEvents","html":"I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional investors. I'm happy to hold through short-term volatility if the long-term AI thesis remains unchanged. As long as the AI trend stays intact, I remain optimistic about SK Hynix's long-term potential. @Tiger_comments @TigerStars @TigerClub @TigerEvents"},{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"content":"Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal","text":"Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal","html":"Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581918848460200,"gmtCreate":1783100143890,"gmtModify":1783328299451,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"SK hynix's July 10 Listing Could Be a Catalyst, Not the Bearish Event Many Investors Expect","htmlText":"As SK hynix approaches its July 10 listing event, investors are increasingly asking the same question: Will additional shares entering the market create selling pressure across the memory sector? That concern is understandable. But I believe the market may be focusing on the wrong variable. The long-term direction of memory stocks has never been determined by a listing event alone. It has always been driven by the industry's earnings cycle. Over the past two years, artificial intelligence has fundamentally reshaped the memory market. HBM demand continues to outpace supply. DDR5 adoption is accelerating. Enterprise SSD demand continues to grow alongside AI infrastructure spending. Those structural trends remain far more important than a single capital markets event. Many investors instincti","listText":"As SK hynix approaches its July 10 listing event, investors are increasingly asking the same question: Will additional shares entering the market create selling pressure across the memory sector? That concern is understandable. But I believe the market may be focusing on the wrong variable. The long-term direction of memory stocks has never been determined by a listing event alone. It has always been driven by the industry's earnings cycle. Over the past two years, artificial intelligence has fundamentally reshaped the memory market. HBM demand continues to outpace supply. DDR5 adoption is accelerating. Enterprise SSD demand continues to grow alongside AI infrastructure spending. Those structural trends remain far more important than a single capital markets event. Many investors instincti","text":"As SK hynix approaches its July 10 listing event, investors are increasingly asking the same question: Will additional shares entering the market create selling pressure across the memory sector? That concern is understandable. But I believe the market may be focusing on the wrong variable. The long-term direction of memory stocks has never been determined by a listing event alone. It has always been driven by the industry's earnings cycle. Over the past two years, artificial intelligence has fundamentally reshaped the memory market. HBM demand continues to outpace supply. DDR5 adoption is accelerating. Enterprise SSD demand continues to grow alongside AI infrastructure spending. Those structural trends remain far more important than a single capital markets event. Many investors instincti","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/581918848460200","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581177574691944,"gmtCreate":1782919224906,"gmtModify":1782982820644,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Meta Just Triggered a Memory Selloff — But Is the Market Confusing Long-Term Risk With Near-Term Reality?","htmlText":"One headline. That's all it took to reprice the entire AI infrastructure complex. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Reports that Meta is preparing to commercialize its excess AI compute capacity through a cloud offering immediately reshaped sentiment across the sector. To be clear: Meta isn't selling GPUs. It's monetizing compute services built on infrastructure it already owns — a capital efficiency play, not a capacity retreat. The market didn't see it that way. AI cloud providers including CoreWeave sold off sharply. Memory stocks followed. The logic was simple and fast: if hyperscalers can squeeze more utilization out of existing GPU clusters, maybe they don't need to keep expanding. And if GPU pr","listText":"One headline. That's all it took to reprice the entire AI infrastructure complex. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Reports that Meta is preparing to commercialize its excess AI compute capacity through a cloud offering immediately reshaped sentiment across the sector. To be clear: Meta isn't selling GPUs. It's monetizing compute services built on infrastructure it already owns — a capital efficiency play, not a capacity retreat. The market didn't see it that way. AI cloud providers including CoreWeave sold off sharply. Memory stocks followed. The logic was simple and fast: if hyperscalers can squeeze more utilization out of existing GPU clusters, maybe they don't need to keep expanding. And if GPU pr","text":"One headline. That's all it took to reprice the entire AI infrastructure complex. $美光科技(MU)$ $Meta Platforms, Inc.(META)$ Reports that Meta is preparing to commercialize its excess AI compute capacity through a cloud offering immediately reshaped sentiment across the sector. To be clear: Meta isn't selling GPUs. It's monetizing compute services built on infrastructure it already owns — a capital efficiency play, not a capacity retreat. The market didn't see it that way. AI cloud providers including CoreWeave sold off sharply. Memory stocks followed. The logic was simple and fast: if hyperscalers can squeeze more utilization out of existing GPU clusters, maybe they don't need to keep expanding. And if GPU pr","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581177574691944","isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581116377445512,"gmtCreate":1782904223493,"gmtModify":1782905208500,"author":{"id":"4230166510346702","authorId":"4230166510346702","name":"One and One Green Technologies. INC","avatar":"https://community-static.tradeup.com/news/189e7a83deb20a22e19e8393b183dd41","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230166510346702","idStr":"4230166510346702"},"themes":[],"title":"One and One Green Technologies Invited to Present at the Philippines Provincial Government Environmental Conference on Waste Management Programs","htmlText":"Multiple City Governments Propose Direct Follow-Up Partnership Discussions <a href=\"https://ttm.financial/S/YDDL\">$One and one Green(YDDL)$</a> today announced that the Company was the sole enterprise invited to present at the Provincial Solid Waste Management Board’s Second Quarter 2026 Meeting, an official government environmental conference held on June 23, 2026 in Sta. Cruz, Laguna, and attended by approximately 60 provincial and municipal environmental protection officials from across the Philippines. Image (from left to right): One and One Chief Operating Officer and Director, Mr. Huajun Yan; &nbsp;the formal presentation from Yoda Metal and Crafts Trading and Services Corp., the operating subsidiary of One and One Green Technologies. One and One delivered a formal presentation to th","listText":"Multiple City Governments Propose Direct Follow-Up Partnership Discussions <a href=\"https://ttm.financial/S/YDDL\">$One and one Green(YDDL)$</a> today announced that the Company was the sole enterprise invited to present at the Provincial Solid Waste Management Board’s Second Quarter 2026 Meeting, an official government environmental conference held on June 23, 2026 in Sta. Cruz, Laguna, and attended by approximately 60 provincial and municipal environmental protection officials from across the Philippines. Image (from left to right): One and One Chief Operating Officer and Director, Mr. Huajun Yan; &nbsp;the formal presentation from Yoda Metal and Crafts Trading and Services Corp., the operating subsidiary of One and One Green Technologies. One and One delivered a formal presentation to th","text":"Multiple City Governments Propose Direct Follow-Up Partnership Discussions $One and one Green(YDDL)$ today announced that the Company was the sole enterprise invited to present at the Provincial Solid Waste Management Board’s Second Quarter 2026 Meeting, an official government environmental conference held on June 23, 2026 in Sta. Cruz, Laguna, and attended by approximately 60 provincial and municipal environmental protection officials from across the Philippines. Image (from left to right): One and One Chief Operating Officer and Director, Mr. Huajun Yan; the formal presentation from Yoda Metal and Crafts Trading and Services Corp., the operating subsidiary of One and One Green Technologies. One and One delivered a formal presentation to th","images":[{"img":"https://community-static.tradeup.com/news/693121f571c508a07818baaf6348da8b","width":"1430","height":"556"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581116377445512","isVote":1,"tweetType":1,"viewCount":13915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581407496885368,"gmtCreate":1782975297496,"gmtModify":1782976958244,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225582686885462","idStr":"4225582686885462"},"themes":[],"title":"Meta, Palantir 3x DLCs Jump while Micron Falls Sharply; Gold Holds Near 4,000 Support","htmlText":"AI stocks were in focus on Wednesday (1 July), as <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 8.8% following reports that the company is planning to launch a cloud infrastructure business to sell AI computing power and model access to external customers. The move drove the Meta 3x Long DLC up by more than 26%, while the Meta 3x Short DLC declined by a similar magnitude. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> also gained 7.77% after announcing its partnership with <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> on Sovereign AI, lifting the Palantir 3x Long DLC up by more than 23%, while the Palantir 3x Short DLC fell by a similar magnitude. In contrast, <a href=\"https://ttm.financial/S/MU\">$Micron Technology</a>","listText":"AI stocks were in focus on Wednesday (1 July), as <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 8.8% following reports that the company is planning to launch a cloud infrastructure business to sell AI computing power and model access to external customers. The move drove the Meta 3x Long DLC up by more than 26%, while the Meta 3x Short DLC declined by a similar magnitude. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> also gained 7.77% after announcing its partnership with <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> on Sovereign AI, lifting the Palantir 3x Long DLC up by more than 23%, while the Palantir 3x Short DLC fell by a similar magnitude. In contrast, <a href=\"https://ttm.financial/S/MU\">$Micron Technology</a>","text":"AI stocks were in focus on Wednesday (1 July), as $Meta Platforms, Inc.(META)$ jumped 8.8% following reports that the company is planning to launch a cloud infrastructure business to sell AI computing power and model access to external customers. The move drove the Meta 3x Long DLC up by more than 26%, while the Meta 3x Short DLC declined by a similar magnitude. $Palantir Technologies Inc.(PLTR)$ also gained 7.77% after announcing its partnership with $NVIDIA(NVDA)$ on Sovereign AI, lifting the Palantir 3x Long DLC up by more than 23%, while the Palantir 3x Short DLC fell by a similar magnitude. In contrast, $Micron Technology","images":[{"img":"https://community-static.tradeup.com/news/57449dab92f62117f47f5f745a684a53","width":"1159","height":"623"},{"img":"https://community-static.tradeup.com/news/a975cbd961a7292ea990531cd3920da5","width":"1163","height":"622"},{"img":"https://community-static.tradeup.com/news/213dfba22eb76660943329d4d154e0cc","width":"1169","height":"616"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581407496885368","isVote":1,"tweetType":1,"viewCount":26536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581663468126384,"gmtCreate":1783037874319,"gmtModify":1783046347686,"author":{"id":"4239243736653242","authorId":"4239243736653242","name":"Gilly87","avatar":"https://community-static.tradeup.com/news/62a41abcf2f44bac6350d34c6dd4e255","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239243736653242","idStr":"4239243736653242"},"themes":[],"title":"🚀 The AI Race: Which Companies Are Leading in 2026?","htmlText":"Artificial Intelligence isn't just about ChatGPT anymore—it's powering a massive investment cycle across chips, cloud computing, and enterprise software. Here's how some of the biggest AI players stack up: 🟢 <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> The undisputed leader in AI GPUs. Its hardware powers many of the world's largest AI models and remains the benchmark for AI infrastructure. 🔵 <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Combining Azure cloud with AI services and deep enterprise integration, Microsoft continues to be one of the biggest AI software and cloud providers. 🔴 <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> From Gemini to Google Cloud and Search, Alphabet is investing heavily across consumer and enterprise AI while remain","listText":"Artificial Intelligence isn't just about ChatGPT anymore—it's powering a massive investment cycle across chips, cloud computing, and enterprise software. Here's how some of the biggest AI players stack up: 🟢 <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> The undisputed leader in AI GPUs. Its hardware powers many of the world's largest AI models and remains the benchmark for AI infrastructure. 🔵 <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Combining Azure cloud with AI services and deep enterprise integration, Microsoft continues to be one of the biggest AI software and cloud providers. 🔴 <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> From Gemini to Google Cloud and Search, Alphabet is investing heavily across consumer and enterprise AI while remain","text":"Artificial Intelligence isn't just about ChatGPT anymore—it's powering a massive investment cycle across chips, cloud computing, and enterprise software. Here's how some of the biggest AI players stack up: 🟢 $NVIDIA(NVDA)$ The undisputed leader in AI GPUs. Its hardware powers many of the world's largest AI models and remains the benchmark for AI infrastructure. 🔵 $Microsoft(MSFT)$ Combining Azure cloud with AI services and deep enterprise integration, Microsoft continues to be one of the biggest AI software and cloud providers. 🔴 $Alphabet(GOOGL)$ From Gemini to Google Cloud and Search, Alphabet is investing heavily across consumer and enterprise AI while remain","images":[{"img":"https://community-static.tradeup.com/news/11ecd89621341ad5418ce2079736f3b9","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581663468126384","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":584005270597840,"gmtCreate":1783609596967,"gmtModify":1783674287806,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I'm going with $193 as my prediction for SK Hynix's <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(</a><a href=\"https://ttm.financial/S/SKHY\">SKHY</a><a href=\"https://ttm.financial/S/SKHY\">)$ </a> first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re","listText":"I'm going with $193 as my prediction for SK Hynix's <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(</a><a href=\"https://ttm.financial/S/SKHY\">SKHY</a><a href=\"https://ttm.financial/S/SKHY\">)$ </a> first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re","text":"I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re","images":[{"img":"https://community-static.tradeup.com/news/de298b2e34e5b02876cab6c12418daea"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/584005270597840","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 Good luck 🤞 @Barcode @JC888 @Aqa @DiAngel @koolgal @SherniceXuan 2000","text":"Nice Sharing 😁 Good luck 🤞 @Barcode @JC888 @Aqa @DiAngel @koolgal @SherniceXuan 2000","html":"Nice Sharing 😁 Good luck 🤞 @Barcode @JC888 @Aqa @DiAngel @koolgal @SherniceXuan 2000"},{"author":{"id":"9000000000000444","authorId":"9000000000000444","name":"OgdenHerbert","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000444","idStr":"9000000000000444"},"content":"From the industry trend, HBM ramp and pricing power matter more than day-one close. I’m bullish if that stays tight","text":"From the industry trend, HBM ramp and pricing power matter more than day-one close. I’m bullish if that stays tight","html":"From the industry trend, HBM ramp and pricing power matter more than day-one close. I’m bullish if that stays tight"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":584136343241904,"gmtCreate":1783641600924,"gmtModify":1783643526840,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I project that <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a>first day closing price to be USD 188, represent a robust 26% pop from its debut price. Why? The IPO closed a staggering 7 times oversubscribed.&nbsp; More than 500 elite global investment firms competed for a slice of this enticing pie.&nbsp; This means many were left empty handed. SK Hynix controls about 55% of the world's HBM market.&nbsp; Compared to <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>it has traded at a discount compared to its US peers due to trading restrictions in S Korea market. While long term fundamentals are bullet proof, Day 1 will bring intense volatility. SK Hynix will be one exciting IPO that everyone will be watching like a hawk including me.","listText":"🌟🌟🌟I project that <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a>first day closing price to be USD 188, represent a robust 26% pop from its debut price. Why? The IPO closed a staggering 7 times oversubscribed.&nbsp; More than 500 elite global investment firms competed for a slice of this enticing pie.&nbsp; This means many were left empty handed. SK Hynix controls about 55% of the world's HBM market.&nbsp; Compared to <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>it has traded at a discount compared to its US peers due to trading restrictions in S Korea market. While long term fundamentals are bullet proof, Day 1 will bring intense volatility. SK Hynix will be one exciting IPO that everyone will be watching like a hawk including me.","text":"🌟🌟🌟I project that $SK hynix(SKHY)$ first day closing price to be USD 188, represent a robust 26% pop from its debut price. Why? The IPO closed a staggering 7 times oversubscribed. More than 500 elite global investment firms competed for a slice of this enticing pie. This means many were left empty handed. SK Hynix controls about 55% of the world's HBM market. Compared to $Micron Technology(MU)$ it has traded at a discount compared to its US peers due to trading restrictions in S Korea market. While long term fundamentals are bullet proof, Day 1 will bring intense volatility. SK Hynix will be one exciting IPO that everyone will be watching like a hawk including me.","images":[{"img":"https://community-static.tradeup.com/news/67471bcf2f27d3a62b827983a4952c6e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":12,"repostSize":27,"link":"https://ttm.financial/post/584136343241904","isVote":1,"tweetType":1,"viewCount":2924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @Shyon @SherniceXuan 2000","text":"Nice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @Shyon @SherniceXuan 2000","html":"Nice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @Shyon @SherniceXuan 2000"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"[Like] [Like] [Like]","text":"[Like] [Like] [Like]","html":"[Like] [Like] [Like]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587014530912760,"gmtCreate":1784344196733,"gmtModify":1784344199701,"author":{"id":"4226388957651472","authorId":"4226388957651472","name":"我跟股票结了账","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226388957651472","idStr":"4226388957651472"},"themes":[],"title":"","htmlText":"ggg","listText":"ggg","text":"ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587014530912760","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581467990078904,"gmtCreate":1782990083000,"gmtModify":1783069844009,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong.&nbsp; If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust","listText":"The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong.&nbsp; If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust","text":"The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong. If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":148,"commentSize":1,"repostSize":8,"link":"https://ttm.financial/post/581467990078904","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000197","authorId":"9000000000000197","name":"peepzy","avatar":"https://static.tigerbbs.com/6b4c316453c0a428f08c7f29a4529b77","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000197","idStr":"9000000000000197"},"content":"8% ADR premium is manageable, dilution and lock-up are the real swing factors","text":"8% ADR premium is manageable, dilution and lock-up are the real swing factors","html":"8% ADR premium is manageable, dilution and lock-up are the real swing factors"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581670609351888,"gmtCreate":1783039669934,"gmtModify":1783069363795,"author":{"id":"4239243736653242","authorId":"4239243736653242","name":"Gilly87","avatar":"https://community-static.tradeup.com/news/62a41abcf2f44bac6350d34c6dd4e255","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239243736653242","idStr":"4239243736653242"},"themes":[],"title":"","htmlText":"I'm bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>. The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI","listText":"I'm bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a>. The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI","text":"I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI","images":[{"img":"https://community-static.tradeup.com/news/74ba250811e28bb35e0b6a57c8e4d9d4","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":57,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/581670609351888","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274784832471","authorId":"3479274784832471","name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274784832471","idStr":"3479274784832471"},"content":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here","text":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here","html":"HBM3E yield ramp matters just as much as that 60% share. I’m bullish, watching margin upside from here"}],"imageCount":1,"langContent":"EN","totalScore":0}]}