To The Moon

PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2

Buy TQQQ now.$ProShares UltraPro QQQ(TQQQ)$  

Down first is good. Watch for it to sky rocket.😊

The wild ride $SK hynix(SKHY)$ took on July 13, 2026, perfectly captures how intense the AI-driven semiconductor market has become. This wasn't a standard daily drop; it was a multi-layered market event that combined a historic corporate milestone with heavy technical leverage and macroeconomic shocks. 1. Is the Party Over, or Is This a Temporary Correction? Most analysts view this as a violent, technical correction compounded by a "sell the news" reaction, rather than a breakdown in the company's long-term fundamentals. Three factors drove this massive drawdown: The Massive ADR Debut & Technical Arbitrage: SK Hynix pulled off a staggering $26.5 billion U.S. ADR listing on the Nasdaq. The U.S. shares closed up 13% on Friday, July 10. On Monday

First day of school 

Not sure it is  Lets wait and see

SpaceX's recent IPO (NASDAQ: SPCX) was the largest in history, but with a market cap near $2 trillion, its valuation is already demanding perfection for future growth . The investment case hinges on Starlink, its profitable cash cow, funding capital-intensive bets like the Starship rocket and its expanding AI infrastructure business . While Wall Street is largely bullish, many analysts see limited near-term upside and caution that these unproven ventures leave little room for error .

Personally, I think calling the "end of the AI era" is premature. The structural demand for high-performance memory isn't disappearing overnight. However, the days of easy, blind gains are officially gone. This is a brutal but necessary shakeout that will separate the true market leaders from the hype.

Is the party over? No, it just got a lot cheaper to get in. I am treating this steep correction as a major, high-conviction buying opportunity. While the 2x fund lost a third of its value in a single session, the structural thesis for physical memory names remains entirely intact.

$SK hynix(SKHY)$   is a global manufacturer of computer parts. The outlook for so Hynix is positive with further demand for computer parts and record high prices forecast. This stock is forecast to outperform on growth in sales

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Water trying to find its level 

$Micron Technology(MU)$   Hope it will bounce back within this week

SK Hynix is just a breather

AI will return, they need them. Don't see down side, reflect back soonest ~

Following up on my previous article about my outlook for the memory sector in July: Fourth: Being Bullish on SK Hynix Does Not Mean You Should Hold 7709 Indefinitely [You may be able to wait with [$SK Hynix (SKHY)$](https://ttm.financial/S/SKHY) shares—but [$CSOP SK Hynix 2x Long (07709)$](https://ttm.financial/S/07709) may never make it back to its previous high.] This is one of the issues investors most commonly misunderstand. Being bullish on a company and choosing the right instrument to invest in it are two entirely different things. If you own SK Hynix shares, then as long as the company’s profitability and competitive position have not been permanently damaged, you can theoretically wait for the next upcycle. Leveraged products such as 7709 are different. They are subject to daily r

🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling "the top." But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic "sell the news" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne

Before discussing anything else, let me start with a simple question about the memory sector. From their recent highs to where they are now, stocks such as [$SK hynix (SKHY)$](https://ttm.financial/S/SKHY) and [$SanDisk (SNDK)$](https://ttm.financial/S/SNDK) have fallen sharply in less than two weeks. Have HBM orders declined during this period? Have NAND flash and DRAM prices fallen? Clearly, the answer is no. This suggests that the fundamentals have not changed. What we are seeing is simply a short-term leverage unwind. Below is my detailed analysis and personal view based on the available data. First: SK hynix’s fundamentals have not been disproven, but the short-term bottom has not been confirmed SK hynix’s Korean-listed shares plunged by more than 15% at one point today. The KOSPI fel

SK Hynix's Record 15.4% Drop: Is the AI Memory Trade Starting to Crack? $SK hynix(SKHY)$   suffered its worst trading day since its 1996 listing on Monday, plunging 15.4% in its largest one-day decline on record. The broader KOSPI fell 8.95% and triggered a 20-minute trading halt, while Samsung Electronics dropped more than 10%. The scale of the selloff cannot be explained by geopolitics alone. Higher oil prices provided the immediate shock, but the deeper pressure came from profit-taking after SK Hynix's Nasdaq debut, softer earnings upgrades and rising concerns over the sustainability of AI infrastructure financing. Geopolitical Tensions and Oil Shock Renewed US-Iran hostilities pushed Brent crude up more than 4%, reviving concerns ove

The wild ride $SK hynix(SKHY)$ took on July 13, 2026, perfectly captures how intense the AI-driven semiconductor market has become. This wasn't a standard daily drop; it was a multi-layered market event that combined a historic corporate milestone with heavy technical leverage and macroeconomic shocks. 1. Is the Party Over, or Is This a Temporary Correction? Most analysts view this as a violent, technical correction compounded by a "sell the news" reaction, rather than a breakdown in the company's long-term fundamentals. Three factors drove this massive drawdown: The Massive ADR Debut & Technical Arbitrage: SK Hynix pulled off a staggering $26.5 billion U.S. ADR listing on the Nasdaq. The U.S. shares closed up 13% on Friday, July 10. On Monday

PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2

🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling "the top." But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic "sell the news" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne

Following up on my previous article about my outlook for the memory sector in July: Fourth: Being Bullish on SK Hynix Does Not Mean You Should Hold 7709 Indefinitely [You may be able to wait with [$SK Hynix (SKHY)$](https://ttm.financial/S/SKHY) shares—but [$CSOP SK Hynix 2x Long (07709)$](https://ttm.financial/S/07709) may never make it back to its previous high.] This is one of the issues investors most commonly misunderstand. Being bullish on a company and choosing the right instrument to invest in it are two entirely different things. If you own SK Hynix shares, then as long as the company’s profitability and competitive position have not been permanently damaged, you can theoretically wait for the next upcycle. Leveraged products such as 7709 are different. They are subject to daily r

Before discussing anything else, let me start with a simple question about the memory sector. From their recent highs to where they are now, stocks such as [$SK hynix (SKHY)$](https://ttm.financial/S/SKHY) and [$SanDisk (SNDK)$](https://ttm.financial/S/SNDK) have fallen sharply in less than two weeks. Have HBM orders declined during this period? Have NAND flash and DRAM prices fallen? Clearly, the answer is no. This suggests that the fundamentals have not changed. What we are seeing is simply a short-term leverage unwind. Below is my detailed analysis and personal view based on the available data. First: SK hynix’s fundamentals have not been disproven, but the short-term bottom has not been confirmed SK hynix’s Korean-listed shares plunged by more than 15% at one point today. The KOSPI fel

SK Hynix's Record 15.4% Drop: Is the AI Memory Trade Starting to Crack? $SK hynix(SKHY)$   suffered its worst trading day since its 1996 listing on Monday, plunging 15.4% in its largest one-day decline on record. The broader KOSPI fell 8.95% and triggered a 20-minute trading halt, while Samsung Electronics dropped more than 10%. The scale of the selloff cannot be explained by geopolitics alone. Higher oil prices provided the immediate shock, but the deeper pressure came from profit-taking after SK Hynix's Nasdaq debut, softer earnings upgrades and rising concerns over the sustainability of AI infrastructure financing. Geopolitical Tensions and Oil Shock Renewed US-Iran hostilities pushed Brent crude up more than 4%, reviving concerns ove

Oil is back at the center of the market today. According to Reuters, crude prices jumped more than 3% after renewed U.S.-Iran tensions raised concerns over tanker traffic through the Strait of Hormuz. Brent crude traded around $78.48 per barrel, while WTI rose to around $73.76 per barrel. The key issue is not simply higher oil prices. The market is pricing in a renewed geopolitical risk premium. Iran reportedly claimed a temporary closure of the Strait of Hormuz, while President Trump said the strait remained open to commercial traffic. That gap is exactly why markets are nervous: the physical flow may not be fully disrupted yet, but the risk of disruption is back. Why Hormuz matters The Strait of Hormuz is one of the world’s most important energy chokepoints. Any disruption there can quic

$SK hynix(SKHY)$ $NVIDIA(NVDA)$ SK Hynix just delivered a shocking global rout that has the entire memory sector reeling. Shares plunged 15.46% in Seoul trading, the 2x leveraged product cratered over 33%, and US-listed memory plays slid hard in sympathy during pre-market. This comes hot on the heels of peak super-cycle euphoria, forcing investors to confront a painful question: Is the AI-driven memory boom hitting a wall, or is this simply a violent shakeout of overcrowded trades? 📉 What Triggered the Sharp Sell-Off Sudden reversal in sentiment after weeks of explosive gains fueled by HBM demand and NVIDIA tailwinds. Profit-taking and deleveraging hit leveraged products especially hard — the 2x fund's -3

Buy TQQQ now.$ProShares UltraPro QQQ(TQQQ)$  

Down first is good. Watch for it to sky rocket.😊

First day of school 

SpaceX's recent IPO (NASDAQ: SPCX) was the largest in history, but with a market cap near $2 trillion, its valuation is already demanding perfection for future growth . The investment case hinges on Starlink, its profitable cash cow, funding capital-intensive bets like the Starship rocket and its expanding AI infrastructure business . While Wall Street is largely bullish, many analysts see limited near-term upside and caution that these unproven ventures leave little room for error .

Not sure it is  Lets wait and see

Personally, I think calling the "end of the AI era" is premature. The structural demand for high-performance memory isn't disappearing overnight. However, the days of easy, blind gains are officially gone. This is a brutal but necessary shakeout that will separate the true market leaders from the hype.

Is the party over? No, it just got a lot cheaper to get in. I am treating this steep correction as a major, high-conviction buying opportunity. While the 2x fund lost a third of its value in a single session, the structural thesis for physical memory names remains entirely intact.

$SK hynix(SKHY)$   is a global manufacturer of computer parts. The outlook for so Hynix is positive with further demand for computer parts and record high prices forecast. This stock is forecast to outperform on growth in sales

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Water trying to find its level 

$Micron Technology(MU)$   Hope it will bounce back within this week