To The Moon

@TigerOptions and @My_Market_Diary offers complementary views covering macro to micro. I am hard pressed to down select either of them. Of particular, the points on investors now having a direct strategic AI HBM play and the risk of trading ADR premium are my key takeaways. @Soyabean89 are you trading $SK hynix(SKHY)$ ?

I lean closest to @TigerOptions view. $SK hynix(SKHY)$ Nasdaq debut is more than a listing story—it highlights how essential HBM has become to AI infrastructure. As hyperscalers keep expanding AI capacity, demand for high-bandwidth memory should remain strong, making this feel more like a structural trend than a normal memory cycle. I also agree with @My_Market_Diary that sustainability matters. A near-30% first-day jump could easily lead to short-term profit-taking or a narrower ADR premium. That wouldn't change my long-term outl

I believe that this is just a mid term euphoria. Chip makers have historically been a cyclical business and there is no reason why the current AI boom is just another peak. In either late 2026 or 2027, when enough chip manufacturers in China or other countries releases news of coming into the AI feast or another technology reduces the requirement of chips (Quantum or smt), Semiconductors companies will find themselves relying on the previously signed long term contracts and new growth would once again be limited or slower. But meanwhile, a wild ride of Ups and Downs will still happen.

$MU 20261218 270.0 PUT$ all noise. Will continue to sell very safe leap puts to take advantage of the volatility. @My_Market_Diary what’s your take on my strategy?

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 $SK hynix(SKHY)$ made a historic Nasdaq debut this week, with its ADR surging over 27% and pricing at $149 to raise roughly $26.5 billion in one of the largest foreign listings in U.S. market history. The move instantly ignited debate across the community: is this a genuine inflection for the memory super-cycle, or just a short-term squeeze fueled by listing-day euphoria? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @EstherLearningTrades, @TigerOptions

The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ . Overnight, SK Hynix (ADR) $SK hynix(SKHY)$ shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, $SanDisk Corp.(SNDK)$ was up over 5%, $Micron Technology(MU)$ , $Intel(INTC)$

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 $SK hynix(SKHY)$ made a historic Nasdaq debut this week, with its ADR surging over 27% and pricing at $149 to raise roughly $26.5 billion in one of the largest foreign listings in U.S. market history. The move instantly ignited debate across the community: is this a genuine inflection for the memory super-cycle, or just a short-term squeeze fueled by listing-day euphoria? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @EstherLearningTrades, @TigerOptions

The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ . Overnight, SK Hynix (ADR) $SK hynix(SKHY)$ shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, $SanDisk Corp.(SNDK)$ was up over 5%, $Micron Technology(MU)$ , $Intel(INTC)$

@TigerOptions and @My_Market_Diary offers complementary views covering macro to micro. I am hard pressed to down select either of them. Of particular, the points on investors now having a direct strategic AI HBM play and the risk of trading ADR premium are my key takeaways. @Soyabean89 are you trading $SK hynix(SKHY)$ ?

I lean closest to @TigerOptions view. $SK hynix(SKHY)$ Nasdaq debut is more than a listing story—it highlights how essential HBM has become to AI infrastructure. As hyperscalers keep expanding AI capacity, demand for high-bandwidth memory should remain strong, making this feel more like a structural trend than a normal memory cycle. I also agree with @My_Market_Diary that sustainability matters. A near-30% first-day jump could easily lead to short-term profit-taking or a narrower ADR premium. That wouldn't change my long-term outl

I believe that this is just a mid term euphoria. Chip makers have historically been a cyclical business and there is no reason why the current AI boom is just another peak. In either late 2026 or 2027, when enough chip manufacturers in China or other countries releases news of coming into the AI feast or another technology reduces the requirement of chips (Quantum or smt), Semiconductors companies will find themselves relying on the previously signed long term contracts and new growth would once again be limited or slower. But meanwhile, a wild ride of Ups and Downs will still happen.

$MU 20261218 270.0 PUT$ all noise. Will continue to sell very safe leap puts to take advantage of the volatility. @My_Market_Diary what’s your take on my strategy?