Two Circuit Breakers, Then a Limit-Up: My July Trading Log
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I held a 10M-won SK Hynix position through the KOSPI's worst month on record and its biggest single-day gain. A day-by-day log from July 21 through the August 1 review.
#HBM
5 posts
Memory's Power Reversal: When the AI Cycle Flips Back
HBM swallowed commodity DRAM and flipped memory pricing power for the first time in 30 years. The reversal, chipflation, and the 2028 to 2030 signals.
SK hynix ADR: How High Can the Stock Go?
SK hynix lists a Nasdaq ADR as early as July. Via the TSMC mirror: how high the local shares can run, Korea vs US tax, the Kospi impact, and the real risks.
Memory 4-Way: SK +42% vs Micron +6%, Who Wins?
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Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.
SanDisk Looks 'Expensive' at $1,588 (But Isn't?)
The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.