Corgi SK hynix 2x Daily ETF

- SK Hynix 2Q26

Source: Sravan Kundojjala

Similar spaceX 🚀situation...we have only this pool of investors daily ..it hard to maximise when scattered

So let me get this straight,

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Source: amit

SK Hynix 2Q26 First Take: results disappointed despite an expected sharp memory upcycle. Revenue and GPM both came in below street expectations.

The shortfall mainly stemmed from DRAM, which accounts for over 70% of revenue. DRAM rose 42% QoQ, with shipments up high single digits (~8%) and ASP up ~30% QoQ.

Commodity DRAM prices in Q2 climbed more than 50% QoQ at the market level. SK Hynix’s ASP increase was materially weaker.

This softer ASP reflects a capacity pivot toward HBM. With smaller exposure to commodity DRAM, recent price hikes contributed less than the market had hoped.

The current memory upcycle has been driven by AI capex. With Meta leasing compute, the K3 model in focus, and Anthropic’s ARR growth slowing, investors have started to question the durability of CSP capex, prompting a pullback across the AI pricing chain, including memory.

The market remains divided on the cycle’s path. Some houses expect memory prices to start rolling over in 2H27, while others argue that LTAs signed by memory majors could delay the downcycle.

A slower slope of price gains is now broadly consensus. Street expectations for QoQ price moves in 2026 Q1/Q2/Q3 are roughly 90% → 55% → 15%. From a second-derivative lens, the surge phase has passed.

In sum, the print was weak, and investors do not expect sustainably outsized profits (e.g., 80%+ GPM). More important than this quarter is the trajectory of LTAs and whether they support steady earnings over the next few years.

The -10% after-hours drop directly reflected the miss. The subsequent rebound followed the company’s slide deck first officially confirming that LTAs include prepayments and other financial mechanisms, though no specific amounts were disclosed (Micron has disclosed prepayments and RPO).

The low valuation also embeds concern over future uncertainty. Clearer disclosures on order and price locks under LTAs would be key to restoring confidence in the multiple. For more updates, follow Dolphin Research’s upcoming commentary and Trans.$SK Hynix(SKHY.US)

Kospi index has risen more than double since early 2025 (2399 at start of 2025 and 6023 as of 28 Jul), this is unprecended and an correction is expected.The rise of the index is caused retail investor leveraging on borrowed money which is not healthy. Kospi is very much consists of Skhynix and Samsung which were rocketed with their HBM product. Skhynix hold around 58% and Samsung 40% of market shares. To how low that the Kospi can go is anybody guess now. Currently, Skhynix ADR is cheaper than the IPO price of US$149, it might even get cheaper.$SK Hynix(SKHY.US)$NVIDIA(NVDA.US)$Netflix(NFLX.US)

🚨 Pre-market buzz!

⏰ What’s Happened To Korea’s Market?

South Korea saw a historic sell‑off today( 28 July 2026). The KOSPI plunged -10.84% , its worst single day since March 2026.

Leading the crash: SK Hynix down 14.7% and Samsung Electronics down 14.4%, both posting record one‑day falls.

This sharp drop is driven by three big worries:

Doubts over whether heavy AI spending can keep up, geopolitical tensions and fast‑rising competition from China.

The fall also remind or signals a much more cautious outlook for the whole global memory sector.

Before rushing to “buy the dip,” remember: weakness in these giants may be a warning for memory stocks everywhere.

Key watchpoint: Both companies report earnings this week, their updates will decide if sentiment stabilises or worsens. Trade carefully and do your homework first.

$SK Hynix(SKHY.US)

$XTALPI(02228.HK) The issue I'm most concerned about right now is whether the Korean market will drag the whole world down? Stop messing with SK Hynix and come mess with our big XtalPi instead. 😄

So much happening at the same time. Market will have indigestion and become volatile

I love discounts! Don’t everybody? People rush to buy things (that they can’t even sell back most of the time!) So when there is a discount of the world’s best companies that are valuable and are tradable, what do you do? 😊

This is one of those weeks where staying patient may be the best trade. FOMC, GDP, PCE, and Big Tech earnings all land within days of each other. Volatility can spike in both directions, so I’d rather protect capital than force new positions. Sometimes doing nothing is the smartest move.

For many who hop on to ride the US tech AI driven rally, they felt invincible and kept pushing the expectations higher and higher. Now it seems that "Mr Market" has become a turn coat and the easy money is not to be made at this point in time for their familiar narratives until the Wall Street sets the next narrative they prefer for the run.

Isn’t the roller coaster pretty fun last night, well well, shake the table around isn’t it also an opportunity turning threats back on track, slowly but surely it has no other way but back on track, so stay focused and also wake up to more roller coasters ride as we are gearing towards it🎢🛼

$SK Hynix(SKHY.US)$SK Hynix(SKHY.US)

Yesterday result isn’t today performance.

It will rebound to higher than 170 level in no time.

SO, did I manage to resist myself not to buy more last session, especially am 👀 at MU prices flashing at $854?

Left 4 days to reveal the drying July, what comes down is an opportunity as opening to goes up in multiple sessions!

Just a 5 cts of my morning break thought definitely do not follow me☕️☀️

🌟🌟🌟This week is jammed packed with lots of important events for the markets:

1. Big Tech Earnings: $Microsoft(MSFT.US)reports on Tuesday, $Meta Platforms(META.US)on Wednesday, $Apple(AAPL.US)and $Amazon(AMZN.US)on Thursday. $SK Hynix(SKHY.US)drops its results on Wednesday July 29.

What to watch: Investors are no longer focusing on generic AI hype. They are looking at hard data. I would be watching capital expenditure numbers to see whether Big Tech is successfully monetising their AI investments. A failure to prove high margins will spark an aggressive tech rotation.

2. The FOMC meeting on Wednesday followed by new Fed Chair Kevin Warsh's press conference.

What to watch: While Fed is widely expected to maintain a steady pace, pay close attention to the forward guidance. If Fed signals that interest rate will stay higher for longer due to recent trade tariffs, bond ETFs like $iShares barclays 20+ Yr Treasury Bd(TLT.US)and tech indices like Nasdaq 100 will face immediate downward pressure.

3. The US Q2 GDP Report Card on Thursday.

Consensus points to a stable print between 1.5% to 2.4%. If underlying consumer and business spending remains high, the market will jump.

4. Geopolitical & Energy Pivot

What to watch: Lower oil prices take the inflationary pressure off the consumer. If Iran war escalates, oil will surge past USD 100 a barrel.

Let's hope the market will have lots of good news. If not, then it is a great time for bargain hunting.

This week could set the market’s direction. FOMC, GDP, PCE, and Big Tech earnings will drive sentiment, while SK Hynix offers AI demand clues. Staying patient and focusing on quality names may be the best approach.

I’m leaning toward selectively buying the rebound instead of chasing it aggressively. The pullback in oil is a positive for growth stocks because it eases inflation and rate concerns, but I think this relief rally still needs confirmation from the Fed and this week's Big Tech earnings.

What excites me more is Nvidia's continued commitment to AI infrastructure. Whether it's supporting OpenAI's massive data center financing or investing in NAVER, it reinforces my long-term conviction that AI spending is far from over. That's why I'm still more bullish on semiconductors and AI infrastructure than on short-term market swings.

For me, Microsoft, Meta, Amazon and SK Hynix will be the key reports this week. If they can show that AI investments are translating into stronger revenue and sustainable demand, I'll be comfortable adding to my AI and semiconductor positions. Otherwise, I'll stay patient and wait for better entry points.