Direxion Daily SK Hynix Bull 2X ETF

The CPI index went down but it might be temporal. China market also down might mean continue deflation in China and push prices of things down, keeping cpi down

US July PPI rose 4.7% year-over-year, falling below market expectations and slowing from June's 5.5%, while Core PPI declined to 4.2%. Combined with softening CPI data, the reports indicate cooling production-side and consumer inflationary pressures, largely driven by dropping energy and food prices. This lower than expected inflation data relieved market concerns regarding reaccelerating inflation and reduced near term Fed rate hike pressures.

The CPI came in as expected and some say milder. So that is a good thing for inflation I guess. The markets had a good lift out of it.

Hahaha My local semiconductor-related stocks are up again. The AI infrastructure story is real but the market is made up of investors who vacillate and those out for quick profits. Long term investors should do thorough research so that they can have the conviction.

AI related stocks having a good time with their earnings and stock prices. Unstoppable currently. But still a downside risk given how volatile they are and whether Fed will hike rate or not..

sg banks stocks are having a little pullback, but nothing major yet. little is going on with the war in the middle east, yet oil prices are moving around from baseless sentiments.

Well inflation turns out benign after all and puts less pressure on the Fed to hike. Honestly don’t care much about the yields and don’t think the US will sacrifice the stock market for that. If need to, they will do yield curve control. IMHO, they are going to devalue the dollar.

Seen to me that the renewed appetite for the US AI trade canibalises the SG stocks that are roped for picking, e.g. the banks stocks.

The market has been hesitant to break 8000 while it has shown signs of weakness and dipping to pullback mode. Expect big moves soon so take caution when investing. DCA if you really like to get into the stocks long term(5-10 years). Do not go all in when the market is uncertain yet greedy.

📌On a whole, most stocks rebounded after the CPI breakout at 3.4% annually in particular to SKHY ever since it was launched and CoreWeave vs Big tech. SPCX finally rebounded to touch high of US150. MSFT goes bit downward. Intel is rebounding back after a long haul. USD20 Bn is worth trying. Hope this continue later last session for the soft week !🤺🇺🇸🇰🇷🏆🆙✅🚀💪☕️

$XL2CSOPHYNIX(07709.HK) have thought it through, the plan is to clear position 7709 and use the profits to buy Leaps Calls on $SK Hynix(SKHY.US), which might better align with my current view on this stock.

While price targets are being cut, the South Korean chipmakers rebounded after July’s rout, with Samsung and SK Hynix surging over 8% on Temasek investment reports, shareholder-return expectations, and foreign fund inflows boosting Kospi sentiment and valuations.

Lumentum jumped nearly 9% and Coherent more than 5% pre-market, making optical networking the strongest setup before tonight’s catalysts.

First, U.S. CPI will reset technology valuations; then Coherent’s after-hours earnings will test AI-interconnect demand. Overnight, memory stocks rose despite sharp broker target cuts, suggesting supplier pricing power remains intact.

Related stocks: $Lumentum(LITE.US)$Coherent Corp.(COHR.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)

$SK Hynix(SKHY.US)

📌Rallied of late as 🇸🇬 monies coming in via Temasek whom eyes direct investment, boosting confidence in undervalued AI memory demand. Valuation remain attractive, but volatitity and regulatory uncertainty pose risks. Risk mitigation as per stop losses to guard against sharp swings, while viewing Temasek’s interest as a signal of institutional faith in South Korea’s semiconductor cycle. 🇰🇷✅

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $SK Hynix(SKHY.US) SK Hynix to Boost China NAND Capacity About 50% as Dalian Phase II Restarts

Nomura: DRAM/NAND Wafer Capacity

$XL2CSOPHYNIX(07709.HK) is still slightly losing money. I feel there's some hope for next week, probably because dividends are about to be paid.

SK Hynix ripped in Seoul on the shareholder return story, outpacing Samsung, and management is saying they will meaningfully expand capital returns with a concrete plan by year end. the quiet period ending on the 4th was the unlock for that. memory finally starting to hand cash back instead of just announcing capacity 🏦