⭐️ Community Spotlight | SK Hynix Debuts as Local Blue Chips Hit Highs

📊 This week the community's attention split between the SK Hynix listing and a memory-sector wobble, Singapore's blue-chip strength, and a rotation back into China tech.

💾 SK Hynix — Nasdaq Debut Into a Memory Drawdown

SK Hynix's 10 July Nasdaq listing landed just as memory took its sharpest drawdown of the quarter, and holders split between buying the capex story and stepping back from the tape.

@Captain's Compass   · SK Hynix hits Nasdaq — ADR vs the real stock 

"Same company, two tickers: what the $SK Hynix(SKHY.US) you buy on Nasdaq really is — and why it isn't quite the Hynix trading in Seoul."

@dhighstakes   · Memory capex isn't slowing yet

"Adjacent to the other infrastructure plays like memory is the chips sector. Given Samsung reported over 1000% profit, it just means there is no slowdown in capex yet. Get in while it is still growing!"

@Zanessa   · A boring dividend book that held

"Brutal week for the chip crowd — memory down about 11% in two days. I did nibble a little Micron on Wednesday's dip out of pure FOMO and it is already red 🤡. Catching a falling knife is not investing."

🇸🇬 DBS, UOB & SGX — Local Financials Print Record Highs

Singapore's financials anchored the feed. UOB and SGX both sat at or near records, and the sharper posts asked the same question — how much of the good news is already in the price.

@Maxi   · UOB at an all-time high

"UOB at ATH. Up 17% YTD. Beat estimates. Will it continue the up trend from here on? Depends on US rates towards year end and next year."

@FaithAnchor   · SGX's record half, priced for perfection

"SGX delivered a record H1 FY2026 — revenue up 7.6% to S$695.4 million. But following its strong rally it trades at roughly 31x forward P/E; investors may prefer accumulating on pullbacks rather than chasing momentum."

@TheInvestingIguana   · Auditing DBS's 4.7% headline yield

"DBS just posted a headline dividend yield of 4.70 percent. Strip out the temporary capital return payment sitting inside that number, and what the headline won't tell you starts to show."

Alibaba, BYD & Tencent — China Tech Rotation Gathers Pace

Money rotated back toward China tech, and the community leaned in — on valuation for Alibaba, on delivery momentum for BYD, and on a long-awaited breakout for Tencent.

@Fattycat   · Alibaba is deeply discounted

"Alibaba trades at ~40% discount to Tencent, 60%+ discount to Amazon. Profitable and strong cash flow. Stay convicted and hold to ride the green wave. 😉"

@Fattycat   · BYD's 17-millionth NEV in just 82 days

"On 8 July 2026, BYD officially rolled out its 17-millionth new energy vehicle — just 82 days to climb from 16 million to 17 million units. The share price is too cheap to ignore."

@imJanice   · The cheapest way to own the China EV leader

"BYD popped about +9% Friday on strong June deliveries and it's still the cheapest way to own the China EV leader imo. Tight stop though, China EV can turn fast."

@Maxi   · Waiting for the sleeping giant to wake

"Tencent top 1 turnover with buying interest increasing. It's attempting to break its resistance... hope the next announcement from China will fully wake this sleeping tech giant up soon."

🐶 NVIDIA — Options Income Meets the Structural Bull Case

NVIDIA drew both a how-to and a thesis this week — one member on getting paid to wait, another on why the AI-infrastructure story still has room.

@optionspuppy   · Getting paid to wait on NVIDIA

"How I get paid while waiting to buy NVIDIA at my desired price. Educational purposes only — options involve risk."

@NewUser_tXvx48   · The structural bull case is intact

"Big tech firms plan to spend a staggering $650 billion on data center capex this year, scaling to $1 trillion by 2027. NVIDIA is perfectly positioned... the current consolidation offers a highly compelling entry point."

🚀 SpaceX — Pre-IPO Valuation Under Scrutiny

With SpaceX in the IPO conversation, two members pushed back on the price rather than the story.

@Wisely9   · Too lofty to chase

"Spcx valuation was 100x at 135. Even if it makes into Nasdaq100, its lofty valuation with price above $160 is dangerous to chase. Maybe when it comes down to 75 then can consider to buy."

@dingdongbell   · SpaceX as a liquidity sponge

"Imagine SpaceX as a gargantuan sponge. Liquidity is the water it absorbs... Either it starts generating so much revenue it will not be squeezed, or it will pour when it is squeezed."

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