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

Sky Chia

Rate Of Return

SOXL

Jul 29, 2026 at 04:15 AM

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

Dolphin Research

SK hynix: Memory Rally Over; Are LTAs the Safe Harbor?

SK hynix released its FY26 Q2 results (quarter ended Jun 2026) after the U.S. close, in the morning of Jul 29 (Beijing time). Key takeaways: 1) Core metrics: revenue of KRW 79 tn (+51% QoQ), below consensus (KRW 85 tn).

Growth was driven by both DRAM and NAND, with memory price hikes the largest contributor. GPM was 83%, below street (84–85%)...

SK Hynix (SKHY.O)FY26Q2 Financial Performance (in W bn) Calendar Year 2Q24A 3Q24

SK Hynix DRAM Revenue DRAM Q/Q(%) 70，000 60，000 hinResearch DolphinResearch Dolp

Data Center Total 5 Capex unit：100mn/$ META Alphabet 十 N Microsoft olphinResearc

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