As SK hynix approaches its July 10 listing event, investors are increasingly asking the same question: Will additional shares entering the market create selling pressure across the memory sector? That concern is understandable. But I believe the market may be focusing on the wrong variable. The long-term direction of memory stocks has never been determined by a listing event alone. It has always been driven by the industry's earnings cycle. Over the past two years, artificial intelligence has fundamentally reshaped the memory market. HBM demand continues to outpace supply. DDR5 adoption is accelerating. Enterprise SSD demand continues to grow alongside AI infrastructure spending. Those structural trends remain far more important than a single capital markets event. Many investors instincti

was good a week ago now the bear is coming from out of his cave and scared away any bull in the vicinity

I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI

bullish

bullish, Korean work culture is good🙏

I would said bullish more than bearish. Looking on today world, anything and everything that we do… like it or not we cannot escape from AI. In another words, anything that related to AI the market is there just the matter of how far it can goes. Data already shown us that companies that involved in AI, shares has been up drastically for the past 1-3 month.

Super Bullish on $SK hynix(SKHY)$. SK Hynix is the world’s second largest memory chipmaker. It maintains its leading position as a key supplier in Aau supply chain. Thanks @TigerEvents @1PC @icycrystal @Mrzorro @Shyon @koolgal

The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong.  If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust

AI stocks were in focus on Wednesday (1 July), as $Meta Platforms, Inc.(META)$ jumped 8.8% following reports that the company is planning to launch a cloud infrastructure business to sell AI computing power and model access to external customers. The move drove the Meta 3x Long DLC up by more than 26%, while the Meta 3x Short DLC declined by a similar magnitude. $Palantir Technologies Inc.(PLTR)$ also gained 7.77% after announcing its partnership with $NVIDIA(NVDA)$ on Sovereign AI, lifting the Palantir 3x Long DLC up by more than 23%, while the Palantir 3x Short DLC fell by a similar magnitude. In contrast, $Micron Technology

SK Hynix listing on Nasdaq viewed as bullish long term catalyst to diversify investor base but likely near term risks on bearish pressure with high volatility.

Bullish on SK Hynix. During an arms race, the biggest winners are often the companies selling equipment to every side. AI companies are competing aggressively, but all of them need better chips and better memory. Whether the future belongs to one AI giant or ten competing ecosystems, advanced memory suppliers could continue benefiting from the race itself. @deal2deal

Bearish in the short term. I respect the business and the technology leadership, but I worry that investors are confusing quality with valuation. Expectations are sky high and the ADR listing may create peak optimism. Sometimes the best investment opportunities appear not when everyone is excited, but when great companies temporarily fall out of favor. @onlyYou

Investors often group all memory companies together because history tells us memory is cyclical and commoditized. But AI may be creating a new category within memory itself. HBM is not standard DRAM competing purely on price. It requires advanced packaging, manufacturing expertise and years of customer qualification. Those barriers create a moat that many investors may be underestimating. The market once valued cloud companies differently from traditional software companies because their economics were different. Perhaps AI memory leaders deserve a different valuation framework from traditional memory businesses as well. Bullish on SK Hynix.

Bullish on SK Hynix. The AI conversation has been dominated by compute, but compute without memory is like a sports car stuck in traffic. Every new generation of AI models requires more parameters, larger datasets and faster inference speeds, all of which increase demand for advanced memory solutions. If GPUs are the brains of AI systems, HBM is the nervous system connecting everything together. Investors underestimated GPUs before, and I believe many are underestimating memory today. The ADR listing could be a turning point because it introduces SK Hynix to a much broader investor audience. The question is no longer whether AI needs more memory, but whether suppliers can produce enough of it fast enough. @deal2deal

Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. I would love to own the company, but I would prefer to buy fear rather than excitement.

Bullish based on The AI gold rush analogy. During every gold rush, most miners fail, but the businesses selling picks and shovels often make fortunes. Today, AI applications are the miners. Some will dominate, some will disappear, but almost all of them need compute, networking and memory. Investors spent the last two years chasing GPUs because they were the obvious winner. The next bottleneck may be memory bandwidth, and bottlenecks usually create pricing power. What excites me most is that SK Hynix is not simply participating in AI growth; it is enabling it. The ADR listing may increase liquidity, institutional ownership and analyst coverage among U.S. investors who previously overlooked the company. My biggest concern is not competition but whether AI infrastructure spending eventually

Bullish on SK Hynix. HMB is becoming what GPUs were in 2023. A few years ago, many investors thought GPUs were just another semiconductor segment. AI changed that perception completely. HBM may be going through a similar transformation today. Training larger models and running inference at scale require enormous memory bandwidth, and that makes HBM less of a commodity and more of a strategic technology. The company that controls the bottleneck often captures the profits, and right now SK Hynix appears to hold the strongest position. The ADR listing is important because it allows global investors easier access to a company that many previously could only buy through Korean markets or ETFs. Yes, valuation risk exists, and yes, memory remains cyclical, but if AI infrastructure spending remain