To The Moon

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.

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

SK Hynix Hits Wall Street: Real Value or AI Bubble? 🌟🌟🌟 The world's top AI memory chipmaker SK Hynix is coming to the US stock market on 10 July 2026 under the ticker $SK hynix(SKHY)$ .  The company is launching a massive USD 29.4 billion American Depository Receipt (ADR) listing on the Nasdaq, making it one of the largest capital raises in financial history. As the undisputed king of High Bandwidth Memory or HBM, SK Hynix controls 58% of the global market.   It is the vital engine powering $NVIDIA(NVDA)$  AI hardware.  But with tech stocks soaring, investors face a critical question: Is this an overhyped AI bubble, or a permanent shift in what

🌟🌟🌟When SK Hynix $SK hynix(SKHY)$ steps onto Nasdaq this July, it is not the shy, polite listing of a newcomer.  It is the global memory king planting its flag in the world's most watched arena - the US. Bullish or Bearish? Bullish feels like the default setting .  Not because of hype but because of momentum.  Every AI server, every LLM cluster, every hyperscaler expansion needs memory chips.  SK Hynix is currently the undisputed leader in High Bandwidth Memory (HBM) with 58% of the market share while $Micron Technology(MU)$ & Samsung are tied for 2nd place at 21% each. SK Hynix has its commanding lead by virtue of its first mover advantage.  Its proprietary Advanced MR-MUF p

bullish

bullish. at first, everyone bullish.

One headline. That's all it took to reprice the entire AI infrastructure complex. $美光科技(MU)$ $Meta Platforms, Inc.(META)$ Reports that Meta is preparing to commercialize its excess AI compute capacity through a cloud offering immediately reshaped sentiment across the sector. To be clear: Meta isn't selling GPUs. It's monetizing compute services built on infrastructure it already owns — a capital efficiency play, not a capacity retreat. The market didn't see it that way. AI cloud providers including CoreWeave sold off sharply. Memory stocks followed. The logic was simple and fast: if hyperscalers can squeeze more utilization out of existing GPU clusters, maybe they don't need to keep expanding. And if GPU pr

I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional inves

SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.  $SK hynix(SKHY)$ SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM mark

Multiple City Governments Propose Direct Follow-Up Partnership Discussions $One and one Green(YDDL)$ today announced that the Company was the sole enterprise invited to present at the Provincial Solid Waste Management Board’s Second Quarter 2026 Meeting, an official government environmental conference held on June 23, 2026 in Sta. Cruz, Laguna, and attended by approximately 60 provincial and municipal environmental protection officials from across the Philippines. Image (from left to right): One and One Chief Operating Officer and Director, Mr. Huajun Yan;  the formal presentation from Yoda Metal and Crafts Trading and Services Corp., the operating subsidiary of One and One Green Technologies. One and One delivered a formal presentation to th

SK Hynix Hits Wall Street: Real Value or AI Bubble? 🌟🌟🌟 The world's top AI memory chipmaker SK Hynix is coming to the US stock market on 10 July 2026 under the ticker $SK hynix(SKHY)$ .  The company is launching a massive USD 29.4 billion American Depository Receipt (ADR) listing on the Nasdaq, making it one of the largest capital raises in financial history. As the undisputed king of High Bandwidth Memory or HBM, SK Hynix controls 58% of the global market.   It is the vital engine powering $NVIDIA(NVDA)$  AI hardware.  But with tech stocks soaring, investors face a critical question: Is this an overhyped AI bubble, or a permanent shift in what

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

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

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 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

One headline. That's all it took to reprice the entire AI infrastructure complex. $美光科技(MU)$ $Meta Platforms, Inc.(META)$ Reports that Meta is preparing to commercialize its excess AI compute capacity through a cloud offering immediately reshaped sentiment across the sector. To be clear: Meta isn't selling GPUs. It's monetizing compute services built on infrastructure it already owns — a capital efficiency play, not a capacity retreat. The market didn't see it that way. AI cloud providers including CoreWeave sold off sharply. Memory stocks followed. The logic was simple and fast: if hyperscalers can squeeze more utilization out of existing GPU clusters, maybe they don't need to keep expanding. And if GPU pr

🌟🌟🌟When SK Hynix $SK hynix(SKHY)$ steps onto Nasdaq this July, it is not the shy, polite listing of a newcomer.  It is the global memory king planting its flag in the world's most watched arena - the US. Bullish or Bearish? Bullish feels like the default setting .  Not because of hype but because of momentum.  Every AI server, every LLM cluster, every hyperscaler expansion needs memory chips.  SK Hynix is currently the undisputed leader in High Bandwidth Memory (HBM) with 58% of the market share while $Micron Technology(MU)$ & Samsung are tied for 2nd place at 21% each. SK Hynix has its commanding lead by virtue of its first mover advantage.  Its proprietary Advanced MR-MUF p

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.

SK Hynix may be one of the biggest AI memory IPO stories of the year. SK Hynix, the world’s second largest memory chipmaker, plans to raise around $29 billion on the Nasdaq by issuing American depositary receipts (ADRs), according to the firm’s regulatory filing. The company plans to issue 17.79 million new shares at a value of 45.45 trillion won ($29.65 billion).SK Hynix said it expects to start trading on July 10, but added that the dates were tentative and subject to change.  $SK hynix(SKHY)$ SK Hynix is one of the biggest winners from the AI boom, thanks to its leading position in high-bandwidth memory, or HBM, which is widely used in AI servers. Counterpoint Research estimates that SK Hynix holds about 60% of the HBM mark

Multiple City Governments Propose Direct Follow-Up Partnership Discussions $One and one Green(YDDL)$ today announced that the Company was the sole enterprise invited to present at the Provincial Solid Waste Management Board’s Second Quarter 2026 Meeting, an official government environmental conference held on June 23, 2026 in Sta. Cruz, Laguna, and attended by approximately 60 provincial and municipal environmental protection officials from across the Philippines. Image (from left to right): One and One Chief Operating Officer and Director, Mr. Huajun Yan;  the formal presentation from Yoda Metal and Crafts Trading and Services Corp., the operating subsidiary of One and One Green Technologies. One and One delivered a formal presentation to th

bullish

I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional inves

bullish. at first, everyone bullish.