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DD-滴滴
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It's already 2026 now, yet many people still have no idea about the progress of the RWA crypto market. They don’t know where perps are being “printed” and where you can buy them; they don’t even know how to buy heavily before the pre-IPO—let alone things like behavioral finance, etc.
All of it is compiled into <Encryption Newcomers’ First Lesson>
Send/Link, https://cryptofirstclass.notion.site/
All of it is compiled into <Encryption Newcomers’ First Lesson>
Send/Link, https://cryptofirstclass.notion.site/
PINNED
A New Option for Pre-IPO
Many people ask me:
Where exactly can I go to buy before it lists with $SPCX ?
The answer is: StableStock
(To get a discount, enter DDD66 when registering.)
StableStock is an on-chain investment platform backed by Binance Investments, focused on global stocks and Pre-IPO assets.
But honestly, being able to buy SPCX is only one of the reasons I use StableStock.
The real reasons that keep me on this platform are two things:
1. Liquidity (depth)
If you’ve truly used StableStock, you’ll notice that compared with many CEXs, the spread is hardly noticeable.
The larger the order, the worse the slippage becomes, and the actual cost you end up paying is often far higher than the number you see on the screen.
But StableStock’s liquidity is genuinely good.
Even if an order reaches several hundred thousand USDT, it can be directly filled without you needing to repeatedly split orders just to avoid slippage.
2. Breadth of offerings
Another thing I really like about StableStock is how fast it rolls out new listings.
Friends who know me well know that I personally like researching mid-cap and growth stocks—not just trading a few large tech companies forever.
The problem is that for many traditional brokerages or crypto stock platforms, the listing speed is simply too slow.
Every time they recommend adding a new batch of stocks, it often takes 4 to 10 days, or even longer.
But the market for growth stocks doesn’t wait in place while the platform finishes listing.
More often than not, by the time you finally can trade, the most valuable part of that move has already passed.
Also, many platforms currently only have around two or three hundred stock options.
StableStock is different.
Because they originally cover the stock category as their core focus, already reaching roughly 700 to 800 tiers.
Even more importantly, their listing speed is very fast.
For many assets that already exist on IBKR, StableStock can list them within a short time—rather than making users wait one or two weeks.
Also
There’s leverage
The advantage of leverage is that unlike contracts where long/short trading requires fees.
Intra-day leverage is zero-interest. If you need it, you can DM me—I can tell you that they currently only offer it to whitelist users.
And later, some more Pre-IPO offerings as well.
Official link: https://app.stablestock.finance/?join=DDD66
Many people ask me:
Where exactly can I go to buy before it lists with $SPCX ?
The answer is: StableStock
(To get a discount, enter DDD66 when registering.)
StableStock is an on-chain investment platform backed by Binance Investments, focused on global stocks and Pre-IPO assets.
But honestly, being able to buy SPCX is only one of the reasons I use StableStock.
The real reasons that keep me on this platform are two things:
1. Liquidity (depth)
If you’ve truly used StableStock, you’ll notice that compared with many CEXs, the spread is hardly noticeable.
The larger the order, the worse the slippage becomes, and the actual cost you end up paying is often far higher than the number you see on the screen.
But StableStock’s liquidity is genuinely good.
Even if an order reaches several hundred thousand USDT, it can be directly filled without you needing to repeatedly split orders just to avoid slippage.
2. Breadth of offerings
Another thing I really like about StableStock is how fast it rolls out new listings.
Friends who know me well know that I personally like researching mid-cap and growth stocks—not just trading a few large tech companies forever.
The problem is that for many traditional brokerages or crypto stock platforms, the listing speed is simply too slow.
Every time they recommend adding a new batch of stocks, it often takes 4 to 10 days, or even longer.
But the market for growth stocks doesn’t wait in place while the platform finishes listing.
More often than not, by the time you finally can trade, the most valuable part of that move has already passed.
Also, many platforms currently only have around two or three hundred stock options.
StableStock is different.
Because they originally cover the stock category as their core focus, already reaching roughly 700 to 800 tiers.
Even more importantly, their listing speed is very fast.
For many assets that already exist on IBKR, StableStock can list them within a short time—rather than making users wait one or two weeks.
Also
There’s leverage
The advantage of leverage is that unlike contracts where long/short trading requires fees.
Intra-day leverage is zero-interest. If you need it, you can DM me—I can tell you that they currently only offer it to whitelist users.
And later, some more Pre-IPO offerings as well.
Official link: https://app.stablestock.finance/?join=DDD66
SPCX-0.81%
SPCXUS-1.28%
Verified
Is opening a traditional Hong Kong/US stock account too troublesome? A complete Stablestock guide & tutorial
1. Why do you need Stablestock?
The drawbacks of traditional Hong Kong/US stock trading For many investors—especially users in Asia and emerging markets—trading stocks in Hong Kong and the US through traditional channels comes with many pain points and inconveniences:
High account opening threshold: You need to open an account through an overseas broker (e.g., Interactive Brokers, Firstrade, etc.). KYC review is strict and often requires proof of address and tax forms (W-8BEN). The process is tedious and time-consuming.
Cumbersome deposits and FX conversions: You must transfer USD/HKD via bank wire or a third-party platform. Fees are high,到账 is slow, and you also bear the risk of FX rate fluctuations. Crypto holders additionally need extra on-ramp/off-ramp steps.
Limited trading hours: US stocks are only available from 9:30–16:00 (ET). Hong Kong stocks also have fixed trading sessions. You can’t trade 24/7 whenever you want, so you may miss opportunities from after-hours trading or global events.
High costs and financing expenses: Commissions, platform fees, and financing interest add up quickly—especially if you use leverage or trade frequently. Overnight interest pressure can be significant.
Poor liquidity and poor integration: Stock positions can’t be easily used in DeFi ecosystems for yield, staking, or seamless integration with stablecoins. Capital efficiency is low.
These limitations cause many investors who want to allocate to high-quality global assets (especially Hong Kong/US stocks) to hesitate. Stablestock was created exactly in this context—it lets users trade real Hong Kong/US stocks directly using stablecoins (USDT/USDC, etc.), fully addressing the pain points of traditional routes.
2. Stablestock’s team background, funding endorsements, and zero-fee leverage
Stablestock (full name: StableStock) is an on-chain stock liquidity platform focused on TraDeFi (TradFi + DeFi). Its core is to tokenize real Hong Kong/US stocks 1:1 into sStock (e.g., sAAPL, sTSLA). Licensed brokers custody the real shares. The tokenization is verifiable on-chain, and it also supports direct settlement with stablecoins. The team has a strong background:
CEO Zixi Zhu (朱子曦): Graduated from Nanyang Technological University in Singapore. Previously served as Head of Crypto Investments at Matrix Partners, with extensive experience in both TradFi and crypto investing. He is also a co-founder of 10K Ventures.
COO Zac lar (Zac Lary): Co-built the platform with the CEO. The team has deep experience and accumulation in traditional finance and blockchain.
1. Why do you need Stablestock?
The drawbacks of traditional Hong Kong/US stock trading For many investors—especially users in Asia and emerging markets—trading stocks in Hong Kong and the US through traditional channels comes with many pain points and inconveniences:
High account opening threshold: You need to open an account through an overseas broker (e.g., Interactive Brokers, Firstrade, etc.). KYC review is strict and often requires proof of address and tax forms (W-8BEN). The process is tedious and time-consuming.
Cumbersome deposits and FX conversions: You must transfer USD/HKD via bank wire or a third-party platform. Fees are high,到账 is slow, and you also bear the risk of FX rate fluctuations. Crypto holders additionally need extra on-ramp/off-ramp steps.
Limited trading hours: US stocks are only available from 9:30–16:00 (ET). Hong Kong stocks also have fixed trading sessions. You can’t trade 24/7 whenever you want, so you may miss opportunities from after-hours trading or global events.
High costs and financing expenses: Commissions, platform fees, and financing interest add up quickly—especially if you use leverage or trade frequently. Overnight interest pressure can be significant.
Poor liquidity and poor integration: Stock positions can’t be easily used in DeFi ecosystems for yield, staking, or seamless integration with stablecoins. Capital efficiency is low.
These limitations cause many investors who want to allocate to high-quality global assets (especially Hong Kong/US stocks) to hesitate. Stablestock was created exactly in this context—it lets users trade real Hong Kong/US stocks directly using stablecoins (USDT/USDC, etc.), fully addressing the pain points of traditional routes.
2. Stablestock’s team background, funding endorsements, and zero-fee leverage
Stablestock (full name: StableStock) is an on-chain stock liquidity platform focused on TraDeFi (TradFi + DeFi). Its core is to tokenize real Hong Kong/US stocks 1:1 into sStock (e.g., sAAPL, sTSLA). Licensed brokers custody the real shares. The tokenization is verifiable on-chain, and it also supports direct settlement with stablecoins. The team has a strong background:
CEO Zixi Zhu (朱子曦): Graduated from Nanyang Technological University in Singapore. Previously served as Head of Crypto Investments at Matrix Partners, with extensive experience in both TradFi and crypto investing. He is also a co-founder of 10K Ventures.
COO Zac lar (Zac Lary): Co-built the platform with the CEO. The team has deep experience and accumulation in traditional finance and blockchain.
US Stock Daily Report (July 13, 2026)
Geopolitical risk pushes up oil prices; the technology sector faced pressure, but the overall market edged higher. Apple hit a new high against the trend.
Key U.S. Stock Highlights
1. PATH (UiPath)
UiPath is a leading global AI robotic process automation (RPA) platform. Recently, driven by continued expansion in demand for AI applications, the market has placed it on a high-trading-volume mid-cap stock watchlist.
2. AAOI (Applied Optoelectronics)
AAOI focuses on optical communication components. It mainly supplies high-speed optical modules required by data centers and AI servers, making it a mid-cap growth stock in the AI infrastructure supply chain.
3. AAPL (Apple) — Popular blue-chip stock
Apple is the most influential technology company globally, with a stable product ecosystem and services business. Last night, AAPL hit a new all-time high against the trend, becoming one of the market’s biggest bright spots.
......................................................................
StableStock is an on-chain stock liquidity platform specializing in TraDeFi (TradFi + DeFi). Its core business is to tokenize real Hong Kong and U.S. stocks 1:1 into sStock (e.g., sAAPL, sTSLA).
The platform partners with licensed brokerages. Brokerages actually custody the underlying physical stocks, while on-chain tokens can be publicly verified. At the same time, it supports stablecoin direct settlement, delivering a closed-loop experience of using stablecoins to buy real stocks.
Team Background
CEO Zixi Zhu (朱子曦): Graduated from Nanyang Technological University in Singapore; previously served as Head of Crypto Investments at Matrix Partners.
COO Zac Lary (Zac Lar): Co-built the platform’s core architecture with the CEO.
The team has deep expertise across traditional financial infrastructure and blockchain technology.
Funding and Endorsements
In 2025, the company completed seed funding, incubated and led by YZi Labs (formerly Binance Labs). Investments also included top institutions such as MPCi (Matrix Partners USD Fund) and Vertex Ventures (Temasek-linked). The company has currently received support from multiple world-class investors and strategic partners.
Core Product Advantages
Supports spot trading with up to approximately 10x leverage
Open and close positions intraday with zero interest
Competitive overall trading fees (use the official invite code DDD66 to register for an additional discount)
Idle sStock can be staked via StableVault to earn yield, achieving the dual benefits of “holding shares + DeFi returns”
Official portal, https://app.stablestock.finance/?join=DDD66
Geopolitical risk pushes up oil prices; the technology sector faced pressure, but the overall market edged higher. Apple hit a new high against the trend.
Key U.S. Stock Highlights
1. PATH (UiPath)
UiPath is a leading global AI robotic process automation (RPA) platform. Recently, driven by continued expansion in demand for AI applications, the market has placed it on a high-trading-volume mid-cap stock watchlist.
2. AAOI (Applied Optoelectronics)
AAOI focuses on optical communication components. It mainly supplies high-speed optical modules required by data centers and AI servers, making it a mid-cap growth stock in the AI infrastructure supply chain.
3. AAPL (Apple) — Popular blue-chip stock
Apple is the most influential technology company globally, with a stable product ecosystem and services business. Last night, AAPL hit a new all-time high against the trend, becoming one of the market’s biggest bright spots.
......................................................................
StableStock is an on-chain stock liquidity platform specializing in TraDeFi (TradFi + DeFi). Its core business is to tokenize real Hong Kong and U.S. stocks 1:1 into sStock (e.g., sAAPL, sTSLA).
The platform partners with licensed brokerages. Brokerages actually custody the underlying physical stocks, while on-chain tokens can be publicly verified. At the same time, it supports stablecoin direct settlement, delivering a closed-loop experience of using stablecoins to buy real stocks.
Team Background
CEO Zixi Zhu (朱子曦): Graduated from Nanyang Technological University in Singapore; previously served as Head of Crypto Investments at Matrix Partners.
COO Zac Lary (Zac Lar): Co-built the platform’s core architecture with the CEO.
The team has deep expertise across traditional financial infrastructure and blockchain technology.
Funding and Endorsements
In 2025, the company completed seed funding, incubated and led by YZi Labs (formerly Binance Labs). Investments also included top institutions such as MPCi (Matrix Partners USD Fund) and Vertex Ventures (Temasek-linked). The company has currently received support from multiple world-class investors and strategic partners.
Core Product Advantages
Supports spot trading with up to approximately 10x leverage
Open and close positions intraday with zero interest
Competitive overall trading fees (use the official invite code DDD66 to register for an additional discount)
Idle sStock can be staked via StableVault to earn yield, achieving the dual benefits of “holding shares + DeFi returns”
Official portal, https://app.stablestock.finance/?join=DDD66
Verified
HK Stock Weekly｜Technology Stocks Rebound Strongly, Hang Seng Index Logs Its Best Single-Week Performance in Nearly Eight Months
I. Review of Last Week’s Hong Kong Stock Market Performance
Last week, Hong Kong stocks saw a long-awaited strong rebound. The Hang Seng Index rose by a cumulative roughly 800 to 900 points for the week, an increase of over 3.5%, recording its best weekly performance in nearly eight months. The Hang Seng Tech Index performed even better, with a cumulative gain of about 8% for the week.
II. Technology Stocks Become the Main Theme of the Rebound
The standout market theme last week was that investors once again turned their attention back to Chinese internet platforms and AI commercialization concepts.
Alibaba (9988) became the core outperformer of this rebound, surging more than 12% at one point in a single day, marking its largest single-day gain since September 2025. The market mainly focused on Alibaba’s integration progress across products such as AI Agents, enterprise services, and QoderWork.
Kuaishou (1024) saw a single-day gain that briefly approached 8% to 9%. Xiaomi (1810), Meituan (3690), and Tencent Holdings (700) also followed the market recovery.
Next week, you can重点 watch three main storylines:
First, whether internet leaders can sustain their strength.
Alibaba, Tencent, Meituan, and Kuaishou remain key indicators for the technology sector. If positive news continues to emerge around AI commercialization, cloud computing orders, or platform business developments, capital may keep concentrating on large internet enterprises.
Second, whether stocks facing lock-up expiries remain under pressure.
Some new AI and semiconductor-related stocks are still in a sensitive period for lock-up expiries and placements. Even if the industrial outlook is favorable, the short-term concentration of supply release may still weigh on share price performance.
Third, whether capital rotates into high-dividend sectors.
If technology stocks enter a period of consolidation, defensive choices such as banks, insurers, telecom, utilities, and energy-related high-dividend assets may once again attract capital.
˚₊‧꒰ა ✦ ໒꒱ ‧₊˚
Trade US and HK stocks with stablecoins: StableStock
Compared with traditional brokerages, StableStock’s notable features include:
Supports trading with stablecoins such as USDT;
Covers a variety of assets including US and Hong Kong stocks;
Offers more flexible trading hours;
Suitable for users who have long used on-chain wallets and stablecoins;
Plans to further expand coverage of assets related to Japan, South Korea, and Taiwan.
During registration, you can enter the official top-tier invite code: DDD66
Official portal, https://app.stablestock.finance/?join=DDD66
I. Review of Last Week’s Hong Kong Stock Market Performance
Last week, Hong Kong stocks saw a long-awaited strong rebound. The Hang Seng Index rose by a cumulative roughly 800 to 900 points for the week, an increase of over 3.5%, recording its best weekly performance in nearly eight months. The Hang Seng Tech Index performed even better, with a cumulative gain of about 8% for the week.
II. Technology Stocks Become the Main Theme of the Rebound
The standout market theme last week was that investors once again turned their attention back to Chinese internet platforms and AI commercialization concepts.
Alibaba (9988) became the core outperformer of this rebound, surging more than 12% at one point in a single day, marking its largest single-day gain since September 2025. The market mainly focused on Alibaba’s integration progress across products such as AI Agents, enterprise services, and QoderWork.
Kuaishou (1024) saw a single-day gain that briefly approached 8% to 9%. Xiaomi (1810), Meituan (3690), and Tencent Holdings (700) also followed the market recovery.
Next week, you can重点 watch three main storylines:
First, whether internet leaders can sustain their strength.
Alibaba, Tencent, Meituan, and Kuaishou remain key indicators for the technology sector. If positive news continues to emerge around AI commercialization, cloud computing orders, or platform business developments, capital may keep concentrating on large internet enterprises.
Second, whether stocks facing lock-up expiries remain under pressure.
Some new AI and semiconductor-related stocks are still in a sensitive period for lock-up expiries and placements. Even if the industrial outlook is favorable, the short-term concentration of supply release may still weigh on share price performance.
Third, whether capital rotates into high-dividend sectors.
If technology stocks enter a period of consolidation, defensive choices such as banks, insurers, telecom, utilities, and energy-related high-dividend assets may once again attract capital.
˚₊‧꒰ა ✦ ໒꒱ ‧₊˚
Trade US and HK stocks with stablecoins: StableStock
Compared with traditional brokerages, StableStock’s notable features include:
Supports trading with stablecoins such as USDT;
Covers a variety of assets including US and Hong Kong stocks;
Offers more flexible trading hours;
Suitable for users who have long used on-chain wallets and stablecoins;
Plans to further expand coverage of assets related to Japan, South Korea, and Taiwan.
During registration, you can enter the official top-tier invite code: DDD66
Official portal, https://app.stablestock.finance/?join=DDD66
Thanks to the little assistant for helping record the video; we hope the little assistant’s introduction can help everyone understand better.
Many people know about IPOs, but the stage that can deliver astonishing returns of tens or even hundreds of times usually happens before a company officially goes public—that is, the Pre-IPO phase.
In the past, opportunities to obtain equity before a company was listed were almost monopolized by venture capital funds and high-net-worth investors. Most investors had to wait until the company went public and the market significantly raised its valuation before they could enter.
Looking back at U.S. stock history helps explain why the market is so eager for Pre-IPO. NVIDIA went public in 1999 at $12; after adjusting for stock splits, the maximum paper return for early holders has at times reached about 6,500x. After Tesla listed in 2010, its long-term returns also once exceeded 400x. When a company grows from its early startup phase into a global giant, early shareholders often enjoy valuation jumps of more than a hundred times.
That’s exactly why the market keeps focusing on the Pre-IPO shares of star companies like SpaceX and OpenAI. Investors hope to secure early tickets before the company becomes an industry leader.
Of course, these are historical success stories. Pre-IPO also comes with risks such as delayed listings, valuation write-downs, and equity dilution. You also need to pay attention to lock-up periods and liquidity. The right strategy is to use funds you can afford to lose to build positions in a small number of companies with explosive growth potential, rather than concentrating heavily in a single asset.
In the future, StableStock will gradually open up Pre-IPO subscription opportunities for popular companies, allowing ordinary investors to access the primary market that was previously difficult to participate in.
If you want to prepare in advance, you can complete registration first and keep an eye on subscription announcements.
StableStock official referral code: DDD66
Excellent deals usually don’t wait until the entire market recognizes them before appearing. But before chasing high returns, be sure to control your position size, because behind every breakthrough opportunity lies risk at the same level.
Official link, https://app.stablestock.finance/?join=DDD66
In the past, opportunities to obtain equity before a company was listed were almost monopolized by venture capital funds and high-net-worth investors. Most investors had to wait until the company went public and the market significantly raised its valuation before they could enter.
Looking back at U.S. stock history helps explain why the market is so eager for Pre-IPO. NVIDIA went public in 1999 at $12; after adjusting for stock splits, the maximum paper return for early holders has at times reached about 6,500x. After Tesla listed in 2010, its long-term returns also once exceeded 400x. When a company grows from its early startup phase into a global giant, early shareholders often enjoy valuation jumps of more than a hundred times.
That’s exactly why the market keeps focusing on the Pre-IPO shares of star companies like SpaceX and OpenAI. Investors hope to secure early tickets before the company becomes an industry leader.
Of course, these are historical success stories. Pre-IPO also comes with risks such as delayed listings, valuation write-downs, and equity dilution. You also need to pay attention to lock-up periods and liquidity. The right strategy is to use funds you can afford to lose to build positions in a small number of companies with explosive growth potential, rather than concentrating heavily in a single asset.
In the future, StableStock will gradually open up Pre-IPO subscription opportunities for popular companies, allowing ordinary investors to access the primary market that was previously difficult to participate in.
If you want to prepare in advance, you can complete registration first and keep an eye on subscription announcements.
StableStock official referral code: DDD66
Excellent deals usually don’t wait until the entire market recognizes them before appearing. But before chasing high returns, be sure to control your position size, because behind every breakthrough opportunity lies risk at the same level.
Official link, https://app.stablestock.finance/?join=DDD66
Verified
Skhynix has launched Stablestock today at the first opportunity. We offer spot leveraged trading: users can go 2-5x long on Hailix’s spot. Compared to perps fees, the leverage interest is extremely low—no interest for intraday trading.
Welcome friends who want to do fee arbitrage to DM me. We will provide t+0 for fee-arbitrage institutions, as well as spot leverage services and very low trading fee rates.
Welcome friends who want to do fee arbitrage to DM me. We will provide t+0 for fee-arbitrage institutions, as well as spot leverage services and very low trading fee rates.
DD-滴滴
·
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U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Verified
What Is the Biggest Consensus in the Market on the Eve of CPI Release?
In the current macroeconomic environment, market consensus ahead of the release of the Consumer Price Index (CPI) is an extremely important topic. From the meaning of the data itself, combined with insights from professional investment bank reports and the latest market pricing, it is clear why this expectation is so crucial—and what far-reaching implications it may have for asset prices and likely Federal Reserve (Fed) policy.
CPI, or Consumer Price Index, is released monthly by the U.S. Bureau of Labor Statistics. It measures the average price changes of a basket of goods and services purchased by urban consumers. It is assessed through two main components. The overall CPI, particularly food and energy, tends to be more volatile and is strongly influenced by short-term factors such as oil prices and weather. In contrast, “core CPI,” which excludes food and energy, more accurately reflects the underlying inflation trend—this is also the focus of the Fed. The market pays close attention because these data directly determine the Fed’s interest-rate path. If inflation runs high, the Fed will likely raise rates or keep them at elevated levels, which suppresses economic activity and risk assets. If inflation cools, rate-cut expectations tend to boost equities and push down bond yields. Once the actual data deviates significantly from expectations, it often triggers sharp swings across various asset markets.
Looking back at the May data: headline CPI rose 0.5% month over month and 4.2% year over year, reaching a recent high. Core CPI increased 0.2% month over month and 2.9% year over year. Behind this set of data that fully matched market expectations, there are driving factors worth monitoring. Geopolitical conflicts led to a sharp rise in energy prices, lifting the overall headline figure. While the core component eased slightly, it still showed strong stickiness in the costs of services such as housing and healthcare. This suggests inflation is not experiencing an across-the-board decline, but rather developing unevenly.
With the June data about to be released, based on the latest market pricing and forecasts from professional institutions, the most widely shared view in the market is that the overall figure will cool noticeably as energy prices ease. However, the core data is expected to remain sticky. The estimated year-over-year rate is expected to fall within the 2.8% to 2.9% range, reflecting that the progress of easing underlying inflation is still slow.
In the current macroeconomic environment, market consensus ahead of the release of the Consumer Price Index (CPI) is an extremely important topic. From the meaning of the data itself, combined with insights from professional investment bank reports and the latest market pricing, it is clear why this expectation is so crucial—and what far-reaching implications it may have for asset prices and likely Federal Reserve (Fed) policy.
CPI, or Consumer Price Index, is released monthly by the U.S. Bureau of Labor Statistics. It measures the average price changes of a basket of goods and services purchased by urban consumers. It is assessed through two main components. The overall CPI, particularly food and energy, tends to be more volatile and is strongly influenced by short-term factors such as oil prices and weather. In contrast, “core CPI,” which excludes food and energy, more accurately reflects the underlying inflation trend—this is also the focus of the Fed. The market pays close attention because these data directly determine the Fed’s interest-rate path. If inflation runs high, the Fed will likely raise rates or keep them at elevated levels, which suppresses economic activity and risk assets. If inflation cools, rate-cut expectations tend to boost equities and push down bond yields. Once the actual data deviates significantly from expectations, it often triggers sharp swings across various asset markets.
Looking back at the May data: headline CPI rose 0.5% month over month and 4.2% year over year, reaching a recent high. Core CPI increased 0.2% month over month and 2.9% year over year. Behind this set of data that fully matched market expectations, there are driving factors worth monitoring. Geopolitical conflicts led to a sharp rise in energy prices, lifting the overall headline figure. While the core component eased slightly, it still showed strong stickiness in the costs of services such as housing and healthcare. This suggests inflation is not experiencing an across-the-board decline, but rather developing unevenly.
With the June data about to be released, based on the latest market pricing and forecasts from professional institutions, the most widely shared view in the market is that the overall figure will cool noticeably as energy prices ease. However, the core data is expected to remain sticky. The estimated year-over-year rate is expected to fall within the 2.8% to 2.9% range, reflecting that the progress of easing underlying inflation is still slow.
DD-滴滴
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U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
DD-滴滴
·
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*Three simple, straightforward scripts for SK Hynix and Micron (MTK)
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
UCTTUS+6.76%
LASRUS+3.91%
ASYSUS+3.79%
*Three simple, straightforward scripts for SK Hynix and Micron (MTK)
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
SK hynix Go Go! $SKHYNIX chase $MU
DD-滴滴
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Hynix officially lists on US stocks; AI memory leader faces a valuation re-rating
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
Verified
Hynix officially lists on US stocks; AI memory leader faces a valuation re-rating
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
Get hit and you have to stand up straight.
Let me briefly review the two recent contracts, totaling
2,459 USDC,
with position losses.
First, the conclusion:
Both of these trades were within the risk range I could accept in advance.
For me, every contract position must, before entry, assume that in extreme circumstances I can
endure a total wipeout.
Otherwise, I shouldn’t open the position.
So the loss itself didn’t exceed my money management boundaries, but there are indeed parts of the trading process worth reviewing.
---
1. Trading timeline
On 6/23, I went long in batches at 218.3, 215.4, and 214.1.
The first position was about 79.92, with a notional value of roughly 17,000 USD.
On 6/24 at 05:59, the price dropped to around 203. I chose to close the long or reverse the position, realizing a loss of about **-1,308 USDC**.
From 6/24 evening 21:12 to 21:32, I again went long in batches in the 204.4 to 200.5 range.
On 6/24 at 21:40, the price sold off further to around 194.9, and I was forced again to close the long or reverse the position, realizing a loss of about -1,151 USDC.
In total, the two trades realized a loss of about -2,459 USDC.
---
2. Background from the news
On 6/23, the company released its Q1 earnings report. During the day, the price briefly surged to around 237.
When I entered in the 218 to 214 range, the price was still relatively high—it wasn’t an absolute low.
On 6/24, after the earnings report, the market began to reprice the outlook.
Because the subsequent guidance was worse than expected—especially with the gross margin outlook declining—the price experienced a rapid selloff.
That day, the market opened at about 208, and the low was pushed down to around 181.5. The daily drop was close to 20%.
This means I wasn’t facing a normal pullback, but a sharp change in fundamental expectations after the earnings report, as revised by the market.
---
3. Possible entry logic
The original long thesis for this trade was likely based on optimism about AI infrastructure and AI chip themes.
Cerebras is a concept similar to an Nvidia substitute. The market still has long-term imagination for AI compute power, inference demand, and the chip supply chain.
From a fundamental narrative perspective, going long wasn’t completely without logic.
But the problem is: a good long-term theme doesn’t mean you can ignore the price location, event risk, and the gap between market expectations in the short term.
The 6/23 entry may have been because after seeing a pullback during the day, there were signs of a rebound, suggesting technical support.
The 6/24 re-entry was more like assuming that after a big drop, the move had already gone far enough and a rebound was likely.
Let me briefly review the two recent contracts, totaling
2,459 USDC,
with position losses.
First, the conclusion:
Both of these trades were within the risk range I could accept in advance.
For me, every contract position must, before entry, assume that in extreme circumstances I can
endure a total wipeout.
Otherwise, I shouldn’t open the position.
So the loss itself didn’t exceed my money management boundaries, but there are indeed parts of the trading process worth reviewing.
---
1. Trading timeline
On 6/23, I went long in batches at 218.3, 215.4, and 214.1.
The first position was about 79.92, with a notional value of roughly 17,000 USD.
On 6/24 at 05:59, the price dropped to around 203. I chose to close the long or reverse the position, realizing a loss of about **-1,308 USDC**.
From 6/24 evening 21:12 to 21:32, I again went long in batches in the 204.4 to 200.5 range.
On 6/24 at 21:40, the price sold off further to around 194.9, and I was forced again to close the long or reverse the position, realizing a loss of about -1,151 USDC.
In total, the two trades realized a loss of about -2,459 USDC.
---
2. Background from the news
On 6/23, the company released its Q1 earnings report. During the day, the price briefly surged to around 237.
When I entered in the 218 to 214 range, the price was still relatively high—it wasn’t an absolute low.
On 6/24, after the earnings report, the market began to reprice the outlook.
Because the subsequent guidance was worse than expected—especially with the gross margin outlook declining—the price experienced a rapid selloff.
That day, the market opened at about 208, and the low was pushed down to around 181.5. The daily drop was close to 20%.
This means I wasn’t facing a normal pullback, but a sharp change in fundamental expectations after the earnings report, as revised by the market.
---
3. Possible entry logic
The original long thesis for this trade was likely based on optimism about AI infrastructure and AI chip themes.
Cerebras is a concept similar to an Nvidia substitute. The market still has long-term imagination for AI compute power, inference demand, and the chip supply chain.
From a fundamental narrative perspective, going long wasn’t completely without logic.
But the problem is: a good long-term theme doesn’t mean you can ignore the price location, event risk, and the gap between market expectations in the short term.
The 6/23 entry may have been because after seeing a pullback during the day, there were signs of a rebound, suggesting technical support.
The 6/24 re-entry was more like assuming that after a big drop, the move had already gone far enough and a rebound was likely.
Ouster was founded in 2015. Its original core idea was to rethink traditional LiDAR through digitization and a semiconductor architecture. Compared with earlier, expensive and complex analog LiDAR, Ouster aimed to reduce costs by developing its own chips—so that 3D sensing could be used not only for autonomous driving, but also for robots, industrial automation, and smart cities.
In its early years, the company built its market presence with products such as OS0, OS1, and OS2, while deliberately reducing reliance on orders from any single automaker. In 2021, Ouster went public via a SPAC. However, after that it faced delays in the commercialization of autonomous driving, rising interest rates, and a collapse in the industry’s LiDAR valuation. Its stock price subsequently fell significantly.
The real turning point came in 2023, when Ouster merged with Velodyne. Velodyne brought customers, patents, and brand recognition, while Ouster contributed a newer digital LiDAR architecture. After the merger, the company cut overlapping costs, integrated its supply chain, and gradually shifted from simply selling sensors to providing integrated software-and-hardware solutions.
Later, Ouster launched BlueCity and Gemini perception software, enabling LiDAR data to be used directly for traffic analysis, pedestrian detection, industrial safety, and infrastructure management. This means customers are no longer buying just a LiDAR unit, but a perception system that can understand the real-world environment.
In 2026, the company acquired StereoLabs again, incorporating the ZED camera, AI computing, sensor fusion, and vision models into its product lineup. With LiDAR providing distance and spatial information, and the camera delivering color, texture, and semantic recognition, Ouster has evolved from a LiDAR manufacturer into a sensing and perception platform for Physical AI.
Rev8, launched the same year, is an especially important milestone. The new product increases distance and resolution, and adds native color LiDAR capabilities, signaling that the company’s future competitive focus is no longer simply on hardware price—but on who can deliver a more complete computer vision platform.
What about the stock price in the future?
$OUST.US Whether it can continue rising depends mainly on three things.
First, whether Rev8 can scale up smoothly. If the new product drives increases in shipping volume, average selling price, and gross margin at the same time, the market may revise its expectations for future revenue upward again.
Second, whether the StereoLabs acquisition can generate cross-selling. If existing LiDAR customers start adopting cameras and perception software, the company’s valuation could gradually shift from a hardware manufacturer toward a platform-based technology company.
Third, whether losses continue to narrow.
In its early years, the company built its market presence with products such as OS0, OS1, and OS2, while deliberately reducing reliance on orders from any single automaker. In 2021, Ouster went public via a SPAC. However, after that it faced delays in the commercialization of autonomous driving, rising interest rates, and a collapse in the industry’s LiDAR valuation. Its stock price subsequently fell significantly.
The real turning point came in 2023, when Ouster merged with Velodyne. Velodyne brought customers, patents, and brand recognition, while Ouster contributed a newer digital LiDAR architecture. After the merger, the company cut overlapping costs, integrated its supply chain, and gradually shifted from simply selling sensors to providing integrated software-and-hardware solutions.
Later, Ouster launched BlueCity and Gemini perception software, enabling LiDAR data to be used directly for traffic analysis, pedestrian detection, industrial safety, and infrastructure management. This means customers are no longer buying just a LiDAR unit, but a perception system that can understand the real-world environment.
In 2026, the company acquired StereoLabs again, incorporating the ZED camera, AI computing, sensor fusion, and vision models into its product lineup. With LiDAR providing distance and spatial information, and the camera delivering color, texture, and semantic recognition, Ouster has evolved from a LiDAR manufacturer into a sensing and perception platform for Physical AI.
Rev8, launched the same year, is an especially important milestone. The new product increases distance and resolution, and adds native color LiDAR capabilities, signaling that the company’s future competitive focus is no longer simply on hardware price—but on who can deliver a more complete computer vision platform.
What about the stock price in the future?
$OUST.US Whether it can continue rising depends mainly on three things.
First, whether Rev8 can scale up smoothly. If the new product drives increases in shipping volume, average selling price, and gross margin at the same time, the market may revise its expectations for future revenue upward again.
Second, whether the StereoLabs acquisition can generate cross-selling. If existing LiDAR customers start adopting cameras and perception software, the company’s valuation could gradually shift from a hardware manufacturer toward a platform-based technology company.
Third, whether losses continue to narrow.
OUSTUS+5.33%
Verified
Wall Street’s Five-Panel Focus: Investment Views on Key Stocks
Overall, Wall Street is broadly bullish on Nvidia, Broadcom, Micron, and SK Hynix. The core logic is that cloud giants are continuously increasing AI capital expenditures, driving demand for GPUs, custom ASICs, high-speed networking, and HBM. Delta Air Lines, on the other hand, falls under the travel recovery theme and a diversified basket.
Nvidia ( $NVDA )
Baird is optimistic about its data-center GPUs, next-generation platforms, the CUDA ecosystem, and its advantages in high-speed networking. Catalysts include shipments of new products, higher cloud capital expenditures, growth in sovereign AI and enterprise inference. Risks include an overvaluation, export restrictions, customers’ in-house chip development, and gross margin coming in below expectations. View: bullish long term; suitable as a core AI holding, but avoid chasing shares when sentiment is overheated.
Broadcom ( $AVGO )
UBS and Bank of America are bullish on its custom AI chips, switches, and data-center networking business. VMware can also provide steady software revenue and cash flow. Risks include customer concentration, order delays, and integration not meeting expectations. View: bullish; can be used as a second core allocation alongside NVDA.
Micron ( $MU )
Cantor Fitzgerald is bullish on HBM’s rapid growth and improvements in the DRAM and NAND cycles. It benefits from both AI and storage recovery, but earnings volatility is relatively high, so investors should watch capacity expansion and falling prices. View: bullish but high volatility; suitable as a satellite position.
SK Hynix (SKHY/000660)
The company is a leading HBM supplier and directly benefits from demand for AI accelerators such as Nvidia’s. If SKHY is a newly listed ADR, key things to monitor include sell-side coverage, trading volume, the exchange rate implied price versus South Korea’s parent company, and the ADR premium. View: bullish in the medium to long term; manage liquidity and premium risk early after listing.
Delta Air Lines ( $DAL.US ）
Goldman Sachs, Morgan Stanley, and Susquehanna are bullish on business travel, premium cabin offerings, fare discipline, and earnings guidance. Risks come from oil prices, wages, macro/market conditions, and capacity. View: neutral to bullish; suitable for reducing concentration in tech stocks.
In terms of allocation: NVDA and AVGO as the core; MU and SK Hynix to increase flexibility; DAL to diversify. AI capital expenditures remain the main storyline for 2026 to 2027, but these four “tier” semiconductor stocks are highly exposed to the same cycle. Investors should therefore monitor the average target price, earnings forecasts, valuation ranges, and actual changes in orders at the same time.
Overall, Wall Street is broadly bullish on Nvidia, Broadcom, Micron, and SK Hynix. The core logic is that cloud giants are continuously increasing AI capital expenditures, driving demand for GPUs, custom ASICs, high-speed networking, and HBM. Delta Air Lines, on the other hand, falls under the travel recovery theme and a diversified basket.
Nvidia ( $NVDA )
Baird is optimistic about its data-center GPUs, next-generation platforms, the CUDA ecosystem, and its advantages in high-speed networking. Catalysts include shipments of new products, higher cloud capital expenditures, growth in sovereign AI and enterprise inference. Risks include an overvaluation, export restrictions, customers’ in-house chip development, and gross margin coming in below expectations. View: bullish long term; suitable as a core AI holding, but avoid chasing shares when sentiment is overheated.
Broadcom ( $AVGO )
UBS and Bank of America are bullish on its custom AI chips, switches, and data-center networking business. VMware can also provide steady software revenue and cash flow. Risks include customer concentration, order delays, and integration not meeting expectations. View: bullish; can be used as a second core allocation alongside NVDA.
Micron ( $MU )
Cantor Fitzgerald is bullish on HBM’s rapid growth and improvements in the DRAM and NAND cycles. It benefits from both AI and storage recovery, but earnings volatility is relatively high, so investors should watch capacity expansion and falling prices. View: bullish but high volatility; suitable as a satellite position.
SK Hynix (SKHY/000660)
The company is a leading HBM supplier and directly benefits from demand for AI accelerators such as Nvidia’s. If SKHY is a newly listed ADR, key things to monitor include sell-side coverage, trading volume, the exchange rate implied price versus South Korea’s parent company, and the ADR premium. View: bullish in the medium to long term; manage liquidity and premium risk early after listing.
Delta Air Lines ( $DAL.US ）
Goldman Sachs, Morgan Stanley, and Susquehanna are bullish on business travel, premium cabin offerings, fare discipline, and earnings guidance. Risks come from oil prices, wages, macro/market conditions, and capacity. View: neutral to bullish; suitable for reducing concentration in tech stocks.
In terms of allocation: NVDA and AVGO as the core; MU and SK Hynix to increase flexibility; DAL to diversify. AI capital expenditures remain the main storyline for 2026 to 2027, but these four “tier” semiconductor stocks are highly exposed to the same cycle. Investors should therefore monitor the average target price, earnings forecasts, valuation ranges, and actual changes in orders at the same time.
Is anyone who wants to join? $SNDK $SOXL
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