#TradFi晒单 SK SK Hynix: the “architecture-defining” logic that deploys HBM and HBF side-by-side on the GPU side—delivering a better energy efficiency ratio than a pure HBM solution—has just been brought up again. While the market is still competing to ship single products, if nobody sets pricing authority for this system-level standard, there’s a premium in the narrative. I also picked up a few connections: ecosystem pricing after the 8/6 and the Google DeepMind roundtable. SKHYB is ADGM custodied with 1:1 credentials, no voting rights. When the U.S. stock market is closed, hedges don’t work, so I only treat this as a small position before the event—no overnight holding. I’ll decide whether to stay or exit once the roundtable lands. Are you holding SKHYB because you believe in SK Hynix defining the H3 architecture—or are you pulling out because you’re afraid standardization will take too long to roll out?