$SKHYNIX The South Korean government and the state-run power company (KEPCO) were still playing it by ear yesterday, trying to pressure Samsung and SK hynix to prepay 25 trillion won in electricity bills to plug a fiscal “black hole” in infrastructure spending. This left a late-session stampede: a bunch of short-term traders panicked and bailed, triggering a cascade of forced selling.
So what happened? After Wall Street just digested Broadcom (AVGO)’s AI data that beat expectations, today at SEMICON Taiwan, SK hynix brought its next-gen HBM4E chips right onto the stage. Foreign investors today went in with real money and flipped yesterday’s panic-short thesis back on its head.
The funniest thing about the market is this: retail investors always focus on headlines and get shaken out, while the big players take advantage of the panic to疯狂 trade and churn shares at depressed prices.
Over the past couple of days, they held up through the selloff that came from the electricity-bill negative news.
Others see geopolitical turbulence; you see the absolute moat of behind-the-scenes HBM capacity and the flow of chips (positioning).
Tonight, with the NFP jobs “final boss” turning Wall Street upside down however it wants, my profit is already in hand—I’ll just sit and watch the show. 🐟🔥
So what happened? After Wall Street just digested Broadcom (AVGO)’s AI data that beat expectations, today at SEMICON Taiwan, SK hynix brought its next-gen HBM4E chips right onto the stage. Foreign investors today went in with real money and flipped yesterday’s panic-short thesis back on its head.
The funniest thing about the market is this: retail investors always focus on headlines and get shaken out, while the big players take advantage of the panic to疯狂 trade and churn shares at depressed prices.
Over the past couple of days, they held up through the selloff that came from the electricity-bill negative news.
Others see geopolitical turbulence; you see the absolute moat of behind-the-scenes HBM capacity and the flow of chips (positioning).
Tonight, with the NFP jobs “final boss” turning Wall Street upside down however it wants, my profit is already in hand—I’ll just sit and watch the show. 🐟🔥