Last night, earnings season sent two AI names in opposite directions.
SK Hynix reported Q3 revenue of 104.6 trillion won and an operating margin of around 80%. Its HBM supply is reportedly sold out through 2029. SKHYNIX perpetuals on Binance rose 13% in a day, with $2.3 billion in trading volume.
Google posted EPS of 2.12, versus expectations of 3.01, and fell more than 8% after hours. GOOGL perpetuals plunged from 328 to 288 in a single candle and are now around 296. What’s interesting is that open interest rose 60% in four hours, while 93% of accounts are long.
The shovel sellers are raking it in, while the spenders are getting criticized. With so many people trying to buy the dip, I’d take it slower.
Just my personal opinion, not investment advice.
$GOOGL $SKHYNIX #美股财报 #AI
SK Hynix reported Q3 revenue of 104.6 trillion won and an operating margin of around 80%. Its HBM supply is reportedly sold out through 2029. SKHYNIX perpetuals on Binance rose 13% in a day, with $2.3 billion in trading volume.
Google posted EPS of 2.12, versus expectations of 3.01, and fell more than 8% after hours. GOOGL perpetuals plunged from 328 to 288 in a single candle and are now around 296. What’s interesting is that open interest rose 60% in four hours, while 93% of accounts are long.
The shovel sellers are raking it in, while the spenders are getting criticized. With so many people trying to buy the dip, I’d take it slower.
Just my personal opinion, not investment advice.
$GOOGL $SKHYNIX #美股财报 #AI