r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)
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r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)
· u/ThePrivateBanker
Source: View source · u/ThePrivateBanker · reddit
Why it's worth your time
The context that reframes today's memory selloff. The -15% in Seoul is not a demand verdict — it follows SK Hynix's record Nasdaq ADR debut (SKHY, priced $149, $26.5B raised, largest-ever US listing by a foreign company, 7x oversubscribed, closed debut +13% at $168.01) and a ~260% YTD run. Our tape confirms the arbitrage: SKHY -6.6% vs Seoul -15%. Read the drop as listing mechanics plus a timing downgrade, not a broken thesis.
Related
8 events DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 InvestigationThe memory selloff is an ASP repricing — and the $26.5B raise is the tell Jul 31 NewsKOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Jul 13 TweetSemiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays Jul 13 PickWonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell' Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Source links
Tweets, videos, filings, articles, and source pages tied to this read.
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