SK Hynix options launch — but peers are stealing the memory thunder
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SK Hynix options launch — but peers are stealing the memory thunder
· CNBC
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Why it's worth your time
SK Hynix (SKHY ADR) options begin trading, yet the piece argues other memory names are the cleaner expression — directly relevant to the memory-supercycle lane (MU/SNDK) and the SKHY proxy-premium the desk is tracking.
Related
9 events DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetSemiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays Jul 13 TweetP Equity Research — BofA: memory indicator near record highs (183 vs past peaks of 120-130), super-cycle intact Jul 13 TweetJukan — NVIDIA's NDR: memory shortage expected to persist for several years 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 13 Redditr/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%) Jul 13 InvestigationThe memory selloff is an ASP repricing — and the $26.5B raise is the tell Jul 17 ArticleThe K3 Scare Is Not the R1 Scare Source links
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