SleepyValidator

Although I have already sold SK Hynix, don't be fooled by today's sharp drop in Korean stocks. Tomorrow is Samsung's Q2 earnings release.
I've checked, and major Korean securities firms have already lowered their expectations. It feels like they're setting the stage for Samsung to beat expectations.
Because if it falls short, the damage could be much worse than Meta's. SK Hynix's ADRs won't be easy to sell.
You know how interconnected the chaebol society is. This week, the Korean media has been hyping "Korea Week," so they can't afford a sudden collapse.

What did I say? All of SK Hynix's underwriters have to hype up the atmosphere. One of the underwriters, Bank of America, has released a research report.
1. The rumor about Meta cutting storage chip orders is not credible.
2. Meta selling computing power does not mean there is an oversupply of computing power.
3. ChangXin Memory Technologies is nothing to worry about in the short term.
4. The Korean memory industry has not peaked, and true oversupply will not be seen until 2033.
For my specific actions, see my previous tweets.

Seeking Alpha's latest stock picks for July are here, almost forgot to post: $ICHR
Let me briefly summarize the buying reasons
Ichor Holdings is the core upstream supplier of fluid delivery for semiconductor equipment, bound to AMAT, LRCX, ASML. Products are hard to replace, customer switching costs are extremely high.
AI expansion drives sequential revenue growth. Low-cost factories built in Mexico and Malaysia. Self-developed components share continues to rise, gross margin improves quarter by quarter.
90-day analyst earnings forecasts all revised upwards. Forward PEG is 16% lower than

Today, Lee Jae-myung held hands with two major conglomerates and announced a 2000 trillion won expansion plan. Why did Samsung and SK Hynix drop instead?
Because these two are the ones paying. Today, the ones paying fell, while the ones collecting rose.
After watching the press conference, I felt one thing—expansion in big cities is unrealistic. Competing with residents for electricity and water has already led to constant complaints.
Plus, South Korea is not content with just selling memory; it wants to build its own data centers. So it has to push out to the suburbs. Going forward, the

Yesterday at the end of the session, someone successively bought $1.4 million $SPCX call options, strike price $300, expiring next Thursday, July 2.
This has doubled, don't tell me Spacex has something extraordinary next week.

Today, the best-performing stocks in the U.S. pharmaceutical sector are those deeply involved in AI-driven drug development.
Perhaps it was catalyzed by Moderna's Science Day yesterday, where the CEO emphasized that AI can significantly shorten the new drug development cycle and greatly reduce trial-and-error costs, backed by data.
Bookmark these stocks below; the breakout may not require waiting five years.

The best-performing stocks in today's US healthcare sector are all deeply involved in AI-driven drug development.
It might be catalyzed by Moderna's Science Day yesterday—the CEO emphasized using AI to drastically shorten R&D cycles and significantly reduce trial-and-error costs, with data to back it up.
Bookmark the stocks below; their breakout might not take five years.

$SPCX Those who bought at the open $SPXC are secretly laughing
Europe's air conditioning crisis, El Niño heatwave — wrong boat, right groom after all