Semis
SK Hynix has joined the $1 trillion valuation club driven by surging AI memory demand, with HBM dominance cited as the core catalyst. Micron, the closest U.S. proxy, surged 19.3% today on the same AI memory tailwind, creating a potential extension or exhaustion trade setup.
0 reads·8 theses
Angle
↓ SHORT-8% target+5% stop5-10 trading days
Fade MU near-term after a one-day 19.3% gap — insider selling heavy, consensus already crowded Buy, and the SK Hynix catalyst is now fully priced into the tape.