u/Kira1Cloud

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Been following the HBM race for a while and honestly kind of surprised it took this long. SK Hynix is the biggest HBM supplier to Nvidia and until now us retail folks had to mess with Korea-listed shares or hold $EWY / $DRAM to get exposure.

Timeline I saw floating around:

July 6 bookbuilding starts

July 9 price finalized

July 10 trading opens under $SKHY

Pulled up the memory sector comps on moomoo last night and $MU has been on a tear, $SNDK too. If SKHY prices anywhere reasonable it kinda begs the question whether MU stays a premium play or the money rotates.

My concern is timing. The stock in Korea already ran hard, capex across the whole memory space is climbing, and every HBM headline is basically priced in at this point. Feels like the setup where retail piles in day one and then it chops for 3 months.

Still, direct US listing means ETF inclusion could eventually happen and that changes the flow picture.

Anyone here planning to touch it opening week or waiting for the dust to settle? Curious if the Korea holders are gonna trim into the US debut or double down.

So apparently SK Hynix is going for a $29.4B raise, bookbuilding kicks off July 6, pricing July 9, Nasdaq debut targeted July 10.

Been comparing the two on moomoo this morning and the gap is kinda nuts. Similar market cap to Micron, higher estimated earnings, lower multiple. They already own the HBM and DRAM leadership story so they don't have to convince anyone they're "AI relevant", unlike half the names ripping green this year just for slapping AI on a slide deck.

My thinking: once US investors can buy it on the same screen as MU, some of that Korea discount, FX friction and liquidity haircut probably compresses. Not saying overnight, but the side by side is gonna be ugly for MU bulls.

Risks I'm chewing on:

- new share dilution from the offering itself

- memory is cyclical af, we've all seen this movie

- if AI capex actually rolls over, both names bleed red together

- the discount might just... Not close. Korea listings have stayed cheap forever

Not loading up day one, lessons learned from past hype IPOs. Probably watching the first week of tape then deciding if I trim MU into it.

Anyone else planning to rotate, or you sticking with MU?

Q: This is your fifth MSI. Compared to 2022, when you first stepped onto the MSI stage, what do you think has changed the most about yourself?

Keria: Back then, I wanted to become the greatest support of all time. Now, I think I can confidently say that I’ve become the greatest support of all time.

RKLB lev-ETF list pulled up RKLX and RKLZ in one tapOk so — RKLB sitting at 86.13, barely green, but look at the lev side: RKLX (2x long) down 20.40% and RKLZ (2x short) up 20.78%. That spread on a flat-ish underlying day tells you everything about daily reset and how fast these things diverge from the tape you think you're trading.This is exactly why the ETFs tab on the RKLB page is the move. One tap from the stock and I get both the 2x long and the 2x short side by side, with today's % chg right there. No googling "is there a leveraged Rocket Lab ETF", no scrolling some screener, no risk of fat-fingering RKLX when I meant RKLZ. The names spell out Long vs Short so you literally can't grab the wrong direction. And honestly seeing that -20 / +20 print next to each other is the best decay reminder you'll get — these are tactical, 1-3 day instruments, not something you bag and forget. Space sector's whippy, Warsh keeping rates higher for longer doesn't help high-multiple names like this either.If you trade RKLB, just keep the ETFs tab pinned. Way cleaner than guessing tickers.

What moomoo AI flagged on PLTR before I even had coffeeOk so — pulled up PLTR this morning and the Daily Brief already had the Burry callout front and center. Bearish tag on the key event, 1 source linked, timestamped 6/24 20:30 ET. Death cross on MA20/MA30 also flagged bearish. But then the VR indicator flipped to oversold (bullish), and IV creeping up with price stuck — net read is basically coiled. Mixed but useful, not vibes.Honestly this is why I keep the brief open premarket. I don't have time to scroll Burry's tweets, dig the technicals out of five tabs, then cross-check options IV. The AI just tags it Bullish/Bearish per bullet, sources the headline so I can actually verify, and gives me the technical lean in one card. The Updated stamp tells me how stale it is. Per-ticker, not some generic SPY recap. One tap and I'm on the chart or chain to act.PLTR's high-multiple so a hawkish Warsh tone doesn't help, but oversold + long-vol setup is interesting into next week. If you trade names like this just keep the brief pinned, saves you an hour easy.