u/SnooHedgehogs5162

Consumer prices rose 2.8% from a year ago in June, down from 3.2% the previous month, Eurostat said Wednesday. That’s less than the 3% median estimate in a Bloomberg survey.

CPI is lower in EU in June. The EU is one of the place that got hit the hardest after the Strait of Hormuz closed. If EU's June CPI is now lower then expected, then June CPI in USA will probably do the same.

Inflation has peaked. Bullish for market.

WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear.

The move expands an FCC ban imposed in 2022 on new models of telecommunications and video surveillance equipment made by Huawei, ZTE, Hytera, Hikvision, and Dahua, citing U.S. national security risks.
The ban now includes old models, not just those designed starting in late 2022, of equipment used for "public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes,” the FCC said.

The expanded ban is set to take effect in early July. The FCC said the action "is necessary to protect national security by mitigating risks to the U.S. communications sector."
The Chinese Embassy in Washington and the companies did not immediately respond to inquiries.
The FCC said it would allow Americans to continue to use equipment they already own.

The ⁠FCC has taken a number of actions targeting Chinese tech, including banning imports of all new models of Chinese drones in December. In March it banned the import of new models of Chinese-made consumer routers, the boxes that connect computers, phones and smart devices to the internet.

https://www.reuters.com/world/asia-pacific/us-launches-new-chinese-tech-crackdown-will-ban-some-imports-2026-06-26/

WASHINGTON, June 26 (Reuters) - The U.S. Federal Communications Commission on Friday said it will ban the import of more equipment from a group of Chinese manufacturers, the latest move by Washington to crack down on Chinese-made electronic gear.

The move expands an FCC ban imposed in 2022 on new models of telecommunications and video surveillance equipment made by Huawei, ZTE, Hytera, Hikvision, and Dahua, citing U.S. national security risks.
The ban now includes old models, not just those designed starting in late 2022, of equipment used for "public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes,” the FCC said.

The expanded ban is set to take effect in early July. The FCC said the action "is necessary to protect national security by mitigating risks to the U.S. communications sector."
The Chinese Embassy in Washington and the companies did not immediately respond to inquiries.
The FCC said it would allow Americans to continue to use equipment they already own.

The ⁠FCC has taken a number of actions targeting Chinese tech, including banning imports of all new models of Chinese drones in December. In March it banned the import of new models of Chinese-made consumer routers, the boxes that connect computers, phones and smart devices to the internet.

https://www.reuters.com/world/asia-pacific/us-launches-new-chinese-tech-crackdown-will-ban-some-imports-2026-06-26/

JAPAN JUST ANNOUNCED A $2.3 TRILLION INVESTMENT PLAN FOR AI AND SEMICONDUCTORS OVER THE NEXT 14 YEARS

Prime Minister Sanae Takaichi just unveiled the roadmap covering the period through fiscal 2040.

The bulk of the AI and chip spending goes toward semiconductors and vertical AI built for specific industries.

The projected economic spillover effects by fiscal 2040:

Semiconductor investment: $2.8 trillion in economic impact
Physical AI investment: $895 billion
Vertical AI investment: $1.4 trillion

The US is spending trillions on AI infrastructure. China is spending trillions. Now Japan is committing $2.3 trillion.

(Source Bloomberg)

SK Hynix Officially Decides on US Nasdaq ADR Issuance: 17.79 Million New Shares, Up to KRW 45.5 Trillion in Proceeds

▶️ ADR Issuance Overview Board resolution date: June 24, 2026 (all six outside directors in attendance) Issuance type: New share DR (third party allotment method) Listing exchange: Nasdaq (Nasdaq Global Select Market) Scheduled listing date: July 10, 2026

Finally it's happening.
Your plans? Stay with DRAM?

Plan to keep DRAM but sell Micron for Sk hynix

SK Hynix Officially Decides on US Nasdaq ADR Issuance: 17.79 Million New Shares, Up to KRW 45.5 Trillion in Proceeds

▶️ ADR Issuance Overview Board resolution date: June 24, 2026 (all six outside directors in attendance) Issuance type: New share DR (third party allotment method) Listing exchange: Nasdaq (Nasdaq Global Select Market) Scheduled listing date: July 10, 20

$MU's earnings report is approaching on June 24th

I think many people plan to sell before the earnings report
Let's compare "selling at the closing price 2 trading days before the earnings date, buying back at the closing price 3 trading days after" vs. "continuing to hold"

Results
・Target period: From 2022-06-28 to 2026-06-16, 16 earnings reports
・Continuing to hold: +1,701.98% ($1 → $18.02)
・Earnings avoidance rule: +1,554.07% ($1 → $16.54)

By selling, you would miss out on +24.90% around the 2024-03-20 earnings, +16.46% around the 2025-12-17 earnings, and +10.84% around the 2024-09-25 earnings

On the other hand, you would have avoided -17.13% around 2024-12-18 and -8.48% around 2026-03-18.

All stocks were ATH and after earnings went up even mlre.

Alphabet was ATH and after earnings stock went up 10%
Dell went up 32%
AMD went up 4%
Intel went up 20%
Sandisk went up 9%
Sk Hynix 3.6%
Samaung rallied next day 9%

So it's not true that stock won't go up. And only falls after earnings

It was just bad time because a whole market went down due to Iran war.

I'm not going to sell anything. I'm sure stock will go up after earnings. Or small dip that recovers in 1-3 days

Wall Street thought memory price hikes would flatten out in Q3, but the brand-new trade data from Taiwan and South Korea proves they completely underestimated the market.

What Wall Street expected: Analysts predicted standard Server DRAM and PC RAM price hikes would slow down to just 3% to 13% for Q3.

South Korea (Data out June 14): Memory semiconductor export values exploded by 254.9% year-on-year, and enterprise AI SSD storage shipments surged 337.7%. Because factory capacity is completely fixed, this triple-digit value spike proves Q3 contract prices are rising way faster than expected.

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Taiwan’s "Outlandish" Export Numbers (Released June 9, 2026)

The Peak: Taiwan’s exports surged 51.7% year-on-year (crushing the market consensus of 41.2%). 

The Pricing Index: Taiwan’s official export price index rose 18.1%, driven almost entirely by semiconductors.

The Upstream Hike: Because supply is so choked, TSMC just confirmed it is moderately raising foundry prices for the second half of the year, with advanced 3nm nodes seeing up to a 15% hike due to soaring raw material and substrate costs.

Wall Street expecting $34.4 Billion
But looks like it be around ~ $38-40 Billion

Nvidia and AMD are entirely dependent on South Korean high-bandwidth memory (HBM) and enterprise DRAM to build their AI data centers and GPU servers. The market is already tightly constrained. If Samsung's supply drops by even 3%, the bottleneck will paralyze their shipment schedules. No chips shipped = missed earnings = a 20% valuation haircut overnight

Apple
Samsung is the primary supplier for the OLED screens and NAND flash memory used in iPhones.
The Impact: Apple relies heavily on "just-in-time" manufacturing, meaning they don't store months of extra parts. A major disruption right before Apple ramps up production for their next-generation iPhone cycle threatens to trigger component shortages and shipping delays.

I keep seeing the same tired argument: 'Don't buy SK Hynix or Micron, RAM is cyclical and we’re at the top.'

First off, if RAM is cyclical, then Nvidia and TSMC are cyclical too. You can’t build a Blackwell or Vera Rubin B100/B200 cluster without massive amounts of HBM3e and HBM4. If the AI 'cycle' ends for memory, it ends for the logic chips too. You can't have a brain without a nervous system. 

The Valuation Gap is Hilarious:
Nvidia and TSMC have been rallying for years and trade at massive P/E multiples. Meanwhile, the memory players only really started their 'AI' rally in earnest over the last 12-18 months.

• Fact: In Q1 2026, SK Hynix posted an operating margin of 72%. That actually beat Nvidia’s 65% margin from their last quarter. 

• Fact: Memory is no longer a 'commodity' where you just buy the cheapest stick. HBM (High Bandwidth Memory) is a specialized, high-margin, custom-integrated component.
• Fact: SK Hynix and Micron are effectively sold out of HBM through 2027.

Nvidia (NVDA): ~40x P/E. People are paying $40 for every $1 of profit because they expect 'infinite growth.' 
• Broadcom (AVGO): ~41x P/E.
• Micron (MU): ~7.8x P/E. 
• SK Hynix: ~5.9x P/E. 

SK Hynix is trading at 6 times earnings while providing the HBM4 memory that Nvidia cannot ship without.

Everyone is fine with Nvidia trading at a 40x P/E and Broadcom at 41x, calling them 'secular growth stories.' But the second you mention SK Hynix (P/E ~5.9x) or Micron (Forward P/E ~8x), people scream 'CYCICAL! SELL!'
Here’s the reality: You cannot ship a single Nvidia Blackwell or Rubin chip without High Bandwidth Memory (HBM). If Nvidia is a secular grower, so is the memory that fuels it.

So people, please stop!!!
Sk Hynix needs at least 788% stock increase to reach Nvidia PE level.

Tomorrow 4 big earnings and Apple on Thuesday.

What is your favorite stock and what stock will probably beat earnings and rise and which one falls?

For me Meta already confirmed beat and has lowest PE. Plus already earnings more money than Google with ads. Google had 18% growth but Mata says they will have 30%

Plus Meta is social media monopol.

Amazon and Google all time high. So no matter what, stock will fall after earnings.