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@khalilrmaom:

أبوفهد الشطيطي
أبوفهد الشطيطي
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Region: SA
Sunday 26 July 2026 06:23:15 GMT
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You completely missed what just happened in the chip market this week. SK Hynix just listed on Nasdaq as SKHY raising $26.5 billion — one of the biggest IPOs ever. Shares opened at $170 up 14% then crashed 15.4% in Seoul two days later — its worst day in nearly two decades — dragging Micron down 6% and the entire semiconductor index with it. SK Hynix controls 57% of the global high bandwidth memory market — the memory that sits on top of every Nvidia AI chip. Revenue up 198% with margins above 70%. A former hedge fund manager breaks down exactly why HBM memory companies like SK Hynix and Micron are fundamentally different from pure play AI momentum names — and what this week's crash actually means. not financial advice #SKHynix #SKHY #AIchips #semiconductors
You completely missed what just happened in the chip market this week. SK Hynix just listed on Nasdaq as SKHY raising $26.5 billion — one of the biggest IPOs ever. Shares opened at $170 up 14% then crashed 15.4% in Seoul two days later — its worst day in nearly two decades — dragging Micron down 6% and the entire semiconductor index with it. SK Hynix controls 57% of the global high bandwidth memory market — the memory that sits on top of every Nvidia AI chip. Revenue up 198% with margins above 70%. A former hedge fund manager breaks down exactly why HBM memory companies like SK Hynix and Micron are fundamentally different from pure play AI momentum names — and what this week's crash actually means. not financial advice #SKHynix #SKHY #AIchips #semiconductors
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