amit
2026.07.29 01:57

$SK Hynix(SKHY.US) SK Hynix missing earnings was not what we needed today in an already high levered memory trade lol

to be fair, the misses were a few billion on revenue and operating profit and had nothing to do with demand as both metrics are still up 2.5x and 5.5x YoY

unfortunately taking down the other memory names after hours $Micron Tech(MU.US) $Sandisk(SNDK.US)

oil hitting $83 afterhours as we head into FOMC...just ugly headlines back and forth now

july has exhausted everyone 😂

Source: amit

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