SK Hynix (Backpack Securities) (SKHY) News

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Earnings & macro events to watch for the week of September 14. ▸ Earnings: $TCOM $LEN $PLAY $HITI ▸ Macro: US retail sales, Fed rate decision + projections, Fed press conference, BoE & BoJ rate decisions Full market calendar → https://t.co/RjNtk92UMk https://t.co/ByFTlMTX64

Fundamental investors, this one’s for you 🫡

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The memory disrespect is getting kinda silly. Cyclical my ass, the landscape and industry has changed. The most scarce bottleneck in the AI trade. Just a matter of time before price catches up to valuations. Next leg up will be violent. $MU $SNDK $SKHY $STX $WDC $SIMO

Friendly reminder, the following semi related names currently from ATH: • $NVDA -10.3% • $AMD -20.1% • $MU -25.5% • $MRVL -32.8% • $ASML -15% • $TXN -9% • $ADI -15% • $QCOM -27.4% • $SKHY -12.5% • $TSM -13.6% Some great companies out here 🤙🏽 $SMH | $SOXX

10 stocks I’m watching closely through 2030: $NBIS — Nebius $NOW — ServiceNow $RDW — Redwire $PLTR — Palantir $RKLB — Rocket Lab $ORCL — Oracle $ASTS — AST SpaceMobile $ONDS — Ondas $ZETA — Zeta Global $SKHY — SK hynix The common thread? AI infrastructure. Software. Semiconductors. Space & defense technology. I’m watching earnings, contracts, valuation, cash flow, and technical breakouts. Save the list. Do your own research. Follow + turn on notifications for the next update.

Futures green into the open. $ES +0.2-0.3%, $NQ +0.4-0.6%, $YM +0.2%. Oil fading a bit, 10-year off those 5% highs. Market’s catching a bid. Yesterday sucked. $SPX -0.45%, $COMP -0.78%, $DJI -0.63%. Yields ripping to crisis-era highs plus $100+ oil just wrecked sentiment. Today is Fed Day. 2pm decision. 92% odds they hike 25bps to 3.75-4.00%. Then Warsh talks. That’s the whole game. One-and-done… or the start of another cycle? $INTC and $SKHY ripping on that U.S. chip plant rumor. $JBHT getting crushed after the Q3 warning. Oil still over $100. Geopolitics still messy. Don’t front-run the presser. Wait for Warsh. $SPY $QQQ $DIA #FOMC #FedDay

Amazon $AMZN →is a $400 stock TSMC $TSM→ is a $700 stock Western Digital $WDC → is a $1,000 stock SK Hynix $SKHY→ is a $325 stock Robinhood $OOD → is a $200 stock ASML $ASML→ is a $3,000 stock CoreWeave $CRV → is a $150 stock Wake up people.

Sep 14 Trade Recap 🔥 $GOOGL 350C 0.10 -> 0.70 (+600%) ⚡️ $OKTA 180C 3.41 -> 11.40 (+234%) 🚀 $NVDA 212.5C 0.39 -> 0.48 (+23%) $CRCL 100C 4.58 -> 5.10 (+11%) $SKHY 180C breakeven $SPX 7580P breakeven $SPX 7610C 4.35 -> 10.10 (+132%) 🔥 $TSLA 370C 1.60 -> 2.00 (+25%) $AAPL 335C stopped $SPX 7590P roll up failed $SPX 7620C 2.00 -> 3.80 (+90%) $SPX 7610C 6.70 -> 10.00 (+49%)

Futures had a Fed hike on Wednesday at about 86% this morning, so I went back six months to see which parts of the AI supply chain actually trade on the 10-year. Test and memory do, $TER $FORM $MU. Optics mostly doesn't, and that matters for reading today. The 10-year went from 4.05% on March 2 to 4.975% at Friday's close, the top of that range. In those six months it rose 5bp or more on 19 sessions. I took each layer we follow and averaged its move on those 19 days, equal weight across the names. Test came out worst at -2.5%. Memory -2.4%. Packaging, which for us is just $AMKR, -1.8%. Neoclouds -1.7%. Interconnect -1.5%. Power and $NVDA both -1.2%. On the same days the Nasdaq-100 averaged -0.9% and the S&P -0.7%. Then the ones that barely cared. Optics -0.5%, cybersecurity -0.4%, the four hyperscalers -0.4%. The neoclouds I'd have guessed, since they fund GPUs with debt. Test at the top I can't give you a clean reason for. It's two names with big swings of their own, so I'd call it a tendency and nothing firmer. Now today. At 3:14 p.m. the 10-year is 4.963%, about a basis point below Friday. Brent went to about $109 this morning and is back near $105. Rates didn't move, and optics is still down 10.3% on average with test down 9.9%. Whatever is hitting optics today, it isn't the 10-year. For Wednesday the decision itself is mostly priced. What I'm watching is where the 10-year closes afterward. If Fed Chair Kevin Warsh leaves room for more than one and it closes through 5%, the last six months say test, memory and the neoclouds take it first. Optics has a different problem this week. This is 19 days and a simple average, not a model. Other news lands on the same days, some layers are one or two names, and $SKHY has only traded in New York since July. What would change my read: optics falling hard on Wednesday on nothing but a jump in yields. That would mean rates have become its problem too.

Fed week Monday watchlist check. $SPX gapped under 7620 at the open, so the bear side is live. 7594 low so far, 7580 is the target, 7636 is the line. $ORCL gapped straight through 150 and tagged the 145 target at the open. $DELL and $SKHY gapped down hard. Those longs are nowhere near their triggers, so we wait. Which one were you watching?

📈 WALL STREET SAID: TECH, YOU’RE UP. 👀🔥 $BE : +6.62% 🚀 $MRVL : +4.09% $GOOG : +1.50% $TSM : +1.15% $SKHY: +1.01% $MSFT : +0.62% Meanwhile: $STX : -3.78% 💀 $LITE : -0.91% Tech isn’t moving together today — money is picking favorites. 😂 Me trying to find tomorrow’s +6% stock before everyone else: “Enhance… zoom… ENHANCE.” 🔍😭 Which one are you watching? 👀👇

📋Precision Options Club – Watchlist 🔴 $SPX 7500P below 7581🎯 7540, 7500 🛑 7605 🟢 $SPX 7750C above 7700🎯 7755, 7790 🛑 7670 🟢 $DELL 600C above 567🎯 595, 605 🛑 561 🟢 $AAPL 340C above 335🎯 340, 345 🛑 331 🔴 $ORCL 145P below 150 🎯 147, 145 🛑 151.50 🟢 $SKHY 200C above 194.80 🎯 198, 202 🛑 192 🟢 $SPCX 160C above 155 🎯 158, 161 🛑 153 Manage your risk and trade safe...

Fed week map in 24 seconds. $DELL $ORCL $SKHY $SPCX $SPX 4 longs, 1 short... Wednesday at 2pm decides all of it. Full levels and thesis in the charts below 👇

Overnight. Salamanca did, Salamanca money, Salamanca blood $MU -4% $SNDK -5% $SKHY -5% But again, $spx coughed out -8% return during 2022 September of midterm election. Oil was flowing through Hormuz only. Now we gat inflation plus Iran war combo. How big will be the cough?

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