Source Post

The creator discusses the upcoming SK Hynix (SKHY) Nasdaq listing, cautioning against buying immediately du...

Jul 9, 2026

The creator discusses the upcoming SK Hynix (SKHY) Nasdaq listing, cautioning against buying immediately due to the risk of a post-pop drop, similar to past large foreign listings like Coupang and Alibaba. Instead, they suggest investing in proxies like Micron and Sandisk to capitalize on the AI memory boom without the listing day premium.

Linked Mentions

Tickers discussed in this post

BABANeutralLow ConvictionResearch Only

Alibaba is cited as another example of a large foreign listing that jumped initially but then dropped below its listing price within a year.

CPNGNeutralLow ConvictionResearch Only

Coupang is mentioned as a cautionary tale, having popped 40% on its IPO day but then falling 80% within 1.5 years.

SNDKBullishMedium ConvictionSignal-backedSecondary

Sandisk is recommended as a proxy investment to play the AI memory boom, likely to rally as SK Hynix hype builds.

MUBullishMedium ConvictionSignal-backedSecondary

Micron is recommended as a proxy investment to play the AI memory boom, likely to rally as SK Hynix hype builds.

SKHYNeutralMedium ConvictionSignal-backedPrimary

The creator advises holding off on buying SK Hynix's Nasdaq listing, suggesting it's better to invest in proxies like Micron and Sandisk instead.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.