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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.

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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-backedPrimary

Consider buying SanDisk as a proxy to play the memory chip boom without paying the IPO premium.

MUBullishMedium ConvictionSignal-backedPrimary

Consider buying Micron as a proxy to play the memory chip boom without paying the IPO premium.

SKHYNeutralMedium ConvictionSignal-backedPrimary

Avoid chasing the upcoming Nasdaq listing as it may be overhyped and prone to post-IPO price drops.

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