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“optics being very early into the supercycle”
@aleabitoreddit · Serenity
Optical/photonics names are very early in an AI-driven supercycle, mirroring where memory was 3 months ago before a 200%+ run
LITELONG@ $871.73
$723.65-16.99%
since call Jun 18
“$EWY $132 -> $219 (+65.91%)”
@aleabitoreddit · Serenity
The Iran/LNG-driven KOSPI selloff was a buying opportunity not a structural break — AI memory demand fundamentally changed the 2026 setup vs 2022, and Korean tech equities continue re-rating higher.
EWYLONG@ $223.23
$157.23-29.57%
since call Jun 18
“SK Hynix 849K -> 2.685M KRW (+215.5%)”
@aleabitoreddit · Serenity
AI memory demand is unprecedented and hyperscalers are price-insensitive, meaning SK Hynix can pass all cost increases downstream with no demand relief until 2028.
SKHXLONGIDEA · NOT YET PRICED
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