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in postSHORT
“SK Hynix overtaking Samsung Electronics in market capitalization is being read as a market top signal.”
@jukan05
SK Hynix flipping Samsung in market cap reads as a market top signal — SKHX has run too far, too fast
SKHXSHORTIDEA · NOT YET PRICED
“Korean leverage trading has climbed to excessively high levels.”
@jukan05
KOSPI faces triple pressure: leverage excess, unrealized-gains tax threat, and MSCI DM exclusion — EWY falls
EWYSHORT@ $196.40
$156.79+20.17%
since call Jun 23
peak +26.1%
in postLONG
“With Samsung Electronics' earnings scale still exceeding that of SK Hynix, a reversal in market cap can be interpreted as a sign of market overheating.”
@jukan05
Samsung has a larger earnings base than SK Hynix yet trades at a lower market cap — a relative-value dislocation pointing to Samsung re-rating higher
SMSNLONGIDEA · NOT YET PRICED
in postSHORT
“Ahead of Micron's earnings, profit taking is underway, with talk that buyside expectations have become too elevated.”
@jukan05
Buyside expectations for Micron earnings are too elevated — profit taking into results risks a sell-the-news drop
MUSHORT@ $1,084.04
$815.58+24.77%
since call Jun 23
peak +32.8%
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