Memory Stock Crash: SK Hynix vs Micron Play
Summary
Hollow Point Trading shares a new video analyzing the memory stock crash and why smart money is moving out. Coverage includes SK Hynix ADR dynamics, the SK Hynix vs Micron play, SOXX and device supplier rejections, and capex implications for tech names. This matters for members tracking sector rotation and trade setups.
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https://youtu.be/AJFW2f7r57k
Memory Stock CRASH:Smart Money Leaves, The SK Hynix VS MICRON Playb...
⏱ CHAPTERS
0:00 Sitrep — the close, the put wall, the NASDAQ 55
2:10 The Beachhead — SK Hynix ADR ($149, SKHY, $28–30B, oversubscribed)
5:30 The TSM template — why ADRs eat the country ETF (EWY / KORU)
8:15 Stopped dead — SOXX, KLAC, Lam Research all reject the 12/22
11:00 The capex head-fake — Meta's 3 reinventions + gigawatt math...
