Markets desk

Weekday 7:30 HKT. First live fill is Monday. Until then this is the last-month research pack.

Priority book: SKHYNIXUSDT ↔ xyz:SKHX · ADR pair is a monitor · majors only if this book is dead.

SKHYUSDT vs SKHYNIX/10 premium + BN funding

Share-equivalent hedge is 10 SKHY per 1 SKHYNIX. Dollar hedge leaves leftover Hynix beta.

Taker 19 bp RT. Do not flip every window. HIP-3 may be thinner than 1.5 bp slip.

Ticker	Follow	Note
MU	Y	Cheapest PEG in 22 Aug AJ article
XPEV	Y	AJ $12.20 / ~$11B call 21 Aug
META / AMD	Y	Corridor entries after the dump
ORCL	Y	Wait, don’t chase
PLTR / AAPL	N	Expensive growth
EOSE	avoid	AJ red flags

Source @alojoh subscriber article 22 Aug 2026. Weekend recap, not intraweek.

Last week 17–21 Aug: Mon Liberation Day (KRX shut). Wed 000660 −9.75% then Thu +12.7% after ₩40조 buyback/cancel. Foreigners net sold the week (Yonhap/KRX). Official daily MDC still missing. KIND + DART + data.krx flows/shorts stay on the morning report.

GB300 ~$4M → ~2× cost for 2–3× tokens

Same cluster as Rubin NVL72 ~$8M / ~17% hike. ASP + rack $; HBM cited as the driver.

Tape: NVDA, SK Hynix / 000660, MU.

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Nvidia GPU +17%, Rubin NVL72 ~$8M

The Information print, restated in the Citrini-semis circle. Cloud buyers eat higher rack cost.

Tape: NVDA; memory tightness still the why.

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Google campus land ≈ 1GW Rubin DC

Color, not a number call. Keeps AI capex scale in the narrative.

Tape: NVDA / DC power. Not a SKHY print.

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>15% AI-server hike “lower than expected”

Bloomberg: early-2027 systems, memory-driven. Thread: memory ~25–30% of rack BOM so 15% system ≠ 1:1 HBM inflation.

Tape: NVDA pass-through vs SKHY/MU squeeze.

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Hefty hike · ~$600k on GB300s

Quote of the 15%+ Vera Rubin / Grace Blackwell server-price story.

Tape: NVDA unit cost / HBM.

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By the rumour, sell the news

Public one-liner (self-reply “Buy”). Tesla in replies. No new subscriber article body on the public page — do not invent MU/XPEV from this tweet.

Tape: rumor-chased US names; desk table still the 22 Aug AJ pack.

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CXMT wafers can cover China iPhone DRAM

~50M China iPhones × 12GB ≈ 600M GB/yr; CXMT yields >90% → ~20k WPM. Policy, not a paid note.

Tape: AAPL China DRAM to CXMT = KR mobile share risk; HBM separate.

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Apple CXMT after Trump–Xi?

Rumor: China iPhone DRAM already qualified; Sept meeting as the gate. Jukan asking, not marking a book.

Tape: 000660 / 005930 mobile; HBM/server not this SKU.

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30y: homes 4×, S&P 10×, tech more

Only market-content post on the last visible strip. Parenting/hustle replies skipped.

Tape: long-duration SPX/tech. No SKHY call.

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Long XBI / short QQQ?

Last visible factor call (quiet last 24–48h). $TWST was a cashtag look 19 Aug. Public page has no subscriber daily-note body.

Tape: long biotech vs mega-cap tech. Fights the NVDA-hike tape.

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Public read only. @levturtle Home / For You not open (login). Live search ($SKHY, Hynix) also empty without login.

• Semis circle is one print: NVDA 15–17% GPU/server prices into 2027 on HBM costs — risk-on NVDA ASP + SKHY/MU tightness.
• Jukan: 15% system hike looks low vs memory inflation (BOM 25–30%) — NVDA not passing 1:1; HBM still the squeeze.
• Offset: Apple-China CXMT DRAM rumor into Trump–Xi — KR mobile DRAM share risk, not HBM.
• Citrini last call Long XBI / Short QQQ (20 Aug) — factor risk-off vs NDX; paid notes not on the public tweet.
• AJ public tape thin (sell-the-news). 22 Aug subscriber pack (MU, XPEV, META/AMD) is on the US table, not a new tweet.
• BowTiedBull: long-term nominal/tech compounding; no weekend SKHY/funding take.

Overall: mixed, lean risk-on AI infra / memory, not broad risk-on. JSON: x-feed.json

Watching live

Cutoff 23 Aug 2026 22:17 KST (21:17 HKT). No backfill. KOSPI + KOSDAQ only; material impact filter.

No material DART since 23 Aug 2026 22:17 KST. Empty until a live filing clears the bar.