Desk — SKHY / research

Morning report stub

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.

SK Hynix map

Korea line

000660 / SKHYNIX / xyz:SKHX

KRX cash · BN tradfi perp · HL HIP-3. Last month BN funding sum +3.40%, HL +2.02% (23 Jul–22 Aug UTC). Sit short rich perp / long other leg paid ~$1.4k on $80k after one RT.

ADR line

SKHY / xyz:SKHY

1 ADS = 0.1 share. BN vs SKHYNIX/10 premium median +34.7% last month (min 20%, max 43%). Funding almost flat. Do not mix scales with SKHX.

SKHYUSDT vs SKHYNIX/10 premium + BN funding

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

BN vs HL (Korea pair)

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

US / AJ

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.

Korea / KRX

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.

X · priority

Five handles only · public x.com profiles · 23 Aug 2026 21:25 HKT. Home timeline not visible (login wall). Pins/lifestyle skipped.

bullishZephyr @zephyr_z9 · 23 Aug 19:52 HKT

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.

bullishJukan @jukan05 · 23 Aug 15:07 HKT

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.

bullishJukan @jukan05 · 23 Aug 08:48 HKT

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.

mixedJukan @jukan05 · 23 Aug 03:41 HKT

>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.

bullishZephyr @zephyr_z9 · 23 Aug 03:27 HKT

Hefty hike · ~$600k on GB300s

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

Tape: NVDA unit cost / HBM.

mixedAJ @alojoh · 23 Aug 00:42 HKT

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.

mixedZephyr @zephyr_z9 · 22 Aug 23:40 HKT

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.

mixedJukan @jukan05 · 22 Aug 23:14 HKT

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.

bullishBowTiedBull @BowTiedBull · 23 Aug 09:55 HKT

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.

mixedCitrini @citrini · 20 Aug 10:46 HKT

Long XBI Short QQQ?

Exact public text (one-line question). Status 2090269120428191794 · 19 Aug 7:46 PM US / 20 Aug 10:46 HKT. Confirmed on logged-in Chrome.

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

X · tape sentiment

mixed confidence medium · home_available=true · @levturtle Chrome

Home (For you + Following) scraped from logged-in box Chrome. Culture-war / lifestyle skipped.

@Midnight_Captl: crowding the next SNDK / MU / SKHY 6000% bottleneck; he says the Street comes back to NVDA as the king. Bullish NVDA, late-lottery caution on HBM names.
@StockSavvyShay: Citizens Bank ~87% IRR on $TSLA robotaxi even at ~$100k/vehicle (driver off >50% ride cost).
Following FSD cluster (@ray4tesla, @herbertong): latest FSD in LA “blown away”; remaining crashes as edge cases. Soft TSLA.
Zephyr on Home: “extremely surprised by the size of the model” — scale color, no ticker.
@TylerDurden: FOMO / missed-the-bottom is a mug’s game — tactical caution.
Schwab Crypto accounts (BTC/ETH) promo on For you — product, not a price call.
Citrini exact text confirmed: “Long XBI Short QQQ?”
Priority public tape unchanged: NVDA 15–17% hike / HBM squeeze vs CXMT iPhone DRAM rumor.

Overall: mixed. Home lean = NVDA-over-bottleneck + TSLA autonomy, still XBI/QQQ factor hedge. JSON: x-feed.json

DART · material KR

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.