JC Mralc
570 posts


“WON’T $SKHY DRAG DOWN $MU?”
No.
They rally together.
And here’s why the people asking that are looking at it completely wrong👇🏽
First, kill the $COIN comparison. It’s not even close.
COINBASE was a company going public for the first time… a brand new public entity handing you shares and hoping for the best at the top of a hype cycle.
$SKHY is a $1 TRILLION, 40-year-old memory giant that is ALREADY public.
It trades in Seoul right now (000660). You could already get exposure through ETFs today.
This Nasdaq debut isn’t a private company cashing out at the peak… it’s SK Hynix walking into the deepest capital market on earth because the AI memory boom is barely getting started.
And the demand tells you everything.
Largest foreign listing in HISTORY.
Rivaling Saudi Aramco.
Priced at $149 an ADR and 7x oversubscribed.
That is not a bubble top begging for buyers.
That is a stampede to get IN.
Now the part everyone misses:
American companies get American multiples.
SK Hynix has been buried under the “Korea discount” for years.
#1 in HBM.
$NVDA favorite supplier. More HBM share than $MU And STILL priced cheap, purely because of WHERE it traded.
Put that exact company on the Nasdaq and it re-rates UP.
So ask yourself: when the #1 memory name in the world re-rates higher on US soil… what happens to the name sitting right next to it in the same comp group?
$MU has to follow. The whole group gets dragged UP, not down.
A higher SK multiple = a higher floor for Micron.
That’s not hope.
That’s how relative value works.
Look at the charts.
They are moving at the hip.
Don’t get it twisted.
Tomorrow, they both rally




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SWING TRADERS SWING FOR THE FENCES
$MUU $MU
Now remember I borrowed 250k from cousin Greg who wants his money back once he found out what I did with it
Hi 👋 Greg it’s for the good of humanity
So 250k of that isn’t mine, I think I’ll sell his portion EOD or EOW?
The plan was always July 10, so Greg just became a bag holder with me… or I’ll let the public decide

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IM PROUD TO BE AN AMURICAN
$MU $MUU
Micron Technology@MicronTech
Today marks a major milestone for Micron as we celebrate the first concrete pour at our Clay, New York fab and increase our planned U.S. investments to more than $250 billion through 2035. This investment will help advance our goal of producing 40% of Micron's DRAM in the U.S. while strengthening the domestic semiconductor ecosystem. It is expected to generate 50,000 jobs in New York, including 9,000 direct Micron jobs. As construction on the largest private investment in state history moves ahead in Central New York, we're helping build the future of American memory manufacturing. bit.ly/3SU0lIH
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