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What’s the point of a 2x leveraged long on the South? I’m 25x leveraged short.
SK Hynix’s primary listed stock continues to run leveraged liquidation—no impact on the basic logic of storage; in the short term, a valuation dip is exactly what gives people an opportunity to get on board.
Yesterday I checked the holdings of a big-shot A-share investor with 100 million yuan—every holding was a storage stock. Even that 100 million yuan hasn’t moved, so why should our small amounts move?