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What’s the point of going 2x long in the south? I’m going 25x short.
SK Hynix’s underlying stock keeps getting aggressively de-leveraged, and it doesn’t affect the basic storage logic—just a short-term valuation dip that’s the perfect chance for people to hop on.
Yesterday I looked at a big shot’s holdings in 100 million A-shares—every single one was storage stocks. If even he with 100 million doesn’t move, what are we moving our petty change for?