$SKHYNIX I think this drop is giving an opportunity; on the pullback, I’m inclined to go long. Korean media say Samsung and SK Group plan to pour $1.3 trillion into semiconductors over the next ten years, and the long-term logic is getting stronger. In the short term, this sell-off instead clears the selling pressure, and the funding rate has turned negative. If the price holds, a rebound and inflow could happen at any time. Don’t go all-in at once—watch the risk of a retracement. Go up only when the position is suitable.

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