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Just shorted Hynix ADR right around 180 and went all-in on the top position.
The logic is simple: that just-now surge was purely a CPI-positive boost, layered with the release of panic sentiment from Korean stocks this morning.
The rebound strength is about the same now—at most, they can push it up another 5%-10%.
Once it pops up, I’ll add to the short, damn it.
Short storage, long crypto—that’s the main storyline for this month.