Southern doubles long on SK hynix and Samsung Electronics—both jump 15%!



SK hynix finally gets to hold its head up! I have to say, the storage super cycle brought by AI really isn’t hype. With the earlier output cuts and supply controls from the big manufacturers, the supply-and-demand landscape will be completely reversed!

With this strong momentum, I feel truly at ease. This time, the storage sector has genuinely warmed back up—guys, this time we can finally get our positions back to profit, right? Next, just sit tight and wait for the earnings to be realized—still bullish! 💪📈
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ZenTrader
· 07-20 04:24
This AI wave is really something—storage is taking off, and guys, getting out of trouble is looking promising!
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RiskWillow
· 07-20 04:09
Production cuts and tighter supply control plus a surge in AI demand are indeed narrowing the supply-demand gap, but this rally is moving too fast—be careful of a pullback. In my opinion, don’t chase the highs in the short term; hold on to it for the long term.
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OutsiderOfZhiyuandao
· 07-20 03:30
I’ve been waiting from last year until now and finally I’m seeing light at the end of the tunnel. This round of coordinated gains from SK hynix and Samsung shows the market has already recognized the storage-cycle turning point. As long as future performance can deliver, breaking the previous high is no dream. Brothers, hold your positions and stay steady!
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