Hynix has fallen below $1,000.

Seeing that large holders have already started to show signs of anxiety.
Another wave of rapid plunge.
The leverage will be cleared soon enough.
Earlier, after Hynix’s earnings report was released, its actual revenue and profit were actually quite good.
But because it missed market expectations, the market didn’t rise—it fell sharply.
This shows that the valuation for AI hardware has been priced perfectly, with the tolerance level effectively set to zero—any slight imperfection will trigger the market to rush ahead.
It’s like someone who’s been perfectly defined: as long as they don’t meet expectations for the “good person,” they instantly become the “bad person.”
But one thing: the moat in storage is still there. Hynix’s net profit hit a historical high of 93.9 trillion, showing that pricing power is still in its own hands. So this drop isn’t about fundamentals turning bad—it’s because things were too crazy beforehand. This is because the short-term liquidity environment is too sensitive and fragile, leading to short-term valuation squeeze and spillover sell pressure.
In such extreme and highly consistent declines, it’s often an accelerator for washing the market.
Another round of rapid selling should be able to stabilize things.
Where exactly is the price low? I don’t know! But if you watch the order book often, you’ll catch the signals.
Check tonight’s Fed interest-rate decision and the guidance from the bedroom.
$SKHYNIX $MU $SNDK