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HBM supply bottleneck persists; which four stocks benefit across CoWoS and foundry substitution?

K1,674,000.00$1,215.80

Name	Last Price	Change %	Last Price / Change %	Price Range	Action
MINIMAXMINIMAX-W 00100.HK	HK$351.92$44.89	+18.37%	HK$351.92+18.37%	$37.74$44.94	Details Trade
SOXS Closed Direxion Daily Semiconductor Bear 3X ETF	$49.70$49.70	+9.88%	$49.70+9.88%	$45.23$49.83	Details Trade
AMZU Closed Direxion Daily AMZN Bull 2X Shares	$39.60$39.60	+7.90%	$39.60+7.90%	$36.34$39.69	Details Trade
ZHIPUZhiPu 02513.HK	HK$1,165.88$148.71	+7.64%	HK$1,165.88+7.64%	$129.64$148.71	Details Trade
COCOA Closed Cocoa	$6,595$6,595	+6.40%	$6,595+6.40%	$5,733$6,596	Details Trade
WEN Closed Wendy's Co	$8.27$8.27	+6.02%	$8.27+6.02%	$7.78$9.09	Details Trade
WDAY Closed Workday Inc - Class A	$204.04$204.04	+5.19%	$204.04+5.19%	$189.09$205.73	Details Trade
LULU Closed Lululemon	$120.46$120.46	+4.78%	$120.46+4.78%	$114.88$120.96	Details Trade
NOW Closed ServiceNow Inc	$143.57$143.57	+4.50%	$143.57+4.50%	$123.51$143.87	Details Trade
DKNG Closed DraftKings（美国体育博彩龙头）	$25.22$25.22	+4.38%	$25.22+4.38%	$24.14$26.13	Details Trade
TZA Closed Direxion Daily Small Cap Bear 3X Shares	$39.89$39.89	+4.17%	$39.89+4.17%	$38.13$39.89	Details Trade
UMC Closed United Microelectronics Corp (ADRs)	$19.78$19.78	+3.94%	$19.78+3.94%	$18.73$20.27	Details Trade
AMZN Closed Amazon	$266.24$266.24	+3.90%	$266.24+3.90%	$255.02$266.78	Details Trade
TEAM Closed Atlassian	$190.42$190.42	+3.61%	$190.42+3.61%	$168.45$194.68	Details Trade
GGLL Closed Direxion Daily GOOGL Bull 2X Shares	$102.79$102.79	+3.58%	$102.79+3.58%	$98.92$103.91	Details Trade
SKHYNIX Closed SK Hynix Inc.	K1,674,000$1,216	+3.58%	K1,674,000+3.58%	$1,151$1,229	Details Trade
CHTR Closed Charter Communications Inc.	$153.54$153.54	+3.57%	$153.54+3.57%	$148.24$155.24	Details Trade
KBLAM建滔积层板01888.HK	HK$46.79$5.97	+3.54%	HK$46.79+3.54%	$4.90$5.97	Details Trade
EXPE Closed Expedia Group Inc	$328.82$328.82	+3.43%	$328.82+3.43%	$316.55$338.94	Details Trade
GT Closed Goodyear Tire & Rubber Co	$6.34$6.34	+3.42%	$6.34+3.42%	$6.02$6.49	Details Trade