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Invesco QQQ Trust Series 1

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods quarterly results, including a revenue miss and weaker crypto activity, have driven a post-earnings selloff despite record revenue and growth in other businesses. Traders are split between calling the reaction an overreaction and buying the dip on growth in options and prediction markets, versus concerns about profitability, valuation and slowing crypto activity.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynixs record quarterly results, substantial shareholder-return plans and outlook for tight AI-memory supply are driving attention. Traders largely see the report as bullish for SK Hynix and memory peers, though some question the muted share reaction and warn that strong results may reflect a cyclical peak.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates stronger-than-expected quarterly results and raised outlook are dominating discussion, but the stocks post-earnings selloff has divided traders: some see profit-taking after high expectations and slowing margin growth, while others view it as an overreaction and emphasize AI-driven storage demand.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

BlackRocks disclosure of an increased stake in SELLAS has drawn attention, with many traders viewing it as bullish positioning ahead of the Phase 3 REGAL AML trials final event and data readout. Others caution that the stake may reflect passive index holdings, while the trial outcome and buyout or partnership speculation remain unconfirmed.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Attention centers on the anticipated completion of Compass Pathways rolling NDA submission for COMP360, its investigational psilocybin therapy for treatment-resistant depression, and the prospect of an accelerated FDA review. Traders are optimistic about the approaching regulatory milestone but frustrated by the filing wait and volatile share-price decline, with some questioning whether the catalyst is already priced in.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is drawing attention after a sharp price rally, with traders celebrating renewed meme-coin momentum and discussing a breakout and competition with SHIB. Others caution that the move may fade, pointing to volatility, resistance, and concerns about low-volume or pump-and-dump trading.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings report is the dominant focus, with traders weighing whether strong cloud growth and AI monetization can offset concerns about heavy AI capital spending and possible weakness in search. Bullish traders expect a strong report and see the recent pullback as an opportunity, while bears fear rising costs and search pressure could weigh on results and the stock.

Valero Energy Corp. engages in the manufacture and marketing of transportation fuels and other petrochemical products. It operates through the following business segments: Refining, Ethanol and Renewable Diesel. The Refining segment consists of refining operations, associated marketing activities, and logistics assets that support its refining operations. The Ethanol segment includes its ethanol operations, associated marketing activities, and logistics assets that support its ethanol operations. The Renewable Diesel covers the operations of Diamond Green Diesel Holdings LLC. The company was founded in 1980 and is headquartered in San Antonio, TX.

Valero Energy Corp.

Valero is selling off with other refiners as traders reassess unusually strong refining margins amid peace-talk headlines and a reported Russian diesel shipment to New York, while crude fell much less than refinery stocks. The community is debating whether this marks an unwind of the conflict-driven margin trade or a temporary, headline-driven pullback.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings Q3 loss missed expectations, while managements slower 737 production ramp and delayed cash-flow recovery outlook heightened concerns that its turnaround will take longer. Traders largely criticized management and sold the sharp drop, while others called it an overreaction and pointed to Boeings backlog and defense business as reasons to buy the dip.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Pre-earnings positioning centers on whether AWS growth can sustain its recent acceleration and justify Amazons heavy AI and data-center investment. Traders are split between optimism about strong cloud demand and capacity bookings, and concern that rising capex could pressure free cash flow and weigh on the stock.

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Why Is SKHY Stock Surging Over 6% In Overnight Trading?

The move appears tied to SK Hynixs record third-quarter results, which beat expectations on strong AI-memory demand, alongside its plan to return about 100 trillion won to shareholders. The company also said DRAM and HBM supply is sold out through 2029, with shortages expected to persist through 2030.

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory 

Equity

Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

SK Hynix (SKHY) Stock Climbs In Pre-Market: Here's What You Should Know

SK Hynix shares rise 2.78% premarket after reporting third-quarter revenue of $78.23 billion and an 80% operating margin.read more...

SK Hynix Earnings Surge Drives Tech Stocks Higher

SK Hynix Earnings Surge Drives Tech Stocks Higher...

SK Hynix Profit Beat Adds Fuel to AI Rebound Trade

SK Hynix Profit Beat Adds Fuel to AI Rebound Trade...

SK Hynix Earnings Up In Q3; Shares Surge

(RTTNews) - SK hynix Inc. (000660.KS), A South Korean semiconductor manufacturer, on Tuesday reported higher net income in the third quarter of 2026 compared with the previous year...

SK Hynix posted a stronger-than-expected seven-fold surge in operating profit and unveiled a shareholder return program for 2026 worth $75 billion.


Jim Cramer Says Micron Shouldn't Follow 'Whatever' SK Hynix Does As MU Shares Jump After Hours: 'I'm Hoping The Linkage Ends One Day'

Micron Technology shares rise 1.37% after hours as Jim Cramer highlights their close tracking of SK Hynix.read more...

Dow, S&P 500, Nasdaq Futures Mixed Ahead Of Key Tech Results, Fed Rate Decision: SKHY, HOOD, BA, ENPH In Focus

On Tuesday, markets edged higher after Broadcom announced that a group of banks would provide $63 billion in financing to purchase its chips and networking solutions for Anthropic.

SK Hynix Shares Spike in Seoul as Q3 Profit Jumps More Than 7-Fold: Memory Giant Plans $75 Billion in Shareholder Returns

SK hynix's Q3 profit jumped more than sevenfold and beat estimates, with higher memory prices and AI server demand fueling the surge.read more...

SK Hynix, Boeing, SoFi, Seagate and Robinhood: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices closed higher on Tuesday, with the Dow Jones Industrial Average edging up 0.03% to 52,377.57.read more...

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Innes said scarce HBM is helping SK Hynix collect profits, while tech giants face pressure to justify AI spending.</li><li>Long-term agreements with 14 major customers cover more than half of production capacity for 2027 and 2028.</li><li>SK Hynix said DRAM and HBM supply is sold out until 2029, with memory shortages expected through 2030.</li></ul>U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scrutiny over their spending.<a href="https://stocktwits.com/symbol/SKHY">SKHY shares</a> rose 2% to $145.36 but are still down 21% for October.<h2 class="st-heading-2">SK Hynix Cashes In On AI’s Spending Spree</h2>“Right now, SK Hynix is still sitting at the toll booth, and the cash machine is humming,” Innes said on his Substack. He added that high-bandwidth memory (HBM) has become key to AI performance, boosting the Nvidia supplier’s pricing power as customers compete for limited supply.“Memory used to sit at the back of the technology factory. AI has dragged it to the front gate and handed it the keys,” he said. This puts SK Hynix in a different position from companies pouring money into AI models and data centers, Innes said. Model developers must find ways to monetize their services, while infrastructure operators face hefty power, financing and depreciation costs. The memory maker is already collecting revenue from a component they need.“SK Hynix sits on the other side of that cheque. It is already getting paid,” he said, adding: “Scarcity has a wonderful way of simplifying the income statement.”<h2 class="st-heading-2">Innes: Multiyear Deals Could Cushion The Cycle</h2>For Innes, the bigger story is in the years of production SK Hynix is securing under contract, potentially softening the pricing downturns that have historically followed memory-industry expansions.The company has signed long-term agreements with 14 major customers that cover more than half of its production capacity for 2027 and 2028. The contracts typically run five years, with extensions under discussion and prices allowed to move within agreed ranges. SK Hynix said its DRAM and HBM supply is sold out until 2029, with HBM demand double what it can supply. It expects shortages to persist through 2030.“Those contracts will not kill the cycle. Nothing kills the memory cycle. But they may blunt its teeth,” Innes said. The visibility reinforces his bigger argument that investors should distinguish between companies financing the AI buildout and those already profiting from it.“The AI trade is increasingly separating into winners who consume capital and winners who harvest it,” he said.<h2 class="st-heading-2">Can SK Hynix Defend Its Pricing Power?</h2>However, Innes warned that exceptional profits will draw more competition, with Samsung and Micron expanding their HBM businesses and SK Hynix adding capacity at Yongin. “The semiconductor industry has never met a fat margin it did not eventually try to murder with new capacity,” he wrote.For Innes, the question is how long AI demand, manufacturing complexity and multiyear contracts can protect pricing power as supply grows. He argued that delivering on HBM4, securing Nvidia qualification, and maintaining spending discipline will become increasingly important. “Eventually, enough new roads will be built around the bottleneck,” he added.<h2 class="st-heading-2">SKHY Q3 Review</h2>SK Hynix’s <a href="https://stocktwits.com/news-articles/markets/equity/why-is-skhy-stock-surging-over-6-in-overnight-trading/cZU9byrRB6J">third-quarter (Q3)</a> revenue rose 328% to 104.6 trillion won ($78.2 billion), while operating profit surged 632% to 83.3 trillion won, for an operating margin of 80%.SK Hynix outlined about 100 trillion won in full-year shareholder returns through dividends, buybacks and cancellations, including previously announced repurchases. Special dividends will distribute most gains from its Kioxia investment.Net cash reached 98.7 trillion won, supporting further investment alongside shareholder payouts. The company expects HBM4 to surpass HBM3E in shipment volume and revenue in the fourth quarter.<h2 class="st-heading-2">How Do Retail Traders Feel About SKHY?</h2>On Stocktwits, retail sentiment for SKHY jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 290% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/skhy_ss_27fa5dcd0c.png" alt="skhy ss.png" width="649" height="333"><figcaption>SKHY sentiment and message volume as of October 28 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FatmanEZ/message/667509344">said</a>, “$SKHY Glorious AI euphoria trade rages on. FOMO momo is now going to drag these way higher. Everyone “missed the dip” on HF”<stembedurl>https://stocktwits.com/FatmanEZ/message/667509344</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DragonOfBosnia/message/667496426">said</a>, “$SKHY these memory stocks are gonna be good for another two years easy, release the news”<stembedurl>https://stocktwits.com/DragonOfBosnia/message/667496426</stembedurl>U.S.-listed shares of SK Hynix have declined 13% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-blackrock-stake-spotlight-bruising-selloff/cZU9dwkRB6L">ASTS Stock Logs Best Day In Nearly A Month — BlackRock’s Stake Takes Spotlight After Bruising Selloff&nbsp;</a>

 In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen. 

U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scru

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory

Micron Technology Inc

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

Samsung Electronics

$SNDK

$STX

$SKHY

Memory stocks have been one of the market's most volatile trades this year and are down sharply in recent weeks. Which are you most interested in buying or adding to on this pullback? Vote and explain your reasoning in the comments.

Which memory stock are you most tempted to buy on the pullback: $MU, $SNDK, $STX, or $SKHY? 
 
Drop a comment if you prefer $DRAM or another memory play.

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Sandisk Corp

Roundhill ETF Trust - Roundhill Memory ETF

Which memory stock are you most tempted to buy on the pullback: 

Stocktwits Polls

AI infrastructure demand is driving record revenues and multi-year supply shortages that experts suggest have ended the traditional cyclical memory trade.

The company has committed a massive $75 billion for shareholder returns through dividends and share cancellations to capitalize on massive cash flows.

Production capacity for critical DRAM and HBM chips is already fully booked through 2029, creating a tight supply chain environment well into 2030.

A powerful sector repricing is rippling from South Korea as massive overnight volume and local buying defend post-earnings highs against global shorts.

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