SKHYYSK Hynix (ADR)
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Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
SKHYY is neutral (0 bull · 0 bear)
SK Hynix is mentioned regarding its upcoming ADR timeline conversion on July 29th and potential premium convergence.
Last spoke: 07/18/2026, 04:55 · no conviction
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View History (2, newest first)
- @syl_52 I'm not posting anything actionable here. Just giving people a heads up on about ADR timeline conversion for SK Hynix on the 29th. And that it's likely premiums might converge if institutions decide to arbitrage.
- $EWY 32% IV into 58% IV expansion trade. Into underlying SK Hynix / Samsung increase way ITM. Was such a goated call? (~383% return) Had way too many great ideas this year… Still super proud of predicting South Korea index volatility increase due to memory concentration https://t.co/Kjur1bdKp7
Ongoing takes on other optical names too
Beyond SKHYY, his viewpoint library also covers: