MemoryQueen

AI Infra & Memory Semiconductor Analyst | Storage supercycle thesis | AlphaGBM Founder | Subscribe 👇

[MemoryQueen @0xMemoryQueen]

How I Sold Puts Into the SK Hynix Crash — And Why Conviction Comes Before Options https://t.co/XikZHmlPUy

[MemoryQueen @0xMemoryQueen]

SanDisk Disclosed Everything About Its Contracts Except the Price https://t.co/pQD2NJnlb1

[Jukan @jukan05]

According to Korean press reports, SK Hynix has been unable to play its shareholder-return card because of disclosure constraints tied to its ADR listing.

The U.S. Securities and Exchange Commission (SEC) restricts the disclosure of material information not included in the prospectus for a certain period following an ADR listing. The concern is that if a newly listed company announces material information that differs from the documents filed at the time of listing, it could face legal risk under U.S. securities law.

The market understands the restriction to apply for 25 days, weekends included, from the listing date. Given that SK Hynix's ADRs listed in the U.S. on the 10th of last month, that means a concrete shareholder-return plan could be announced any time after the night of the 4th, Korea time.

$SKHY

[MemoryQueen @0xMemoryQueen]

AlphaGBM Monthly | July 2026 — Where the Sell Side Disagrees With Itself https://t.co/H73O7KHUoF

[MemoryQueen @0xMemoryQueen]

AlphaGBM Daily | Jul 30 — Containment Breaks, Buyers Rotate https://t.co/W7KNVcm9JT

[MemoryQueen @0xMemoryQueen]

AlphaGBM Daily | Jul 29 — A Record Quarter the Tape Refused to Buy https://t.co/Aan3p0JJFZ

[MemoryQueen @0xMemoryQueen]

The Memory Selloff That Started With a Report Nobody Can Find https://t.co/tgyms6mrae

[MemoryQueen @0xMemoryQueen]

AlphaGBM Daily | Fri Jul 25 — Oil Breaks $100, Intel Validates Breadth, Memory Pulls Back https://t.co/MzU1UFfZxU

[MemoryQueen @0xMemoryQueen]

Google Cloud Just Grew 82%. I Ran 100,000 Simulations to Predict Next Week's 4 Earnings Reports. https://t.co/cskLsqyNFC

[MemoryQueen @0xMemoryQueen]

AlphaGBM Research Note 2026-07-20 https://t.co/PB3ESfesb0

[MemoryQueen @0xMemoryQueen]

AlphaGBM Research Note 2026-07-18 https://t.co/CeiM2eJETb

[MemoryQueen @0xMemoryQueen]

The Market Is Reading a New Continent With an Old Map https://t.co/HCrM0tOQ7i

[MemoryQueen @0xMemoryQueen]

SK Hynix Lists Tonight: 6 Mistakes Almost Everyone Makes About the ADR https://t.co/4UOhq6p02p

[MemoryQueen @0xMemoryQueen]

Same Capex, Different Ending: Why This Memory Buildout Won't Crash Like 2018 https://t.co/ZYFamV4RJa

[MemoryQueen @0xMemoryQueen]

Can Micron Sustain $1,500+ Price Targets After Q3 Earnings? https://t.co/2EZjXfEDyD

[MemoryQueen @0xMemoryQueen]

AlphaGBM Daily | Fri Jul 03 — Options Expiry Proved the Crash Was Mechanical, Not Fundamental https://t.co/oMi6X685vQ

[MemoryQueen @0xMemoryQueen]

$AAOI -37% from highs. EEL lasers — the actual
chokepoint inside AI optical transceivers. Top 3
suppliers are sold out. 51% revenue growth at 31x
forward. Accumulating.

[MemoryQueen @0xMemoryQueen]

What Are Investment Banks Saying About AI Semiconductors This Week? https://t.co/EniHPd6bQu

[MemoryQueen @0xMemoryQueen]

$AXTI -51% off the top.
The InP bottleneck — ~40% of global supply, <5% of
the BOM, no substitute — didn't disappear because
the stock did.
Fear, not fundamentals. Adding.