1. SK Hynix's US IPO came in 7x oversubscribed, sovereign wealth and long-only funds leading the book. $MU broke ground on a $9B HBM plant in Japan and Samsung just posted 1,902% YOY operating profit growth for Q2. The AI memory trade isn't retail noise anymore. If institutional demand holds, the whole HBM supply chain could stay bid. If this is the top of the hype cycle, there's a lot of late money in the boat.
2. $AAPL just signed a $30B+ chip design and production deal with $AVGO for custom silicon and wireless components. Real contract, not a rumor. Watch whether the semis complex gets a sympathy bid off this or whether it's already priced in.
3. Crowd mood today is buy everything and ask questions never. $NBIS dip buyers who loaded into a $143K drawdown from the peak might be catching the bounce, up 3.85% today. $BE up 4.36%, giving some relief to the margin call crowd. First-time poster making the case for $USAR and $MP as the rare earth play of the cycle, US government backed with production already in place. Could be early. Could be a crowded entry. Don't be a hero.
Aggregated and distilled by Two Sentence Traders. Not financial advice.