🌟🌟🌟 $Intel(INTC)$ skyrocket

🌟🌟🌟 $Intel(INTC)$ skyrocketed another 7.67% today, building a massive momentum on top of yesterday's 4.03% jump. $SK hynix(SKHY)$ is reportedly in advance talks to manufacture memory chips on US soil for the first time.

The plan is for Hynix to lease a big chunk of Intel's Ohio plant or they team up with Intel & Big Tech hyperscalers to form a huge memory producing joint venture.

Investors are faced with a dilemma: to buy Intel now or wait for the actual deal to be signed:

The Believers: Buy now

If Hynix moves into Intel's Ohio plant, it validates Intel's manufacturing capabilities. Waiting for signature may mean missing out on Intel's valuation re-rating.

The Realists: Waiting until the contract is signed

Shortly after the rumour broke, Hynix said that nothing has been finalised. This deal needs the approval of S Korea's authorities.

My Take: I would wait until the order has been signed. I prefer to invest in $VanEck Semiconductor ETF(SMH)$ instead.

@TigerStars

Modified in.09-18 09:48

Memory Prices Up Over 500% — Does That Still Count as Good News?

Memory rallied Thursday on a line from Intel's CEO: memory prices are up more than 500%. Micron +5.50% to $977.50, SanDisk +6.21% to $1,614.39, SK Hynix +4.64% to $182.99. Intel led them all, +7.67% to $108.80, on a second day of the SK Hynix foundry reports, which several outlets say is still not a deal. Wednesday the foundry rose 4% and memory sat still; Thursday memory caught up. Worth noting who said it. The 500% is a buyer describing what it now pays, not a seller reporting what it now earns. Same sentence, read as a cost complaint and as a bull case. Which is it?

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I prefer to invest in <a href=\"https://ttm.financial/S/SMH\"> $VanEck Semiconductor ETF(SMH)$ </a>instead.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/85fda770f2f5b0de6db21d660e5ff619\"></t-t><img src=\"https://community-static.tradeup.com/news/85fda770f2f5b0de6db21d660e5ff619\" tg-width=\"0\" tg-height=\"0\"></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a>skyrocketed another 7.67% today, building a massive momentum on top of yesterday's 4.03% jump.&nbsp; <a href=\"https://ttm.financial/S/SKHY\"> $SK hynix(SKHY)$ </a>is reportedly in advance talks to manufacture memory chips on US soil for the first time.\n\nThe plan is for Hynix to lease a big chunk of Intel's Ohio plant or they team up with Intel &amp; Big Tech hyperscalers to form a huge memory producing joint venture.\nInvestors are faced with a dilemma: to buy Intel now or wait for the actual deal to be signed:\nThe Believers: Buy now\nIf Hynix moves into Intel's Ohio plant, it validates Intel's manufacturing capabilities.&nbsp; Waiting for signature may mean missing out on Intel's valuation re-rating.\nThe Realists: Waiting until the contract is signed\nShortly after the rumour broke, Hynix said that nothing has been finalised.&nbsp; This deal needs the approval of S Korea's authorities.\nMy Take: I would wait until the order has been signed. I prefer to invest in <a href=\"https://ttm.financial/S/SMH\"> $VanEck Semiconductor ETF(SMH)$ </a>instead.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/85fda770f2f5b0de6db21d660e5ff619\"></t-t><img src=\"https://community-static.tradeup.com/news/85fda770f2f5b0de6db21d660e5ff619\" tg-width=\"0\" tg-height=\"0\"></body></html>","text":"🌟🌟🌟 $Intel(INTC)$ skyrocketed another 7.67% today, building a massive momentum on top of yesterday's 4.03% jump. $SK hynix(SKHY)$ is reportedly in advance talks to manufacture memory chips on US soil for the first time. The plan is for Hynix to lease a big chunk of Intel's Ohio plant or they team up with Intel & Big Tech hyperscalers to form a huge memory producing joint venture. Investors are faced with a dilemma: to buy Intel now or wait for the actual deal to be signed: The Believers: Buy now If Hynix moves into Intel's Ohio plant, it validates Intel's manufacturing capabilities. Waiting for signature may mean missing out on Intel's valuation re-rating. The Realists: Waiting until the contract is signed Shortly after the rumour broke, Hynix said that nothing has been finalised. This deal needs the approval of S Korea's authorities. My Take: I would wait until the order has been signed. I prefer to invest in $VanEck Semiconductor ETF(SMH)$ instead. @TigerStars","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/608899029004792","repostId":0,"isVote":1,"tweetType":1,"viewCount":174,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMH","INTC","SKHY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":818,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608899029004792"}