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Latest · 2026-07-13

Independent Researchcross-asset Semiconductors Hardware Bottlenecks2026-07-13

SK Hynix Crashes 15% and Resets the Memory Trade

SK Hynix fell 15.4% in Monday trading in Seoul. The question is whether Friday's US logic bid survives the memory repricing.

$000660.KS $MU $NVDA $TSM $AVGO $WDC Octans Research

Independent Researchcross-asset AI Capex Semiconductors2026-07-13

Hyperscaler Capital Commitments Are Structurally Locked and Irreversible

Record infrastructure spending consumes the vast majority of operating cash flows, leaving platforms exposed to a prolonged monetization lag.

$MSFT $GOOGL $AMZN $META $NVDA $AMD $AVGO Octans Research

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2026-07-13