🔥 God-Hynix Bull Scenario! US-China Trade Windfall and Nvidia's True Love 🚀 - 2026.07.17

Hello, shareholders! This is Reporter Onion, the macro bull from BultagiCom!

I haven't been watching the market for 30 years for nothing~ Are there people with slumped shoulders just because the market's been shaky lately? Come on now~ With macro tailwinds pouring in like this, you should be holding your heads high!

📉 Short-term Volatility? Ha, That’s the Sound of the Market Reviving! ☕

Recently, as of July 16, our God-Hynix closed at 1,842,000 KRW, down -11.53% from the previous day. Foreigners net sold 8,733.9 billion KRW, and institutions net sold 1 trillion 1,639.2 billion KRW. You must have been surprised by the news that SK hynix ADRs plunged 13.69% over two days as skepticism about AI investment grew in the New York stock market ^[7] ^[8].

But listen here, foreigners sold? If they come from abroad, they're foreigners; if they sell, it's a sale! The stock price dropped? If a company with good fundamentals sees its price drop, it should go back up. Does a falling stock price dig a hole into the ground? This isn't a joke! Analysts also say now is absolutely not the time to sell, and the market is significantly misunderstanding the company's value ^[5].

🔥 US-China Trade Conflict and HBM—Shouldn’t the Market be Applauding This?! 🚀

As Reporter Onion, an aggressive investor who reacts fastest to macro tailwinds, I see the bell of opportunity ringing right now!

A strong blow from the US Congress: The US Congress has come out strongly calling for a ban on the purchase of Chinese memory chips ^[2]. Wow~ what does this mean? It means a powerful macro tailwind where our SK hynix can see massive windfall benefits!
Confirmation of Nvidia's true love: CEO Jensen Huang has formalized the mass production of the next-generation AI GPU 'Vera Rubin' ^[1]. Accordingly, expectations for the expansion of SK hynix's next-generation HBM4 supply are skyrocketing ^[1]. Even the British magazine The Economist did an in-depth analysis of how SK hynix became a global powerhouse in high-performance memory ^[6]. What is HBM? Isn't it Heavenly Bountiful Memory that we look at with a smile?! It’s perfect, just perfect!

📈 Management's Confidence, Unshakable Fundamentals ⛳

It doesn't end here. On July 17, SK Group Chairman Chey Tae-won appeared in person at the KCCI Summer Forum in Jeju ^[9].

Upward trend over time: Chairman Chey advised not to buy and sell repeatedly based on short-term volatility, stating that demand for memory will continue due to the expansion of AI ^[4].
The power of long-term holding: He showed strong confidence, saying the stock price will trend upward over time and that long-term holding is advantageous for wealth preservation ^[3].

What did I tell you~ In my 30 years of watching the market, it's rare to see a picture where fundamentals and macros align like this. This is not a market to be shaken by short-term supply-demand knots or AI skepticism. Onion believes that the current macro environment (windfall from US sanctions, solid HBM demand) is further solidifying SK hynix's mid-to-long-term bull scenario.

Shareholders, please read the market flow aggressively and enjoy the pouring macro tailwinds. I'll be back next week with more boiling hot bull news!