Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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@citrini
Cite asCryptoQuant has tracked the directional calls on 000660 by @jukan05 on X since Jun 2025: not yet scored on 000660 (as of Nov 11, 2026).
Other assets covered (30)
Relative view by default: Jukan leans one way on 93% of days, so a softer or opposite tone stands out against their usual stance.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Samsung Electronics is down 11% and SK hynix is down 13.6% in Korean premarket trading.
View original →Meritz Securities (South Korea): Genuine demand reflected in orders received by memory chipmakers for 2027 and 2028 far exceeds their supply capacity. Even if the Democrats’ blue wave leads to some delays and adjustments, the supply shortage is unlikely to change materially. This year, the memory order fulfillment rate—available supply capacity relative to order volume—has remained in the low-to-mid 80% range, driving sharp increases in selling prices. The shortage is expected to worsen in 2027, with the fulfillment rate falling to around 80%. Meanwhile, during a recent visit to South Korea, OpenAI CEO Sam Altman asked SK hynix and Samsung Electronics to supply specialty memory, including HBM, for 2027–2030 in volumes beyond what they can accommodate.
View original →SK HYNIX IS IN TALKS TO LEASE PART OF INTEL’S FAB IN NEW ALBANY, OHIO, OR ESTABLISH A JOINT VENTURE WITH INTEL AND MAJOR U.S. CLOUD COMPANIES. INTEL’S OHIO FAB, KNOWN AS A FOUNDRY FACILITY, IS UNDERSTOOD TO HAVE ALREADY OBTAINED APPROVAL TO MANUFACTURE MEMORY CHIPS AS WELL. $SKHY $INTC
View original →KOREAN MEDIA: SK HYNIX SUBSIDIARY SOLIDIGM IS PURSUING PLANS TO BUILD TWO NAND FABS AT THE MARCY NANOCENTER IN NEW YORK AT A TOTAL COST OF $100 BILLION.
View original →OpenAI’s Sam Altman reportedly made a top-secret visit to South Korea and met with Samsung’s top executives. (According to local Korean media, he also met with SK hynix.) Altman visited South Korea exactly one year ago, right when this whole surge in RAM prices began. Now, a year later, he’s back—and he’s met with the two memory giants.
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