Saw @字节哥 mention that SK Hynix had already cleared their positions by the end of June. Honestly, I feel a bit ashamed—when I showed off here earlier, I only moved a small portion to take profits, and the remaining positions took a big hit. Luckily, the 7709 shares I bought in March and early April still have a decent cost basis. Today, I bit the bullet and started buying again around 60, and even picked up some SK Hynix common stock. Why buy? 1. This is a compressed deleveraging situation (https://(x.com)/qinbafrank/status/2075067198570475727?s=46&t=k6rimWsEbo2D2tXolYcM-A), not a fundamental issue. If the market was overly FOMO about SK Hynix before, then after a nearly 40% drop, SK Hynix is starting to look pretty attractive. 2. Today’s big drop in SK Hynix was mainly due to KIS (Korea Investment & Securities) releasing a new report on SK Hynix. They estimate Q2 profits at 60 trillion KRW, which is 8% below market consensus. They even lowered their full-year forecasts for SK Hynix for 2026 and 2027. But what many people overlook is that KIS maintained their 'Buy' rating on SK Hynix, and their target price is still set at 3.8 million KRW.