iShares MSCI South Korea ETF. Every tracked FinTwit mention of $EWY, newest first. 327 mentions since the first on Jan 4, 2026. See the price chart.
July 2026 · 12 mentions
Jul 17
Serenity — @babybluecream Yeah, my $EWY longs crashed quite a bit.
I still think the operating income that SK Hynix and Samsung produces will catch up to the MC eventually, so I’m holding m…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
KawzInvests 🦑 — KOSPI is down 7%. The Bank of Korea just hiked 25bps to 2.75%, its first rate hike since January 2023
June inflation ran 3.2%, the fastest in over two years, with the BOK pointing…↗
KawzInvests 🦑 — @TomSzczypka yeah, genuinely glad $SKHY finally got handed to US retail. still remember the days when the lads were loading up $EWY just to get a sniff of exposure. good old days↗
Jul 13
Michael Sikand 🦑 — There's a problem with memory.
I'm a memory bull and think a strong concentration is critical for any AI portfolio. But I do think the market's obsession around it is overblown co…↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY This is one more aspect the market doesn't fully appreciate. The bit exchange rate for HBM4E from DRAM is 4-5x. It is likely that the bit exchange rate…↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY Soon enough. The market still doesn't appreciate that under every HBM4E and subsequent generation stack is a logic die. That logic die gets increasing…↗
Jul 8
Serenity — @starlightrvrie Yep still holding $AXTI. And a lot of my older thesis like $EWY that are up hundreds of percent.
Even if I don’t mention it as much anymore↗
Jul 4
Trade Whisperer — $DRAM $EWY $SKHY “South Korea’s exports surpassed $100 billion in a single month for the first time in June, driven by booming semiconductor shipments. It jumped 70.9 percent from…↗
Serenity — OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE.
And yes, I still have my million+ share position.
N…↗
Jun 26
Serenity — FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally hav…↗
Jun 25
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker pre market and updated now. It will only keep getting better. https://t.co/OTCXTwKbCT↗
Jun 24
TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker after hours. Crushing it across the board. https://t.co/Ea3Agx2Q0P
May 2026 · 44 mentions
May 29
tae kim — How to Find the Best Investing Setups $EWY $DRAM $INTC $AMD https://t.co/flflja8qw8↗
May 28
Serenity — Holy crap… My $EWY 2028 leaps are now up 428%+.
So 5.2x ROI trade, in 3 months.
Thats what happens when IV increases and underlying memory assets in SK Hynix / Samsung also appr…↗
May 26
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over.
Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…
April 2026 · 35 mentions
Apr 30
tae kim — Update: The 10 stocks I made a bull call on March 30 are up 38% on average after one month $NVDA $AMD $INTC $EWY Don't expect this to happen often https://t.co/FkbvB7eZju↗
Apr 30
tae kim — NEVER FORGET. CHIPS CHIPS CHIPS $SMH $SOXX $DRAM $EWY↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 27
tae kim — SK Hynix is up 49% in a month. Is that good anon? $DRAM $EWY https://t.co/CuaC0Mq6Sm
Serenity — @TexasMike48 No, I'm largely bullish on memory since I think demand is structural. Price hikes are not, but gross margins will be high for $MU to SK Hynix moving forward.
However…↗
Mar 29
Trade Whisperer — $MU $SNDK $EWY
SK Hynix CEO Kwak Noh-jung is expected to meet Microsoft EVP Scott Guthrie in Seoul (at Microsoft's AI Tour on March 26, 2026) to discuss HBM and DRAM supply for M…↗
Mar 28
Serenity — @alejandrobatiz It’s currency devaluation after crude/energy spikes messing up the trade.
The War in Iran also messed up my $XLU long since there’s no rate cuts being priced in an…
February 2026 · 97 mentions
Feb 28
Trade Whisperer — 110,000 patents. $MU $EWY
That's the moat Micron and SK Hynix have built. This is what an memory oligopoly looks like. https://t.co/Z5YCWLeTQb↗
Trade Whisperer — $MU Here's my 2nd best question(s) from the AMA
"Is it difficult for China to catch up [HBM]? Are they [Memory Trio] intentionally throttling back to maximize margins?"
Extremely…↗
Serenity — @WaterFish2000 $EWY is for SK Hynix and Samsung Electronics exposure.
This post was for other beneficiaries that are specifically not them.↗
TheValueist — Agreed. $EWY . Spreads are wide on some of the options, though. https://t.co/HcCbcn3Lh3↗
Jan 13
Serenity — Just a heads up:
If you don’t have access to Korean stocks and don’t want to miss the memory/foundry mega cycle:
Use $EWY for options or $FLKR for shares (lower .19% exp ratio)…
CK Capital — They’re buying the dip. $DRAM $EWY https://t.co/9mMyS8Wk43↗
Jun 23
PhotonBull — Korea about to give us round 2 or will they buy the dip?
$DRAM $KORU $EWY $KOSPI↗
Jun 23
Michael Sikand 🦑 — Micron is up 761% in a year.
And my public memory portfolio has returned over 200% since February 4th alone.
But tommorow, Idaho's finest faces its biggest test yet. And most inv…↗
Jun 23
KawzInvests 🦑 — $MU reports tomorrow.
Micron has beaten Wall Street estimates by +27% and +33% the last two quarters. Not close calls. Blowouts.
Memory prices have been moving in a chain. Korean…↗
Jun 23
KawzInvests 🦑 — The KOSPI has triggered 4 circuit breakers in 2026.
> March 4: down 12%, worst single-day drop in history, US-Israel strikes on Iran.
> March 9: down 8%+ again, oil at $120, Stra…↗
Jun 23
Serenity — Bank of America looks like the malicious equivalent of Bernstein/Jim Cramer to retail.
- said $KOSPI / $EWY was an extreme bubble, compared it to Silver crash back in March, causi…↗
Jun 22
Midas — @asymmetrix_xyz Here are the stocks I found using @asymmetrix_xyz:
- $LPK
- $EWY
- $IQE
If this helped you out, follow me for more.↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
Serenity — @KristupasSimon2 Went long on Samsung through $EWY earlier on.
Still think it’s cheap given operating income forecasts.
https://t.co/l0VvosFlVE↗
Jun 18
TheValueist — $000660 $005930 $EWY $DRAM Let there be LNG. https://t.co/mLYjQTrtVm↗
Jun 18
Serenity — Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K…↗
Jun 18
TheValueist — $000660 $005930 $EWY $DRAM Pressure taken off of the Korean GAI names with Hormuz opening up and derisking of LNG production.
NATO and friends of the West will run full steam at…↗
Jun 16
Serenity — @schwabdeeznuts Yeah my $EWY leaps are up a similar amount, but I did 2028 dates.
Pretty insane gains on the South Korean index!↗
Jun 16
Serenity — I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory…↗
Jun 15
Serenity — I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.…↗
Jun 10
InvestmentGuru — Overnight Market Movers
🔻 $SMCI down over 7% after announcing a $7B equity offering to fund AI server component purchases. The long-term AI story remains intact, but dilution con…↗
Jun 9
Serenity — $EWY 32% IV into 58% IV expansion trade.
Into underlying SK Hynix / Samsung increase way ITM.
Was such a goated call? (~383% return)
Had way too many great ideas this year…
St…↗
Jun 9
Serenity — For people out there citing Bank of America quotes now about selling.
Just remember:
They said $EWY/ KOSPI (SK Hynix/Samsung) was an extreme bubble back in March.
And blamed ret…↗
Jun 8
InvestmentGuru — Overnight Market Movers
🔥 Semiconductors
• $MRVL +6%+
• $MU +3%+
• $ASML +2%+
• $AMD +2%+
AI, memory, and semiconductor infrastructure continue to attract capital as investors p…↗
Jun 7
Serenity — Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.
With further announcements tomorrow.
$MU and…↗
PhotonBull — @No1caresellmore $EWY was down 14 by close↗
Jun 5
PhotonBull — @BonyBallf2 Did you miss the part where I shorted $EWY yesterday nephew?↗
Jun 5
PhotonBull — Am I the only one green today? +2.33%
All jokes aside, very thankful for this
$EOS.AX Was green last night and is closed now, so that helps
Then $MRLN had an amazing day up +26%…↗
Serenity — @LLTHTRS I did all my DD on memory earlier this year.
I’m just letting my thesis get validated like my $EWY longs which are up 480%.↗
Jun 1
Serenity — And a few months later... my $EWY leaps are now up 485%.
From IV expansion and directional memory longs.
Unfortunately I did see a lot of people sell during the Iran volatility…↗
Jun 1
TheValueist — $005930 $EWY $DRAM (Bloomberg) -- Samsung shares rise as much as 5.8% on Korea Exchange to a fresh high, after Goldman Sachs raised its price target to 480,000 won from 360,000 won…↗
PhotonBull — Memory still trades like a commodity at the top of a cycle. Micron $MU has run close to 700 percent in a year, yet the forward multiple has compressed to roughly 8x, around 80 perc…↗
May 26
Serenity — $EWY calls are now up 300%+, over 4x return if you listened anon?
Not only did IV increase and hold their implied volatility of the South Korean market.
Underlying memory longs i…↗
May 25
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 24
PhotonBull — Let's help this guy towards his follower goal this year
It's a simple trade if you think about it
We give him a follow, he shows us how to double our money
Win win, right?
$NBI…↗
May 23
PhotonBull — One of the earlier memory bulls on my timeline
Kept telling me to buy $SNDK and $MU during the war 'crash'
Now he is bullish on $AMPG
Make sure to follow this guy
$MU $EWY $S…↗
May 23
PhotonBull — Does anyone know when $LYTE starts trading?
The @roundhill photonics ETF
Very excited for this one! Probably going to end up buying some, I remember
$DRAM was almost a doubl…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 20
TheValueist — Good watch from $GS . Cites K-Culture as a bullish driver for $EWY :)
Can the Asia Equity Rally Continue? https://t.co/Yghs1eZ6fw via @YouTube↗
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 14
TheValueist — $005930 $000660 $EWY $DRAM (Bloomberg) -- Samsung Electronics shares rise as much as 5.5% to an all-time high, as investors see buying opportunities after its underperformance of S…↗
tae kim — "Korea roils market by floating AI ‘citizen dividend'" $EWY $DRAM https://t.co/NQ9t0KkMMk↗
May 11
TheValueist — $EWY all-time high again. How much is real fundamental growth versus momentum chasing is hard to say. However, I believe you will still be very well placed if you are willing to ma…↗
May 11
tae kim — @aleabitoreddit not everyone $EWY https://t.co/KVP0kmkTxO↗
May 11
Serenity — Just two months ago.
Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble".
And that LNG/Helium/Oil fears would t…↗
May 11
tae kim — Someday it will stop going up, but not today $EWY $DRAM https://t.co/uoQtcC00QG↗
tae kim — The Wall Street Journal's top front page story this morning comes after I pounded the table on the exact CPU, GPU, and HBM memory AI stock themes five weeks ago $INTC $AMD $DRAM $E…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
TheValueist — I wouldn't even think about calling top until the 3x $DRAM is launched. Lol 😆
$MU $SNDK $EWY $000660 $005930↗
May 8
TheValueist — $MU $SNDK $EWY $000660 $005930 This is what I’m talking about. Hahaha 🤣↗
May 8
tae kim — This time is different $DRAM $EWY https://t.co/HkgbOmEFTI↗
May 8
tae kim — The memory chip $DRAM ETF I recommended in April hits $50 for the first time. $EWY I recommended in February doing great too. https://t.co/ZCEXoen6jd↗
May 7
PhotonBull — So we should go long SK Hynix, short $EWY or $DRAM 🤔↗
May 7
Serenity — I did say $TOWA (6315) would be very boring...
But it just keeps creeping up slowly over time like Hammond.
Maybe going directly with $EWY longs calls would have been more exciti…↗
May 5
TheValueist — $EWY keeps on going... Lots of yachts and supercars will be bought in SK on the back of memory and storage. https://t.co/RDbI2LRwdq↗
May 5
Serenity — I’m just watching everything from $EWY to $SNDK go up enormous amounts…
Even $MU is up 12% today.
Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk↗
May 5
tae kim — UPDATE: my subscribers made a lot MORE money $DRAM $EWY↗
May 5
PhotonBull — Memory finally rerating from commoditized hardware to high growth AI necessities
$SNDK $MU $DRAM $EWY https://t.co/lw3hJ9ieZg↗
May 4
CK Capital — For a long time the best way to get $SK Hynix and Samsung exposure was $EWY.
I rotated out to buy into what I believe is the more asymmetrical play.
$DRAM launched 5 weeks ago an…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $EWY Another essential watch on HBM/DRAM/NAND/HDD from @semidoped technical experts. I concur with their insights and the investment implications for the…↗
tae kim — UPDATE: my subscribers made a lot of money $EWY $DRAM↗
May 1
TheValueist — $EWY all time high. Still more to come. https://t.co/csXBHKvkKb↗
May 1
Serenity — Everyone was doomposting $EWY 2 months ago.
Calling it “Silver Crash” or “KOSPI crash bubble”
Now they’re all flip flopping opinions, saying they were bullish memory all along.…↗
TheValueist — $000660 $MU $SNDK $EWY $005930 KEY READ-THROUGHS FROM SK HYNIX 1Q26 EARNINGS CALL
SK hynix’s 1Q26 earnings call was an unusually important cross-market signal because the company…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY We’ll take it. SKH call ended a few moments ago. https://t.co/KFUPmESYdi↗
Apr 22
TheValueist — $000660 $MU $SNDK $EWY $005930 (Bloomberg) -- SK hynix Inc reported net for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Net 40.33 trillion won…↗
Apr 22
tae kim — 👀 $DRAM $EWY $AMD https://t.co/0WKJ5rjTGr↗
Apr 22
TheValueist — $EWY all time high and we still have a long way to go.
$MU $SNDK $000660 $005930 https://t.co/PU7NmP2bV4↗
Apr 18
Serenity — @ArkhamInvests I'm still personally long 2028 leaps on $EWY for memory exposure. Those are up over triple digits, since I expect Samsung/Sk Hynix to be printing.
$DRAM was another…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
TheValueist — $EWY ascending to an all-time high. +4% on the day. Another great looking breakout chart. https://t.co/2mH8ebTVpd↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 14
TheValueist — $000660 $005930 $SNDK $MU $EWY SK hynix sympathy trade ripper. Samsung coming along for the ride. https://t.co/OwiAyJqCjs↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 8
Serenity — Samsung, SK Hynix both back close to ATHs with $EWY following suit.
Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)…
Or others like…↗
Apr 8
TheValueist — Expect $EWY to continue to rebound if there is a peaceful resolution to the Iran war. https://t.co/P71SwLwQTO↗
tae kim — WE'RE SO BACK. lol. $EWY https://t.co/snNdIba7KW↗
Apr 7
Trade Whisperer — CEASEFIRE Statements from Iran and US
Could be a bit early but congrats to everyone who held through the geopolitical noise. The smart candles were 80%+ BLUE or bullish just yeste…↗
Trade Whisperer — Samsung Electronics announced on April 7, 2026, its preliminary earnings guidance for Q1 2026, estimating operating profit of 57.2 trillion won (approximately $37.9 billion) and sa…↗
Apr 6
Trade Whisperer — $MU The following earnings are about to tell us everything we need to know about the AI memory cycle.
The dates:
🗓 $ASML — Apr 15
🗓 $TSM — Apr 16
🗓 SK Hynix — Apr 24
🗓 Samsung…↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Samsung and SK Hynix have already locked in nearly two years’ worth of AI memory supply, most of their HBM and high-end server DDR5 capacity is reserved through lon…↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Shinhan Investment & Securities raised its target price for SK hynix from 1.3 million KRW (~$866 USD) to 1.5 million KRW (~$999 USD), while maintaining a 'Buy' rati…↗
Apr 6
Trade Whisperer — $MU $DRAM $EWY
Samsung Raises DRAM Prices 2.6-fold…
100% hike in Q1, an additional 30% in Q2
Samsung is continuing its unprecedented price hikes while directly refuting rumors of…↗
Trade Whisperer — $DRAM $EWY Samsung Photonics
Samsung Electronics' foundry division has officially entered the silicon photonics market. This technology integrates optical components onto semicond…↗
Apr 4
Trade Whisperer — $DRAM $SNDK $EWY Samsung Preparing for NAND Boom?
Samsung Electronics is reportedly selling over 100 unused semiconductor manufacturing tools (legacy-node gear) from its Xi’an fab…↗
Apr 3
Trade Whisperer — $MU $SNDK $DRAM $EWY
Memory are poised to capture a significantly larger share of hyperscalers' capital expenditure.↗
Apr 3
Trade Whisperer — $DRAM $EWY $MU SK Hynix is heading for a massive earnings shock in Q1 2026.
Hana Securities now forecasts $24.4 billion in operating profit for the quarter alone, a huge upward re…↗
Apr 2
Trade Whisperer — $MU $SNDK $WDC $STX $EWY
Interesting Memory ETF $DRAM with Expense Ratio of 0.65%. I think it might be better just to own them individually (the ones you can) + $EWY
Holdings Lis…↗
Apr 2
Jukan @COMPUTEX — Today, ticker 'DRAM' finally begins trading.
With roughly three-quarters of its portfolio concentrated in the memory Big 3 — Samsung Electronics, SK Hynix, and Micron — this ETF i…↗
Apr 2
Trade Whisperer — $EWY bounced hard off the middle Bollinger Band. Now sitting right at the major volume node around $126. A big concentration level.
All we need now is a BLUE candle
Get 280+ char…↗
Apr 1
Trade Whisperer — $KOSPI is up nearly 9% today 🇺🇸🇰🇷 $EWY https://t.co/GdujWAcTbR↗
Trade Whisperer — $MU $SNDK $EWY
Every few months a paper drops claiming AI needs less memory. This is that paper. There is no such thing as a free lunch.
Compressing KV cache in controlled benchm…↗
Mar 24
Serenity — @HeLiuLeo So $EWY as a proxy has gotten a tad worse due to current devaluation from Oil/War tensions.
So individually holding SK Hynix might be better as of now.
However, I stil…↗
Mar 23
Serenity — @__Con_ Yes I wanted to edit the post but realized it was a bit late.
Point was Israel/US markets are down less since the War started compared to Asian markets. Israel being the o…↗
Mar 23
Serenity — One of the most brutal wipeouts occurred in Asian markets today.
China's stock market: -3.63%
Korea's (KOSPI / $EWY) stock market: -6.49%
Japan's (Nikkei) stock market: -3.48
Ho…↗
Mar 23
Trade Whisperer — $TSM $MU $EWY Helium Supply & Pricing
Taiwan is better insulated. South Korea is more exposed. Helium is a minor input cost.
Qatar supplies over a third of global helium. Attacks…↗
Trade Whisperer — $EWY Samsung is betting big time on its foundry capabilities. It might be a high risk, high reward strategy.
Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HB…↗
Mar 20
Trade Whisperer — $MU $EWY The memory cycle is being structurally dismantled
Samsung is reportedly in talks with Google and Microsoft on long-term supply deals that could include $10B+ in prepaymen…↗
Mar 20
Trade Whisperer — $MU $EWY C-HBM4E Base Logic Die Showdown
Samsung is going it alone, betting its 4nm in-house logic and 1C DRAM is good enough to compete while keeping costs down. I think that's t…↗
Mar 19
Serenity — @accounting_ds Thanks! My returns are blasting off again.
Big thanks to photonics and memory names. Hope the thesis posts I shared from $LITE to $EWY helped others too.↗
Mar 19
Trade Whisperer — $MU $EWY Micron, Samsung, and SK Hynix all posted strong quarters but Micron is the clear standout.
A 74.4% gross margin puts it in a league of its own against Samsung's 47.2% and…↗
TheValueist — Thank you! People need to understand that HBM4 and future generations are not simply interchangeable bubble gum sticks like DRAM of 5 years ago. They are much more like highly cust…↗
Serenity — Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealize…↗
TheValueist — $MU $SNDK $EWY $NVDA Micron said in prepared earnings call remarks, "We expect both DRAM and NAND industry bit demand in calendar 2026 to be constrained by supply. We continue to e…↗
Mar 18
TheValueist — Will add $EWY if there is a sell-off from here due to elevated oil/gas. https://t.co/mz8YCbAZhO↗
Mar 18
Serenity — It’s infuriating that so many people capitulated their positions.
Because of X influencer doomposters who are now pretending to be bullish on $MU or $EWY.
Or Bank Analysts who ha…↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 17
Trade Whisperer — $MU $EWY "South Korea's SK Group Chairman Chey Tae-won said on Monday the global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence co…↗
Mar 16
Serenity — Just a reminder:
While the entire community was doomposting about memory names.
From $EWY (SK Hynix, Samsung), $MU and $SNDK.
during the initial Iran conflict.
Sayin “Kospi an…↗
Michael Sikand 🦑 — Jensen: "Inference doesn't change the fact that we need a whole lot of memory"
The memory bear thesis that inference reduces the need for HBM just EVAPORATED.
$EWY $MU $SNDK ht…↗
Mar 16
Michael Sikand 🦑 — Free money falls from the sky...
If you simply listen to the CEO of the world's greatest company.
Here are 3 things EVERY retail investor needs to watch for during Jensen's keyno…↗
Mar 16
KawzInvests 🦑 — The chairman of SK Group flew to GTC this week. It is the first time he has ever attended.
SK Hynix holds roughly two-thirds of Nvidia's HBM4 order allocation for 2026 and is the…↗
Serenity — @NicholasBardy I’m more worried about currency exchange rates on $EWY than I am on individual companies.
But regardless I’d expect sk hynix/samsung to heavily carry returns↗
Mar 15
Trade Whisperer — $MU $EWY META just dropped a 4 chip MTIA roadmap with HBM demand exploding from 216GB to 512GB per chip and bandwidth up 4.5x by 2027.
Their VP literally said they're "worried abo…↗
Trade Whisperer — $MU $EWY At this rate memory is going to get dozens of profit & price target revisions per quarter.
KB Securities Research Report significantly raised Samsung's earnings forecasts…↗
Mar 15
Serenity — Just a reflection on my accomplishments this year.
Growing to 100K+ followers in the first three months of 2026:
- Forecasted the upcoming InP substrate/feedstock bottleneck for…↗
Mar 14
Serenity — Weekend Macro playbook prediction:
1. US gonna do something bad to Iran
2. Bunch of videos on X of stuff going up in flames
3. Retail doomposters and Jim Cramer will say "$200…↗
Mar 13
Serenity — @Patrick84121851 IV $EWY trade was successful. Volatility of the Korean Index went from 32% IV -> 46-48%.
Now it's more of a directional long on memory from SK Hynix/Sasmung.
N…↗
Mar 13
Michael Sikand 🦑 — 🤯 A top Google researcher and a Turing Award winner published a paper that invalidates memory bears.
Here's what they argued + the competing perspectives on the role of memory in…↗
Mar 13
Trade Whisperer — $MU $EWY 12GB LPDDR5X prices DOUBLE
-Samsung reportedly won the order to supply the 12GB LPDDR5X DRAM modules specifically for Apple's upcoming foldable iPhone.
-Samsung negotiat…↗
Mar 13
Serenity — Memory Price Market Research from Counterpoint:
"There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains un…↗
Trade Whisperer — $MU $SNDK $EWY Modular laptop manufacturer Framework raises RAM prices for the third time in three months.
Micron earnings in 7 days 🍿 https://t.co/wqENX2yrZr↗
Mar 12
Trade Whisperer — $MU $SNDK $EWY NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insa…↗
Mar 10
KaizenInvestor — @acceler8future It is a great buy imo. $EWY has a lot of exposure to SK Hynix and Samsung.↗
Serenity — @PeterSikachev That’s great to hear! I don’t want people to copy trade or just blindly follow.
Main thing is just sharing my thoughts as I go and I hope people learn a few things…↗
Mar 9
Serenity — Wow… 100K followers just now!
Glad this many people find my thoughts about $AAOI to $EWY helpful.
From reflection, I think it’s largely because I’ve been staying true to what I’v…↗
Mar 9
Serenity — $EWY IV is starting to look seriously mispriced.
The volatility on the South Korean index and SK Hynix / Samsung is just insane.
That being said, three things regarding memory na…↗
Mar 8
Trade Whisperer — $MU $NVDA $TSM $EWY $TSLA
Elon says $1.9T data center spendings are rookie numbers 😅↗
Mar 8
Serenity — @ZuneTrades Not really, $EWY is majority SK Hynix/Samsung due to pass through structures like SK Square (90% NAV Sk Hynix) or Samsung Electronic’s other voting structure shares.…↗
Serenity — The sentiment around KOSPI | $EWY (SK Hynix / Samsung) on
Crude Oil / LNG / Helium either:
Disrupting Supply or Compressing Margins are overblown.
The supply chain disruption…↗
Mar 8
Serenity — The helium panic makes for a compelling headline for $EWY, KOSPI, Taiwan, and Japan.
Similar to the LNG panic before finding out the Korean giants were fine.
However, the unde…↗
Mar 7
Serenity — @jvthed210725 No, $EWY is Samsung/SK Hynix which are primarily memory.
Q2 NAND prices were hiked 100%+ by Samsung yesterday while analyst expectations were all projecting 5-30%…↗
Mar 7
Trade Whisperer — $MU $SNDK $EWY Boom after Boom.
Independent research firm Growth Research said the dominance of the memory market is rapidly shifting from DRAM to NAND flash, and in particular, d…↗
Trade Whisperer — $TSLA $EWY Tesla is reportedly considering doubling (or more than doubling) production of its next-generation AI6 chip, manufactured on Samsung's 2nm process.
-Senior Tesla procur…↗
Mar 7
TheValueist — Can someone say hot storage?
$MU $SNDK $EWY $NVDA↗
Mar 5
Serenity — Bloomberg just caused a semiconductor market crash.
From memory names in $EWY and $SNDK to $NVDA and $TSM.
Off fake news.
This is Reuters critical minerals misleading reporting…↗
Serenity — The KOSPI South Korean index is now back up: 11.6%
All the South Korean chart TA'ers calling for an $EWY drop are now suddenly deleting all their doomposts.
SK Hynix up: 15.78%…↗
Mar 4
TheValueist — There could be. My position is long-term holds path independent call and bull spread OTM leaps. Let there be vol (certainly better if there wasn’t, but there will be), I’ll take th…↗
Mar 4
TheValueist — Call leaps deep, steep, and go to sleep is my view on all the core GAI infrastructure names I constantly talk about. I'm in the 1/21/28 c185 and added in this past two-day drawdown…↗
Mar 4
TheValueist — $MU $SNDK $EWY $NVDA SOURCE SUMMARY AND INTERPRETATION
TheValueist frames NAND-based SSDs as a “Hard Asset Low Obsolescence” (HALO) product and contrasts that characteristic with…↗
Mar 4
TheValueist — One thing people don't discuss about NAND is that it is a Hard Asset Low Obsolescence product - HALO. Much more durable than GPUs or HBM/DRAM. What does this mean? You can still us…↗
Mar 4
Serenity — $120 -> $134 on $EWY after this LNG import post.
I wonder if markets finally realized that the Korean semis won’t suddenly stop because there’s conflict in Iran?
That being said…↗
Mar 4
TheValueist — Don’t fade the memory/storage supercycle. Especially when you have Korean investors full-bore in the middle of it. 😂 Years to go.
$MU $SNDK $EWY $NVDA https://t.co/1n2wRcWLgV↗
Serenity — Holy… How goated was this $EWY IV trade?
The South Korean Index volatility went from 32% -> 51% since posting 3 weeks ago.
I’m not as impressed if $AAOI doubles but this call…↗
Mar 4
Serenity — @CMunchSand Fun fact that most people don’t know is $EWY is majority SK Hynix/Samsung.
I published a piece about the pass through structures.
Where SK Square (largest weights) ~…↗
Mar 4
Serenity — If the Hormuz were closed, it looks like 80% of South Korea’s LNG imports would be unaffected.
And looks like $EWY SK Hynix and Samsung are largely diversified since 2022.
Peopl…↗
Mar 4
Serenity — Feels like everyone is doom-posting KOSPI saying:
> “Look at the chart, it can’t keep going up like this!”
> Memory is a black hole for demand ( $SNDK taking 3Y preorders )
> $E…↗
Mar 4
Trade Whisperer — The dominant HBM supplier to NVIDIA with 62% global market share, sold-out capacity through 2026, and 58% operating margins is trading at ~5x forward earnings
SK Hynix is the most…↗
Mar 4
Trade Whisperer — $EWY KOSPI: Two Days to Undo a Month's Work.
Net 1-Month Return: -0.9%.
Could Be Worse. https://t.co/B3DgrZoBC4↗
Mar 3
TheValueist — Dumping every bag into chips/ram/storage.
$NVDA $MU $SNDK $EWY↗
Mar 3
Serenity — @onejhor Zero exposure to $KORU. I've been warning people not to touch 3x leveraged instruments for this exact reason.
I do have $EWY long calls mainly as a IV arbitrage play as M…↗
Mar 3
Shay Boloor — $EWY down 12% as South Korea’s main stock index triggers a circuit breaker in its worst single-day drop since the 2024 yen carry crisis.
The selloff followed Iran’s drone strike o…↗
Mar 3
Serenity — Thoughts on the $EWY / KOSPI crash and whether it's a buying opportunity for Samsung/Sk Hynix:
This looks like a clear buying opportunity.
Especially as investors misunderstand t…↗
Mar 3
Serenity — @jianfengou Yes if $EWY
> goes up and down 7-10% a day
> more volatile than quantum companies at 93% IV
> and IV was priced 10% less than $MRVL that barely moves
Calls benefit fr…↗
Mar 3
Serenity — And… there goes all the 10x leverage Samsung and Sk Hynix.
I said earlier that $EWY and KOSPI would be extremely volatile with the new leveraged instruments.
And the best way to…↗
Serenity — Not sure if it's just me?
But I've been tracking Samsung/SK Hynix correlation to DRAM/NAND price hikes reports.
Every time there's news about reported massive hikes on DRAM on N…↗
Mar 2
Trade Whisperer — Memory Shortage Is Becoming More and More Structural / Permanent
Samsung Electronics is accelerating expansion at its massive Pyeongtaek campus (largest semiconductor site globall…↗
Mar 2
Trade Whisperer — $MU $EWY "Memory prices rose again in February: DRAM up 13%, NAND up 12.7%"
DRAM Contract Prices:
-DDR4 8GB rose to $85 (up to 120% QoQ)
-DDR5 16GB climbed to $140 (up to 118% QoQ…↗
Mar 2
Trade Whisperer — $MU $EWY The Memory Transformation Journey Is Just Getting Started. What's next?
C-HBM4E: Nearest To Compute
SOCAMM: Energy Efficient, Compact, Performance & Capacity Balance…↗
Mar 1
Trade Whisperer — 2026: More parameters. Longer context.
Every trend in AI points to the same two bottlenecks: memory and optical interconnects. HBM can't scale fast enough. Fiber optics is the bac…↗
— Turns out someone will pay for LLMs and they have a $900B budget.
The richest military on earth just became an AI customer.
Chips = 💰 Sleep well bears.
$MU $NVDA $TSM $EWY
Trade Whisperer — $MU $EWY New Paradigm Is Here
"Market research firm Gartner predicted on the 26th (local time) that DRAM and solid-state drive (SSD) prices will rise by a combined 130% by the end…↗
Feb 27
Trade Whisperer — @koencrypto Equally bullish $EWY gives exposure. US Premium US company can also make sense for the investors.↗
Feb 27
Serenity — Bunch of false posts regarding $KOSPI volume.
Just an FYI: this week is MSCI index rebalancing for $EWY and other passive funds.
There’s a lot of forced rebalancing, mainly mech…↗
Trade Whisperer — I heard Samsung just hit $1 Trillion.
At a Forward PE of just 9x 🤯
And inevitably, Micron and SK Hynix will be the next Trillions. $MU $EWY
The Memory Oligopoly Trio https://t.…↗
Feb 27
Shane C. Murphy, CMT — A few of my favorite Intl relative strength charts.
South Africa $EZA, Europe Financials $EUFN, Pacific $IPAC, and South Korea $EWY. https://t.co/611HnP6hEH↗
Feb 27
Serenity — @jimmy_sams_sams Yes there’s a lot of potential volatility due to leverage on SK Hynix and Samsung with the new 10x perps, new 2x leveraged ETFs coming out soon, and other instrume…↗
Feb 27
Serenity — @SlumberMD $FLKR is better for shares due to lower expense ratios. $EWY has option trading.↗
Feb 27
Serenity — $KOSPI and $EWY, South Korea’s index is something people shouldn’t try to TA or compare to stuff like Silver.
SK index is in price discovery mode as it’s carried by two stocks:…↗
Feb 26
Trade Whisperer — $MU $EWY
Samsung Electronics regained the top spot in global DRAM market share by expanding sales of general-purpose DRAM and high-bandwidth memory (HBM) in the fourth quarter of…↗
Feb 26
Trade Whisperer — $MU $EWY Just like how Micron shutdown Crucial (Consumer Brand) for good. Samsung is making a similar structural & permanent move.
Samsung is shutting down 2D NAND production at i…↗
Feb 26
Serenity — @Superioresearch $EWJ is more diversified compared to $EWY which is basically two companies in Samsung and SK Hynix.
I think IV is reasonably priced for Japan and Taiwan ETFs. If…↗
Feb 26
Trade Whisperer — $MU $EWY $AAPL
Your next iPhone could store your personal data on Chinese-made memory chips. Apple is evaluating YMTC and CXMT for iPhone 18 / MacBooks, not because they're better…↗
Feb 26
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 26
Serenity — I genuinely believe market makers are mispricing $EWY 2028 IV as it’s effectively a call option on Samsung/SK Hynix.
Not every day do you have an “non- volatile” index at 45% IV…↗
Trade Whisperer — $MU $EWY HBM Showdown – Build New or Buy Fast?
Samsung is speeding up Pyeongtaek P4 and P5 lines, moving P5 completion forward more than six months to Q3 2026 and targeting full o…↗
Feb 25
Trade Whisperer — $NVDA $MU $EWY
Key Comment from Jensen Huang on Revenue Generation, Agentic AIs:
"We have now seen the inflection of agentic AI and the usefulness of agents across the world in…↗
TheValueist — $EWY (Bloomberg) -- Investors added a net $376.9 million to IShares Inc.'s IShares MSCI South Korea in the latest session for which data is available, increasing the fund's assets…↗
Trade Whisperer — $MU $EWY Major U.S. and Global Tech companies are aggressively recruiting HBM & NAND Engineers
Micron: 2x salaries + signing bonus of $220k
NVIDIA: HBM Engineer, base pay of $259k…↗
Feb 25
Trade Whisperer — $MU $EWY $NVDA "HBM4 Suppliers Set to Steal the Spotlight at NVIDIA GTC 2026"
"Another highlight at GTC will be how NVIDIA’s key memory partners showcase their latest breakthrough…↗
Feb 25
Serenity — My mind is blown on Samsung and Sk Hynix projections - $EWY?
Macquarie projects Samsung Electronics to make:
FY2026: ~$210.8 billion USD (+73% increase from prior KRW 172.1 tril…↗
Feb 25
Trade Whisperer — $MU $EWY MediaTek CEO Key Comments:
-Memory is the top bottleneck (50% of total costs
-AI training still relies mainly on HBM. Custom designs incoming
-Inference is the next maj…↗
Feb 25
Serenity — @Vcondry84 Congrats on the triple digit return for $EWY!
I do think short term volatility was more accurate compared to long term so that was mainly my directional thesis on memo…↗
Feb 25
TheValueist — $EWY (Bloomberg) -- South Korea’s equity benchmark has crossed a new milestone just a month after surpassing the once-unthinkable 5,000 mark, as surging global memory demand powers…↗
Trade Whisperer — Good luck shorting this tectonic shift
$MU $SNDK $EWY https://t.co/cFZCKA1O6g↗
Feb 24
Trade Whisperer — Old:
Chips are commodities
Software is eating the world
New Reality:
Software is a commodity
Chips are eating the world
Structural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGr…↗
Feb 24
KawzInvests 🦑 — People keep calling the memory trade "late cycle."
The Bank of Korea just told parliament this semiconductor boom is stronger than any previous cycle and will persist through at l…↗
Feb 24
Serenity — It’s just an endless sea of green.
SK Hynix, Samsung (and likely $EWY) are all time highs today.
AI is bringing generational wealth to the future owners of compute (Power, Bottl…↗
Feb 24
KawzInvests 🦑 — Everyone asking where to hide from the AI selloff.
The answer is right in front of you. Go down the stack into what AI runs on. Chips, memory, photonics, energy.
$NVDA
$MU
$SND…↗
Feb 24
Trade Whisperer — Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.
The world is racing to mimic human intelligence with silicon, not code. Co…↗
Feb 24
Serenity — @bilbooo__ $MU - ended up liking SK Hynix more but safer made in America play
$AXTI long way to go, 1 year wait until extreme shortage hits. Prob my favorite in photonics sector f…↗
Feb 24
Trade Whisperer — $MU $EWY
The Japanese government is actively courting Samsung Electronics and SK hynix with attractive incentives to build memory fabs
The incentives reportedly make significantl…↗
Feb 23
KawzInvests 🦑 — @pumacapital_ No Korea ( $EWY), no photonics ( $LITE $COHR) 6.5/10↗
Feb 23
Trade Whisperer — Deloitte’s semiconductor outlook reports that GenAI chips are driving 50% of the forecasted $975B revenue in annual sales in 2026, despite making up only 0.2% of total unit volume.…↗
Feb 23
Serenity — @exitvalley I’m holding until 2027 or 2028 we’ll see.
The IV increase was just an added benefit instead of directly holding more SK Hynix or going margin on $FLKR or $EWY↗
Feb 23
Serenity — This is S tier research I put out for free!
Appreciate the shoutout from technical folks like @TheValueist who saw how awesome this trade idea was:
-> mapped pass through struct…↗
Feb 23
TheValueist — This $EWY trade was stupid good. If you are an investor or trader on X, you simply must be following @aleabitoreddit . He understands macro, micro/company-level, and derivatives te…↗
Feb 23
Serenity — This is Vega expansion in action from volatility mispricing.
$EWY SK index down.
Entire long term option chain up. https://t.co/EEuYTCyxYH↗
Feb 23
Serenity — @halldj00 $XLU with OTM is likely to move a lot more both ways due to low IV. If it is a once in history re-rating bc of grid modernization and ai inference), could be very interes…↗
Feb 23
Serenity — Feels like a lot of people misunderstood the DD in this post:
Main point: $EWY IV will likely stay elevated.
Currently realized is probably in the high 60’s, low 70’s.
Long t…↗
Feb 23
Serenity — TIL: South Korea’s President was a day trader?
Now I understand why KOSPI, $EWY, Samsung, and SK Hynix are getting sent to the moon. https://t.co/9YqBHkxdjI↗
Feb 23
Serenity — @Michael_Tran_90 Make that decision yourself! I posted an update on $EWY volatility expansion recently and I do see KOSPI, SK Hynix/Samsung being strongly rerated over the next two…↗
Feb 23
KawzInvests 🦑 — @Pirat_Nation This is the bull case. When even Chinese manufacturers can charge Western prices, there is no supply relief coming from anywhere. $EWY $MU $SNDK↗
KawzInvests 🦑 — China's DRAM expansion doesn't fix the shortage. It barely dents it.
The global shortfall is 10-20%. CXMT adds maybe 3-5%. Most gets absorbed by domestic factories before it ever…↗
Feb 22
Trade Whisperer — $MU $EWY Operating at full capacity. Yet the demand far outstrips the supply and the imbalance is getting larger every day.
“In 10 years, we will have one robot per person, and th…↗
KawzInvests 🦑 — @aleabitoreddit This is the most compelling options thesis I've read in a while. Thanks for the work you put into this it does not go unnoticed. LONG $EWY↗
Feb 22
KawzInvests 🦑 — DRAM prices up 500% since September and memory stocks still trade at single-digit forward earnings.
Micron's revenue is expected to more than double this fiscal year. SK Hynix dou…↗
Serenity — @Yannis_ko $XLU is more of a structural delta (directional long) play from power/grid investments and expansion.
$EWY was a call on volatility expansion from mispricing.↗
Feb 22
Serenity — I still can’t believe I called for the volatility expansion of South Korea’s National Index with $EWY.
And I got it right.
One week later:
Implied Volatility increased by 16% ac…↗
Feb 22
TheValueist — $XLU IV on OTM leap calls starting to tick up. Could be another opportunity like $EWY to get IV-driven premium appreciation from an ETF you would otherwise be happy to own.
I'm no…↗
Feb 22
Serenity — 2028 IV for $EWY will likely go much higher (~44% right now).
Realized should be priced around ~65-68%+.
So, 2028 OTM leap call value may double again from volatility Vega Expan…↗
Feb 22
KawzInvests 🦑 — Bloomberg published the most important article this week of 2026 so far. $EWY
"RAMmageddon" a global memory chip shortage that is now hammering profits across every tech sector f…↗
Feb 22
Serenity — Trade idea:
Korean $EWY Futures (US) -> SK Hynix (EU) time zone, multi-venue arbitrage.
If EWY is up a lot while SK Hynix (HY9H) is flat:
> Buying SK Hynix Frankfurt is a statis…↗
Feb 21
CK Capital — The Korean Discount Is The Most Overlooked Trade In The Market Right Now
While everyone's chasing overpriced US tech, the smartest institutional money is rotating into Korean equi…↗
Trade Whisperer — $MU $EWY Memory Bottleneck Is Getting Wild 🤯
"SK Hynix only has four weeks' worth of DRAM and NAND inventory. Prices will rise further."
“The industry-wide cleanroom space short…↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 21
Trade Whisperer — @Alex06425829 I hold $EWY. This along with $MU. It is my Memory Oligopoly Play.↗
Feb 21
Serenity — @HimotheeBuckets Makes sense though, 2028 leaps were extremely mispriced, not short dated options.
Would probably be a 200% gain alone off IV expansion off 2028 OTM $EWY options.…↗
Feb 21
Trade Whisperer — Fund Legends Deployed $1.2 Billion into $MU & $EWY (Samsung & Hynix) in Q4 🤯
Yacktman: +1.1M $EWY shares
Tepper: +1.9M $EWY / +1M $MU shares
Dalio: +2.1M $EWY / +888k $MU…↗
Feb 21
Serenity — @siflower Probably. For the IV arbitrage, it’s on the tail end on IV expansion but still a good opportunity with $EWY.
IV 45% does not move 6% a day, especially before 10x perps a…↗
Feb 21
TheValueist — Again, outstanding trade on long $EWY leaps call by @aleabitoreddit . Massive leap call volume today relative to OI. US investors want exposure to SK Hynix and Samsung for memory/s…↗
Serenity — @jflood215 Anytime, I like to publish my ideas for free for anyone to read!
IV could easily expand to ~60% given the volatility, so calls might double again off IV expansion (not…↗
Feb 20
Serenity — Probably up there with my most legendary calls to date?
Your portfolio would have doubled in a week off IV expansion alone.
Hope you listened anon - $EWY.
IV: 32% -> 44.7% an…↗
Feb 20
Serenity — @diyinvestguy No Micron’s IV is priced correctly. My only argument was $EWY IV is off and benefits from Vega expansion over time as Korean index goes up from memory↗
Feb 20
Serenity — @factopedia0 IV is a measurement of implied volatility.
You can kinda eyeball test it based on the chart.
$EWY moves more in every day than companies with volatility (eg. $MRVL…↗
Feb 20
Serenity — 71% IV $MU (1 week) volatility.
vs.
40% IV $EWY (same day) volatility.
Just putting it out there… 2028 OTM leaps benefit from once a generation IV volatility mispricing.
Thi…↗
Feb 20
Serenity — @jseth53 Just saying $EWY leaps is still might be a good trade idea from call vega expansion since MMs likely priced in volatility wrong.↗
Feb 20
Serenity — $EWY looks like it's about to get more volatile.
Market makers might not be pricing in leap option IV correctly as IV may expand past 55%.
Two reasons due to unrealized (but upc…↗
Feb 20
TheValueist — I’ve been hearing more chatter about $EWY in the past week than I did the entire 2025. Holdings in the tweet below. Tepper placed a large bet on EWY and he bulled up on $MU so I ta…↗
Serenity — Market makers probably hate me.
$EWY IV went from 32% -> 42% in 5 days on 2 year leaps.
Would be a free ~30%+ profit off IV/vega expansion alone.
There’s rare cases of arbi…↗
KawzInvests 🦑 — @darwin0137 Yeah I have some leaps on $EWY probably the best way to get leveraged exposure to Samsung and SK Hynix↗
Feb 17
KawzInvests 🦑 — @darwin0137 You can get exposure through $EWY or $FLKR but you're right...ADR would unlock serious capital.↗
Feb 17
KawzInvests 🦑 — The Korean discount is absurd.
Samsung: 7.9x forward P/E
SK Hynix: 5.7x forward P/E
$MU: 10.3x forward P/E
$WDC: 24.9x forward P/E
$NVDA: 24x forward P/E
Same AI memory shorta…↗
Feb 13
Serenity — @TalentActivity Yeah DCA $EWY shares seem like a great idea to get exposure to Samsung/Sk Hynix and the memory supercycle.
This post was just discussing 2028 leaps and vega expans…↗
Feb 13
Serenity — Trade idea that I published to my shower thoughts channel:
Korean Index volatility arbitrage and taking advantage of Black-Scholes models.
$EWY long options seem mispriced.
Th…↗
Feb 11
TheValueist — $EWY $EWT Comparison of the larger Korea and Taiwan ETFs. https://t.co/wBE7nSbdA0↗
Serenity — @sjw_ekremabi Can't recommend 3x leveraged ETFs like $KORU because of volatility decay over time and black swan events.
Just look at what happened with Silver on Friday crashing…↗
Feb 3
Serenity — Korean memory stocks likely have a lot of repricing to do.
Forward P/E for 2026 (Morgan Stanley):
SK Hynix ~4.3x
Samsung Electronics ~5.1x
For exposure: $EWY or $FLKR | $HY9…↗
Feb 2
Serenity — @CapSimplified Good question. PSA to everyone else, $EWY and $FLKR. ~50% exposure to Sk Hynix/Samsung for KR.
For direct SK Hynix, $HY9H for EUR. But the spreads are insanely high…↗