$EWY
MediumInvestment Thesis
EWY is the cleanest vehicle for exposure to Samsung and SK Hynix through a US-listed ETF. When everyone was doomposting 'KOSPI crash bubble' and 'Silver Crash', Serenity went long and held conviction. Now up ~3× on 2028 LEAPS. Korean memory makers are printing from HBM3e and ramping HBM4.
Catalysts
- Samsung + SK Hynix record HBM profits flowing into EWY
- HBM4 ramp creates new earnings catalyst cycle
- 2028 LEAPS up triple digits since purchase
Risks
- ETF drag from non-memory Korean conglomerates
- KRW currency risk for non-hedged positions
From the Feed (1 signals)
Genuinely thanks for nice comments. $TSEM hit triple digit return... so that's 16 different names YTD. My YTD hit 1525%+ as a result. Just to recap all the endless abuse along the way: $AXTI - 'Pump and Dump', $AAOI - 'Pumping stock with no fundamentals', $SIVEF - 'Pump and Dump Meme Stock', $LITE - 'Photonics Bubble', $IQE - 'Just pumping low MC stocks', $AEHR - 'Stock with negative revenue growth', $EWY - 'Just from followers', $SOI - 'Pump and dump, no novel idea'. Or how about... the idea around fundamentals was right all along?