Closed skhynix short. Maybe the Koreans will do something silly
Closed skhynix short. Maybe the Koreans will do something silly
2026-07-15 · Hyperliquid · 17 条相关讨论
Closed skhynix short. Maybe the Koreans will do something silly
Closed skhynix short. Maybe the Koreans will do something silly
im gonna get stabbed by ppl who followed the skhynix arb
im gonna get stabbed by ppl who followed the skhynix arb
Oh the arb. Think shuri did the same
Oh the arb. Think shuri did the same
and revermore but he got DEEEP pockets
and revermore but he got DEEEP pockets
Wonder if skhynix goes triple digi
Wonder if skhynix goes triple digi
i'm still playing "the arb"
i'm still playing "the arb"
oh wtf is yours working well
oh wtf is yours working well
u long skhy then shorted skhx?
u long skhy then shorted skhx?
one day the skhynix gap will close, and i will say "told you" after getting shot 12 times in the street by people who lost it all because of me
one day the skhynix gap will close, and i will say "told you" after getting shot 12 times in the street by people who lost it all because of me
Though yeah current premium seems a bit steep
Though yeah current premium seems a bit steep
Tsmc listed in taiwan vs US ADR - you can never really expect parity
Tsmc listed in taiwan vs US ADR - you can never really expect parity
You can do a reversion trade on whether the ADR premium is "cheap" or "expensive" but expecting 1:1 is a dream since its only one way redemptions of ADR to native krx listing
You can do a reversion trade on whether the ADR premium is "cheap" or "expensive" but expecting 1:1 is a dream since its only one way redemptions of ADR to native krx listing
tsmc adr premium peaked at 30%
tsmc adr premium peaked at 30%
Korea is tricky to price, i dont expect it to narrow that far imo
Korea is tricky to price, i dont expect it to narrow that far imo
because of retail activity ?
because of retail activity ?
But also you dont know what funds will allocate to the ADR but wont touch the native listing
But also you dont know what funds will allocate to the ADR but wont touch the native listing
so the thesis that people dont want to hold in korea is bullshit
so the thesis that people dont want to hold in korea is bullshit