$HBM
0 long-form articles and 25 pre-market mentions covering $HBM from AskMelon Research.
Saturday, July 18, 2026
Your Saturday morning market coffee. The week the Iran ceasefire stopped being a rhetorical feint and became a real war again: over the weekend of July 11-12, CENTCOM struck more than 140 Iranian site…
Wednesday, July 15, 2026
ASML's €9.33B Q2 blowout and a June CPI print of +3.5% YoY — the largest single-month inflation decline since April 2020 — land together as the clearest simultaneous bull signal this market has seen i…
Monday, July 13, 2026
The fragile ceasefire collapsed over the weekend — CENTCOM struck 140+ Iranian military sites Saturday night, Iran declared the Strait of Hormuz closed and retaliated across five Gulf states including…
Sunday, July 12, 2026
The Strait of Hormuz has been formally declared closed for the second time in 2026: Iran's IRGC Navy announced Sunday that the waterway is shut after US Central Command completed its third wave of pre…
Friday, July 10, 2026
The week's defining moment arrives this morning: SK Hynix's $26.5B Nasdaq debut opens as SKHYV at $158.14 — a +6.1% first-print against the $149 offer price — validating the AI-memory investment thesi…
Thursday, July 2, 2026
Q3's second session opens on a knife-edge: chipmakers are clawing back Wednesday's brutal −5% flush, futures are modestly green, and the whole tape is coiled around one 8:30 AM print — June payrolls, …
Wednesday, July 1, 2026
Q3's first session opens with the market's most-crowded H1 trade — the memory/semiconductor super-cycle — in profit-taking mode, two consecutive soft US data prints, and a Fed Chair who refused to giv…
Saturday, June 27, 2026
Your Saturday morning market coffee. The week the AI supercycle sent its invoice: South Korea's KOSPI triggered a circuit breaker on Tuesday after plunging 9.99% as Samsung and SK Hynix each fell more…
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Thursday, June 25, 2026
Micron obliterated every estimate in semiconductor history — $41.46B revenue against a ~$35.7B consensus, 84.9% record gross margin, Q4 guidance of $50B — transforming Tuesday's KOSPI-contagion flush …
Wednesday, June 24, 2026
Micron reports at 4:30 PM — after Tuesday's −13.18% KOSPI-contagion wipeout, with 27/30 analysts at Buy and ±17% vol loaded — while Bank of America projected three 2026 Fed hikes (Deutsche Bank at two…
Tuesday, June 23, 2026
The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…
Monday, June 22, 2026
The peace dividend collides with its first credibility test: Trump called the Iran ceasefire "on life support" over the weekend as Lebanon fighting erupted and Geneva talks were cancelled, while UK Pr…
Sunday, June 21, 2026
The week of June 15–19 ended with a double resolution that immediately unraveled: the S&P 500 recovered to 7,500.58 (+1.08%) on Thursday June 18 — confirming markets could absorb Warsh's hawkish inaug…
Saturday, June 20, 2026
Your Saturday morning market coffee. The week Kevin Warsh delivered his most consequential opening statement as Federal Reserve Chair — a 130-word policy statement that replaced 341 words and eliminat…
Friday, June 19, 2026
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Monday, June 15, 2026
The United States and Iran formally agreed an MOU on June 14 — signing ceremony in Geneva scheduled June 19, Hormuz naval blockade halted by executive order, WTI extending its slide to $80.14 (−5.6%) …
Sunday, June 7, 2026
The week that ended Friday June 6 was defined by two earthquakes of opposite sign: May's nonfarm payrolls printed 172,000 — more than double the 85,000 consensus and one of the largest monthly beats o…
Sunday, May 31, 2026
Nine consecutive S&P 500 winning weeks, all three major indices at all-time highs, and a month-end close that saw the Dow cross 51,000 for the first time and WTI post its worst May since April 2025 (~…
Sunday, May 24, 2026
The week of May 18–22 ended with the S&P 500 posting its eighth consecutive winning week (7,408→7,473.47, +0.9%) after NVIDIA delivered the most comprehensive earnings beat of the AI era — $81.62B rev…
Sunday, May 17, 2026
The week that began at S&P 500 ATH 7,398.93 ended at 7,408.50 — nominally flat — but the path was anything but: CSCO raised its AI orders full-year guidance to $9B, AMAT printed a record quarter, Wars…
Thursday, May 14, 2026
Cisco's AI infrastructure orders nearly doubled in one quarter — from $5 billion to $9 billion — pushing the S&P 500 to a new all-time high on a day when PPI printed +1.4% MoM (the largest monthly sur…
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…