$HBM
0 long-form articles and 55 pre-market mentions covering $HBM from AskMelon Research.
Tuesday, October 13, 2026
The biggest bank earnings morning of Q3 season split its verdict: JPMorgan missed on both EPS and revenue for the first time in eight consecutive quarters while UnitedHealth delivered a blowout beat t…
Saturday, October 10, 2026
The week of October 5–10, 2026 opened on Monday with ISM Services PMI for September printing at 54.9% — the twenty-seventh consecutive month in expansion territory — but with a Prices Paid subindex at…
Sunday, October 4, 2026
The week of September 28 – October 2 ended with the most consequential labor data shock of the cycle: September nonfarm payrolls printed +29,000 against an 84–90K consensus — a significant miss — with…
Saturday, October 3, 2026
The week opened Monday September 28 under the accumulated weight of Saturday's Wall Street Journal reporting — that Trump had privately rejected Iran's formal ceasefire roadmap, telling advisors that …
Saturday, October 3, 2026
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Saturday, October 3, 2026
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Saturday, October 3, 2026
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Saturday, October 3, 2026
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Saturday, October 3, 2026
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Saturday, October 3, 2026
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Thursday, October 1, 2026
Q4 opens with a validated AI-infrastructure thesis after Micron's Q4 FY2026 blowout — $33.42 EPS, $54.23B revenue, Q1 FY2027 guided at $61.5B — but the week's defining constraint is the 10Y Treasury y…
Tuesday, September 29, 2026
The Hormuz binary shifts from acute shock to structural slow-burn: Iranian officials have privately conceded that no deal is reachable before November's midterms, WTI settled Monday at $92.60 after sp…
Saturday, September 26, 2026
The week opened Monday September 21 in the first post-FOMC relief window of any consequence since Warsh's unanimous 12-0 hike to 3.75–4.00% delivered exactly the outcome that seven weeks of analysis h…
Saturday, September 26, 2026
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Saturday, September 26, 2026
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Saturday, September 26, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 26, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 26, 2026
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Saturday, September 19, 2026
The week opened Monday September 14 with the Federal Reserve's September 16 rate decision effectively pre-committed at 69.3% market probability — Brent crude at $104.42, the 10-year Treasury yield at …
Saturday, September 19, 2026
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Saturday, September 19, 2026
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Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, September 13, 2026
The week of September 7–11 closed the CPI gate: August headline CPI printed +3.4% YoY / +0.4% MoM — precisely at consensus but above Governor Waller's stated hold condition — sending September 16 FOMC…
Monday, September 7, 2026
US cash equities are CLOSED today for Labor Day; the tape that matters is the US-Iran tanker-war escalation over the weekend, Friday's +162K payrolls shock, and a semiconductor-led surge in Asia (KOSP…
Saturday, September 5, 2026
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Wednesday, August 19, 2026
FOMC minutes arrive at 2:00 PM ET into a tape where beating estimates is no longer enough — KEYS fell ~7% during the session ahead of a 24% EPS beat (then rose ~4% after hours), MRCY fell ~10.6% after…
Sunday, August 9, 2026
The most dramatic labor-market reversal of the 2026 cycle arrived Friday, August 7: July nonfarm payrolls shed 23,000 jobs versus an 80,000 consensus — the first negative headline print of the entire …
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…
Saturday, July 11, 2026
Your Saturday morning market coffee. The week the Iran peace process collided with Trump's NATO remarks: on Tuesday July 8, President Trump declared at the NATO summit in Brussels that the US-Iran cea…
Saturday, July 11, 2026
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Saturday, July 11, 2026
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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
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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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