StreetAccount Wednesday morning check-in: • AI trade outperforming again with heightened focus on favorable fundamental backdrop highlighted by earnings. SK Hynix the highlight following a big beat and comments about LTAs with 14 major customers covering 50%+ of its production capacity for 2027 and 2028, along with expectations for memory demand to outpace supply through 2030 (and $75B capital return). While AI earnings read-throughs were upbeat elsewhere in tech, some focus on a high bar. Renewed divergence between AI trade and breadth another area of scrutiny (one of the takeaways from Tuesday's trading). Oil strength the other big story today with report White House has told Gulf allies to prepare for a possible short-but-intense military campaign against Iran after the midterms. However, this has already been the consensus view (and oil has repriced for kinetic risk in recent weeks). FOMC meeting this afternoon increasingly framed as a likely non-event for stocks, while market much more interested in earnings from Microsoft and Google after the close (and Amazon the next day). Cloud revenue/backlog growth the key area of focus amid the myriad moving pieces surrounding capex and monetization dynamics. $MSFT $AMZN $GOOGL #SkyHynix# #MarketUpdate# #AI# #Equities# #Markets# #AIInfrastructure# #Memory# #HBM# #CloudComputing# #Capex# #Monetization# #CloudRevenue# #TechEarnings# #Earnings# #Oil# #Iran# #MiddleEast# #FOMC# #WhiteHouse# #Fed# #InterestRates# #FinTwit# Gain immediate access to unparalleled insights with #StreetAccount#:

#SKhynix# unveils its ultra-lightweight H-TPU for #SSD# controllers, using just 4% of a conventional CPU core’s area and 2.5% of its power. Designed to ease storage bottlenecks, the architecture may also support future #HBF# applications.💡More: 🔗

#SKhynix’s# #Solidigm# is reportedly expanding Taiwan data center #SSD# production with another ODM site, with shipments starting in December. The move targets booming AI demand and closer ties with Taiwan’s server giants. 💡More: 🔗

#SKhynix# (KRX: 000660) jumped ~6% today as the AI memory trade rebounds 👀 A few things are lining up: • U.S. semiconductors bounced overnight, with the SOX up 3.1% and Micron gaining 5.5%. • SK hynix’s ₩40T share buyback and cancellation program is still underway, covering ~3.3% of shares outstanding. • AI memory demand remains the bigger story, with HBM and DRAM sitting at the center of the infrastructure buildout. For traders looking for more flexibility, StableStock also supports up to 6x spot leverage on SK hynix, with 0% intraday interest. Trade #SKhynix# on StableStock: → #HBM# #DRAM# #KoreanStocks# Not investment advice. For informational purposes only.

@SKhynix’s Indiana groundbreaking brought together government leaders, Purdue University, industry partners, and the local community, marking the beginning of a shared journey in AI memory. 🎥 #SKhynix# #Indiana#

@SKhynix has broken ground on its Indiana fab, marking a new milestone for U.S. AI innovation. Discover the people, partnerships, and moments behind the beginning of this journey. 🔗 Read the full story below. #SKhynix# #HBM# #Purdue# #Indiana#

@SKhynix is widely recognized as a global leader in #DRAM#. But does its expertise end there? Swipe through to decode the answer and explore its role in the AI era. 🔍 #SKhynix# #AIMemory# #AIInfrastructure#

@SKhynix will repurchase and cancel KRW 40 trillion in treasury shares, the largest such cancellation by a South Korean listed company. The company also plans to return over 50% of cumulative FCF for 2025–2027. 🔗 #SKhynix# #ShareholderReturn#

@SKhynix will invest approximately KRW 54 trillion in new fabs in Yongin and Cheongju to secure its mid-to-long-term production base for growing AI memory demand. The investment will support expanded production of HBM, DRAM, and NAND. 🔗 #SKhynix#