LIWEI_TW Capital(@LIWEI_TWCapital):I fully understand the volatility drag and decay associated with leveraged ETFs. However, my market experience tells me that even for the most brutal cyclical stocks—such as shipping equities—after a steep pullback from their peaks, a 3x forward P/E is already nearing the lower bound of a reasonable valuation range. Let alone a memory industry leader with a significantly deeper economic moat. My rational mind tells me that any further downside for SK Hynix is purely driven by emotional selling, and I should act as a contrarian and pull the trigger on a buy

2026.07.18 05:17

I fully understand the volatility drag and decay associated with leveraged ETFs. However, my market experience tells me that even for the most brutal cyclical stocks—such as shipping equities—after a steep pullback from their peaks, a 3x forward P/E is already nearing the lower bound of a reasonable valuation range. Let alone a memory industry leader with a significantly deeper economic moat. My rational mind tells me that any further downside for SK Hynix is purely driven by emotional selling, and I should act as a contrarian and pull the trigger on a buy