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After the close of this root candlestick at 8 AM, it officially declares that SK Hynix has broken below the 1000 mark. Is it still a good time to buy the dip? Let's analyze in depth. 1. The real core reasons for this round of sharp decline First, Nvidia downgraded the HBM specifications for its new GPU, causing the market to directly worry about cooling demand for high-end AI storage, with funds leading the exit; Second, the stock price doubled within the year, accumulating a huge amount of profit-taking positions, so any negative news triggered a stampede to sell; Third, the 54 trillion KRW super expansion plan caused market panic, with funds worried about long-term overcapacity and profit dilution, leading to a preemptive valuation cut. 2. Don't be fooled by the short-term drop! The mid-to-long-term logic remains completely intact 1) The fundamentals are extremely strong Q2 profits surged 557% year-over-year, locking in 3–5 year long-term contracts with the world's top 10 cloud providers, with over half of capacity pre-sold. The rigid demand logic for AI storage has not collapsed at all. 2) The track's monopoly barriers remain top-tier SK Hynix holds a 70% market share in HBM and is jointly developing new HBF technology with SanDisk, making its advantages irreplaceable. 3) Multiple upcoming positive catalysts Q3 buybacks and dividends are being implemented, combined with expectations for a US ADR listing. Institutional target prices still have nearly double upside. The decline is entirely due to emotional and valuation selling, not logical reasons. 4. My operation I will continue holding $SKHY grid positions and keep grid arbitrage. If it breaks the range, I will look for entry points. Upon reaching ideal levels, I might open contracts. The pullback is an opportunity. ⚠️ Content is only a market review and does not constitute investment advice. #CPIToResetFedBets #AIMemorySelloffEases #BTCETHETFInflowsReturn