Freeport Markets (@freeportmarkets) / X

Freeport Markets

703 posts

Freeport Markets

@freeportmarkets

Trade Anything. Track Everything. Backed by @ycombinator @Alliance Join our Discord Server 👇 discord.gg/FuCH4CyMD

New York, NY

Joined July 2025

Affiliates Replies Media

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Freeport Markets
@freeportmarkets
Jun 15
actually 78m now 👀🤑
Alliance
@alliance
Jun 15
Freeport Markets (@freeportmarkets) gives retail traders buy/sell signals as breaking news happens, allowing users to trade ahead of price moves. With $60M traded and growing 50% month-over-month, it's clear that a new generation of traders is adopting the tools once reserved
00:00
Freeport Markets
@freeportmarkets
1h
The Iran war headline will grab all the attention. The 60-day War Powers clock Trump just started will grab almost none, and that's the one that actually matters. It gives him two months to keep hitting Iran without going back to Congress for approval. 4 stocks worth watching:
Freeport Markets
@freeportmarkets
7h
Korea's stock rally has a credit-ceiling problem. The five major banks used most of their annual household-loan room in H1, and some are already past the targets they agreed with regulators. With growth guidance near 1.5% and several banks self-capping tighter, H2 is when the
zerohedge
@zerohedge
22h
Korea's banks are running out of dry powder to keep the stock bubble rising South Korea's five major commercial banks have exhausted over 85% of their annual household loan growth limits in the first half of the year due to persistent demand for home mortgages (which are being
Freeport Markets
@freeportmarkets
Jul 10
Replying to @freeportmarkets
4. The valuation angle people are watching: Hynix trades near 5.5x forward earnings vs Micron's ~6.7x, despite leading the HBM market both supply. A US listing gives American investors a clean route into that trade for the first time, and the bull case is a re-rating toward its
Freeport Markets
@freeportmarkets
Jul 10
5. The other side: chip names cooled this week on slower AI-spend fears, and Hynix has round-tripped ~25% in two weeks even after a 680% run over the past year. There's also the "Korea discount," and some analysts doubt the listing lifts the Seoul-traded shares much. The
Freeport Markets
@freeportmarkets
Jul 10
6. Watch next: where SKHYV settles after the pop fades, whether the Micron gap actually closes, and Monday's move once it trades under the permanent SKHY ticker.
Freeport Markets
@freeportmarkets
Jul 10
Replying to @freeportmarkets
3. Demand for the deal was real. The book was 7x+ oversubscribed. Baillie Gifford, Coatue, and Situational Awareness Partners indicated up to $7B combined. Proceeds go to new fabs and EUV lithography tools to push HBM output higher.
Freeport Markets
@freeportmarkets
Jul 10
1. SK Hynix just pulled off the largest US listing ever by a foreign company. $26.5B raised, 177.9M ADRs priced at $149, opened ~14% above offer. It tops Alibaba's $25B from 2014 and ranks as the third-biggest share sale globally, behind only SpaceX and Saudi Aramco.
zerohedge
@zerohedge
Jul 10
*SK HYNIX OPENS 14% ABOVE OFFER PRICE AFTER $26.5B ADR SALE
Freeport Markets
@freeportmarkets
Jul 10
2. It's not a household name in the US, but it should be. SK Hynix makes ~56% of the world's high-bandwidth memory, the chips stacked next to Nvidia's GPUs in every AI server. Jensen Huang has called it Nvidia's largest memory partner and said the memory shortage runs for years.
Freeport Markets
@freeportmarkets
Jul 9
If you're young, running zero leverage is its own kind of risk. You have decades of income ahead. Small portfolio, long runway. The math says size up. But there's a right amount. It's called the Kelly criterion. Bet under it and you grow too slow. Bet over it and one bad streak
Size It Right: The Bet-Sizing Game
From freeportmarkets.com
Freeport Markets
@freeportmarkets
Jul 9
Chip equipment stocks are leading the market this morning. Applied Materials, Lam Research and KLA are all up double digits. Micron is up 8%. The move is running through anything tied to AI memory and manufacturing, with SK Hynix set to list in the US on Friday. The money is
unusual_whales
@unusual_whales
Jul 9
A mild morning.
Freeport Markets
@freeportmarkets
Jul 7
We built something too big for a phone screen... More info soon
Freeport Markets
@freeportmarkets
Jul 6
67.77% Accurate
00:00
Freeport Markets
@freeportmarkets
Jul 6
Trump just said “go buy a Dell” But the real $DELL story is not about people buying laptops. Dell is becoming one of the biggest picks and shovels plays in AI infrastructure. Most investors still think of Dell as a boring PC company. That is outdated. In its latest quarter,
Kalshi
@Kalshi
Jul 6
JUST IN: Trump says "go out and buy" Dell
Freeport Markets
@freeportmarkets
Jul 6
POV: that one sweaty intern
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Freeport Markets
@freeportmarkets
Jul 5
Sorry we couldn’t come to the white party, but we sent our intern. He had such a great time. Shoutout to the goat @michaelrubin
Freeport Markets
@freeportmarkets
Jul 4
Happy 4th of July!