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LPL Trade Ideas
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SK Hynix doubles down on $64B factory spending just as demand fears trigger 6% Korea rout
SHORT · 2026-07-02SK Hynix just announced a massive $64 billion spending spree for new chip plants right as investors are panicking that there is already too much AI computing power. This creates a dangerous mismatch: heavy new spending at the exact moment demand fears are spiking.