EWY
EWYWho's tracking it
People we track who have mentioned this stock — their take and the move.
Bank of America is criticized for issuing misleading analyses that harm retail investors,
Similarly, EWY was also flagged as an extreme bubble by Bank of America per the author, causing retail selling, but the index later rallied to all-time highs, indicating potential bullish momentum.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
At $115, people thought KOSPI was a bubble and that LNG/helium/oil would disrupt the memory trade, but thesis validated.
Source: X / @aleabitoreddit ↗The author reflects that widespread bearish sentiment on memory three months ago preceded
EWY, a Korea ETF, gained 65.91% from $132 to $219, reflecting the memory sector's regional impact.
Source: X / @aleabitoreddit ↗The author highlights their successful prediction that Micron (MU) would follow Nvidia's t
Author notes EWY longs are 'up a lot' and implies positive performance.
Source: X / @aleabitoreddit ↗The author outlines three investment themes—neoclouds, photonics, memory—and discusses spe
Included as a thesis idea without explicit bullish or bearish stance.
Source: X / @aleabitoreddit ↗The author highlights a successful volatility expansion trade on $EWY (iShares MSCI South
The author executed a volatility expansion trade on EWY (South Korea ETF) from 32% to 58% IV, achieving ~383% return. They linked this to memory concentration risk and underlying strength in SK Hynix and Samsung, indicating a strong bullish view on the index's volatility and direction.
Source: X / @aleabitoreddit ↗The post warns against following Bank of America's sell advice on Korean memory stocks (SK
Author uses Bank of America's past misjudgment of Korean memory stocks as a counter-indicator, implying the current sell call may be similarly wrong and the sector could rally again.
Source: X / @aleabitoreddit ↗NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; t
Samsung and SK Hynix (constituents of EWY) benefit from the same memory shortage, validating their profit outlook.
Source: X / @aleabitoreddit ↗
