Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
1 h ago 9 10
SK Hynix -12%, KOSPI breaks 7000: HBM complex takes a hit
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 12 5
SK Hynix's $26.5bn Wall Street landing - memory is the new oil, priced accordingly
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8