1. Analyst: U.S. CPI may post negative month-over-month growth, which would ease market concerns about an imminent Fed rate hike;
2. Samsung Electronics is reportedly conducting preliminary research into a potential U.S. IPO;
3. South Korean media: Samsung Foundry has secured a foundry order from Anthropic;
4. Jack Mallers says the dollar needs to depreciate and debt needs to be monetized; BTC sellers have been exhausted;
5. JPMorgan Chase: Tencent remains the highest-quality compound growth stock in China’s internet sector; reaffirms “Overweight” rating;
6. HSBC: It is too early to worry about the memory cycle peaking; among South Korean tech stocks, HSBC favors SK Hynix;
7. The NOXA website has been down for two days; the leading meme launchpad on the Robinhood Chain may change hands;
8. South Korean Ministry of Finance: South Korean chipmakers and shipbuilders are heavily selling off U.S. dollars in the forward market;
9. Binance will adjust funding rates for SK Hynix, Samsung, and Hyundai perpetual contracts;
10. Machi sold Bored Ape #251 at a loss of 6.99 ETH to raise funds for a $9.38 million ETH long position.
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Svmuu Evening Brief
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