SK Hynix staged a sharp rebound today, with funding rates on trade.xyz indicating investors may be actively shorting.

According to South Korean media reports, the margin requirement for leveraged chip ETFs in South Korea may be increased fivefold.

According to Hyperinsight monitoring, the whale starting with 0x0ad, which previously bet on a semiconductor rebound, has recently increased its long position in Micron Technology (MU) to 9,984.704 shares, an increase of approximately 96% from before, making it the largest MU long on Hyperliquid. However, the whale has no intention of chasing further gains; two take-profit sell orders have been fully placed above the cost line, with plans to exit at break-even. The whale currently holds around $9.949 million in MU longs with 3x leverage, at an average entry price of $1005.134. MU rebounded above $1000 intraday today before pulling back slightly, trading at $996.325. The position briefly broke even but now shows an unrealized loss of about $87,000 (-2.6%). Order data indicates the whale plans to liquidate its entire position in two batches above the cost line: a sell order for 4,984.704 shares at $1036, worth approximately $5.164 million; and a sell order for 5,000 shares at $1038.5, worth around $5.193 million. The two orders total 9,984.704 shares, roughly $10.357 million, exactly covering the entire MU long position. If fully executed, the address will exit at a profit above the cost line, generating an estimated gain of about $321,000 based on the order prices. On the long order side, another MU whale starting with 0x364, with a position size of over $1 million, has adopted a similar arrangement: its position is about $1.023 million, average entry price of $980.861, and has placed a take-profit order at $1039 covering its entire position. Both whales target the area before $1040 as the key exit point for this rebound. Previous news: "Whale Alert": The largest long on SK Hynix opened a position with $2.7 million, with an unrealized loss of $370,000. HyperInsight Bot is now live. Add @HyperInsightBot to your Telegram group and set it as an admin (enable message sending permission) to automatically sync on-chain news.

On Wednesday, ASML (ASML.O), the world's largest supplier of semiconductor manufacturing equipment, reported second-quarter revenue and profit that exceeded market expectations, as demand from artificial intelligence (AI) chip manufacturers offset uncertainties surrounding sales to China. According to LSEG consensus estimates, ASML's revenue for the three months ended June 30 was €9.33 billion (approximately $10.9 billion), higher than analysts' forecast of €8.8 billion. Net profit came in at €2.92 billion, also above the market expectation of €2.62 billion. As of press time, ASML's pre-market shares were up 2.73%.

According to an official announcement, OKX will launch its first batch of tokenized US stock spot trading on July 16. Users can hold and trade price exposure of underlying stocks or ETFs in "share" units, with assets named by adding an "X" prefix to the stock ticker (e.g., XNVDA, XTSLA). Deposits and withdrawals are supported via Solana and X Layer networks, with 24/7 trading available, and trading pairs are priced in USDT. It is reported that the product operates 24/7, with prices during non-trading hours calculated based on the latest closing price plus market estimates. Positions in this product are held in the same account as spot and stock perpetual contracts, allowing direct trading with USDT without the need for a brokerage account. It supports automated trading via strategy bots such as dollar-cost averaging and grid trading, and dividends will be reinvested at the issuer level and returned in the form of increased shares.

Prediction market Kalshi announced the launch of GPU computing forward curves, covering Nvidia’s B200, H200, and A100 chips, to offer market-anticipated future computing price predictions.

On trade.xyz, the contract price of Changxin Technology (CXMT) has plunged sharply, falling more than 11% in the past hour to a current level of $7.6. During the same period, CXMT’s trading volume surged to $11.16 million, while open interest reached $9.15 million.