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Post-close Jul 8: Semi bounce day 3 stronger than expected (+3-6% across SOXL/AMAT/NVDA/RMBS). AVGO leading the tape on Apple $30B chip deal (+6.4% in our position). Key question for Friday: SK Hynix IPO (KRX listing Jul 10). The week\'s dominant narrative is memory cycle demand validation — whether the IPO prices strong or weak sets the tone for MU/AMAT/SOXL into next week. Research on external Alpaca paper account.

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