AI + live data · analyst records & stock signals

Leaderboard Membership Builder

Connect your AI client via MCP

Endpoint (paste into an MCP client — anonymous, free, no key)

https://mcp.koalcheck.com/mcp

Or copy this and send it to your AI to set it up:

Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

Capabilities User guide

$SKHY

BEARISH2026-07-29

Price around the call

↓ 2026-07-29

By horizon✗ miss+4.4%

1d

✓ -4.3%

5d

✓ -7.3%

21d

✗ +4.4%

Original post

37度 · 2026-07-29

$SKHY 海力士交了一份可以说很"差"的财报： 1、营收79.3万亿韩元，环比增长 51%，同比增长256.8%；分析师预期83.85万亿韩元 2、营业利润60.54万亿韩元，环比增长61%，同比增长557.2% 3、毛利率83% 财报的影响： 1、韩海力士只跌到983就反弹，利空不深跌，那么就是要逼空一波了，做空的要小心，做空的赔率和胜率都低了，我合约挂了1010的多单，止损980，没有成交 2、高端存储扩产能速度非常快，下半年就放量，中低端不用说了，中长期绝对利空SNDK为代表的工业标准件存储 3、毛利率83%，大概率是到顶了，整个存储行业都在扩大资本支出和扩产能 4、进一步确认了存储是周期股，是周期股就不要格局，快进快出，当做合约玩就行，做好止损，找到盈亏比高的地方，撸一波走人，但更稳的长期策略是做空（短期我在做反弹） 5、这份财报有进一步提升“三星海力士价格已经是顶部了”的概率 6、后面的财报，很难比这个好，当然这个好是预期的好，不是实际的好坏，是和价格匹配的程度 7、除了HBM，预计其他产品线都很快会被中国碾压，中国人的做事周期和效率，不能用老美那一套来衡量未来操作方向：一个客观事实，神鱼老师的韩国散户杠杆数据显示，还是在历史的98%分位，依然非常高，后面只需要等韩国人继续拉杠杆到50%多，我们在高位继续空他，胜率非常高！韩国人的野性，我摸清楚了，海力士的波动很大，是很好的提款机，当然短期还是要多，吃一波反弹吧