Devesh Kumar on Muck Rack

Devesh Kumar

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New Delhi
As seen in: Invezz, Medium, MSN, The Economic Times, Wiley Online Library, NDTV, Taylor & Francis Online, The Indian Express, Firstpost, Flipboard, Mint and
Learning | Financial Journalist | Investoo Group | Ex-Livemint | @IIMC
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Articles

Wall Street futures trade mixed: 5 things to know before the market opens

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By Devesh Kumar Verified
| Invezz Verified
Key Risk: Micron’s next earnings show a sharp re-acceleration in memory pricing/AI-driven demand, flipping the pullback into a new up-leg. Sell MU. Memory is cooling after a chip-led rally, and the article flags “less willing to chase” without fresh earnings confirmation. SK Hynix’s debut is a test of AI appetite, but memory shares already pulled back from earlier highs—so near-term upside looks capped while profit-taking spreads from memory to the rest of semis.
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Thinking of investing in SK Hynix ADS today? Here are 5 must-know risks and catalysts

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By Devesh Kumar Verified
| Invezz Verified
Key Risk: The stock gaps higher and holds the premium because demand stays extreme and FX/won moves don’t correct, leaving no valuation reset. Sell/avoid SKHYV (when-issued) and only buy SKHY after the first-day premium settles. The article flags the opening premium could widen versus the won-based fair value (and FX moves matter because 10 ADS = 1 Korean share).
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By Devesh Kumar Verified
| Invezz Verified
Key Risk: AI networking shifts to architectures that require less optical transport spend than expected, or hyperscalers delay capex. Buy CIEN. If Broadcom’s Ethernet approach reduces optical links and power while enabling faster, larger AI clusters, it increases the total value of transport gear per cluster and supports higher optical/networking capex. Tomahawk 6’s “fewer tiers” still drives more traffic volume and scale, which is Ciena’s sweet spot in coherent optics and transport. Buy AVGO.
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