Stocks / Unknown
HBM
Hudbay Minerals Inc.
$29.831d +5.8%5d +11.8%settled close · 2026-08-21
Who’s talkingIdea Scout · free
Who’s talking about HBM
3 long1 shortlatest 2026-07-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-11 | Ed Bloomberg Tech HostHost, Bloomberg Technology | Long | Bloomberg Television | For every Nvidia GPU sold, eight HBM chips are required, so HBM demand grows in lockstep with AI datacenter… |
| 2026-07-10 | Kristina PartsinevelosCNBC reporter | Long | CNBC Television | SK Hynix's US ADR listing gives investors pure-play access to the dominant high-bandwidth memory supplier to… |
| 2026-07-10 | Christina PartsnevelisReporter, CNBC | Short | CNBC Television | SK Hynix's Nasdaq raise directly funds $720B in new fab capacity that begins coming online from late 2027… |
| 2026-07-08 | Ceo Park RebellionsCEO, Rebellions | Long | CNBC International | AI architectures are fundamentally memory-bandwidth-constrained as models and context sequences grow larger… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where HBM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 17 of 120 sessions qualified.
The 5 most recent days are for Brief subscribers — the outcomes below are the free record.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-08-04 | ||||||
| 2026-07-27 | $22.50 | 2.0× | $1M | 91.0% | 37.3% | pending |
| 2026-07-21 | $23.21 | 2.2× | $2M | 64.2% | 25.8% | +12.3% |
| 2026-06-01 | $30.71 | 5.2× | $0M | 94.7% | 72.5% | -23.3% |
| 2026-05-28 | $28.23 | 2.9× | $0M | 93.2% | 82.0% | -16.9% |
| 2026-05-13 | $27.88 | 2.2× | $7M | 87.0% | 31.9% | -3.6% |
| 2026-05-12 | $27.13 | 3.7× | $7M | 78.8% | 11.3% | -9.7% |
| 2026-04-20 | $25.43 | 2.5× | $4M | 36.8% | 21.8% | -2.8% |
| 2026-04-17 | $25.88 | 3.3× | $4M | 49.7% | 17.6% | -7.4% |
| 2026-04-15 | $25.09 | 1.6× | $5M | 92.3% | 33.4% | -1.3% |
| 2026-04-14 | $24.72 | 1.7× | $5M | 92.3% | 33.4% | +11.0% |
| 2026-04-13 | $24.41 | 2.7× | $4M | 59.8% | 22.1% | +14.2% |
| 2026-04-08 | $23.78 | 2.1× | $4M | 94.1% | 5.0% | +2.9% |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
HBM is in this morning’s Brief.
Get The Brief — $20/mo →
Play history
The Playbook · coming
Has a validated strategy ever fired on HBM?
Has a validated strategy ever fired on HBM — and how did the trades resolve? Even “never fired” is information.
Fire-by-fire history — play, entry, exit,
result — is Playbook member content (coming).
| Fired | Play | Entry | Exit | Result |
|---|---|---|---|---|
Every play carries a written
validation gate, a spec, and a changelog.
How plays are validated