$XL2CSOPHYNIX(07709.HK)$SK Hynix(SKHY.US) The US ADR is already at a 50% premium compared to the underlying stock, that's just absurd, absolutely absurd. Some people are shorting the ADR and going lon...

NFLX 2Q26 First Take: Results were lukewarm against modest expectations, with revenue in line with guidance and growth clearly decelerating. The company guided Q3 revenue to $12.86bn, implying further...

  • 0

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $SPC Spacex In Talks To Provide Pentagon Billions Of Dollars Of Ai Cloud-computing Capacity, Sources Say - WSJ

🚨 ASIA IS BLEEDING — AND THE KOSPI DRAGON IS STILL ASLEEP.

More than $600B erased in two days as tech and memory stocks get crushed.

South Korea was closed today, but it reopens Monday before the U.S. ...
  • 0

AI stocks are still leading global markets, but the rally is uneven and fragile. Corrections are healthy - they shift the narrative from scarcity premium to fundamentals. Therefore, my take is that:

Se...

$Micron Tech(MU.US) new trade my paydays sold for good payday %. I have the stop for today on the swing trade at breakeven. If closes high enough I will keep the swing. End of day important

Source: ...

Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requir...

  • 0