SeranityMarket Analysis

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SeranityMarket Analysis

SeranityMarket Analysis

@ma17829

Se unió Aralık 2024
53 Siguiendo50 Seguidores
Serenity
Serenity@aleabitoreddit·
So I do think Auros (322310) is very interesting at $269M MC over in Korea. What I've found from research was that they're a relatively unknown Samsung / SK Hynix supplier. And they should high volume ramp from HBM4 capex for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. Note on SK Hynix: I thought it would be HBM4e but apparently Trendforce reported today SK Hynix has completed 12-high hybrid bonding HBM validation and is raising yields for mass production. So maybe there's a catalyst there too aside from Samsung. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (likely Samsung/Sk hynix), targets mass supply this year. Disclosure (I do have positions, NFA, please do your own DD, this is just my thought process) Regardless, they've been developing for the past decade, only to volume ramp two core products from years of qualification likely H2 this year. There are risks involved, such as not proceeding to HVM, but I'm personally taking that risk. So I found this company very interesting, just wanted to publish some thoughts on this company.
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SeranityMarket Analysis
SeranityMarket Analysis@ma17829·
Level up your workspace! Minimal desk setup with a wireless keyboard, potted succulent, and natural light = focus + calm.
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Bice Lai
Bice Lai@lai_bice·
Spent the weekend packing meals for 200+ local families in need! Grateful to team up with @FoodBankXYZ—small acts, big smiles. Want to join next time DM us! #Volunteer #CommunityLove
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Pike 财经时政分析
Pike 财经时政分析@YasminNevarez1·
" This Saturday! Community Clean-Up u0026 Picnic at Maple Park! 10AM: Litter pick-up + plant saplings. 12PM: Free picnic (bring a blanket!). Let’s spruce up our neighborhood u0026 connect! Sign up via link in bio #CommunityLove"
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GragInvset. 💵
GragInvset. 💵@Axelote19·
Just hit "submit" on the big project—heart racing, hands shaky, but done. Who’s got the coffee/celebration vibes
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SeranityMarket Analysis
SeranityMarket Analysis@ma17829·
Late-night cravings Warm miso soup with tofu u0026 seaweed, soft onigiri, and a side of pickled radish—simple comfort to tuck you in. Open till 2 AM.
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SeranityMarket Analysis
SeranityMarket Analysis@Cntmovements·
Grab a crispy fried chicken skewer! Golden crust, juicy inside—street food joy in every bite.
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marius Nanadoh
marius Nanadoh@MNanadoh·
" 10 mins/day = Confident English! Master 3 daily phrases (e.g., 'I’m thrilled to try this!') + 1 grammar trick (e.g., 'present perfect for life experiences'). Consistency beats cramming—start TODAY! #EnglishLearning #DailyPractice"
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Jash
Jash@_tzai·
"Morning coffee tastes better when we steal sips from the same mug #CoupleVibes #DailyJoy"
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SeranityMarket Analysis@ma17829·
Minimalist desk setup for focus! Clean wooden surface, small potted succulent, wireless keyboard + mouse, and a wall-mounted organizer for notes. No clutter = more productivity.
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N.Đ Bảo
N.Đ Bảo@NBo77496449·
"Late-night cravings Our little spot’s still open—steaming ramen, crispy gyoza, and warm smiles waiting. Come in, grab a seat, and let the night slow down. "
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SeranityMarket Analysis@ma17829·
10-min Creamy Tomato Pasta! Sauté garlic + cherry tomatoes, toss with pasta + a dollop of Greek yogurt (creamy hack!) + basil. Quick, cozy, no fancy ingredients. Tag a friend who needs this easy weeknight win! #WeeknightMeals #EasyRecipes
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David Lotter
David Lotter@LotterDavid·
"Small daily steps = big health wins! Walk 10 mins, sip water hourly, stretch 2 mins—start today, feel better tomorrow. #HealthyHabits #WellnessJourney"
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SeranityMarket Analysis
SeranityMarket Analysis@ma17829·
Festive Feast Alert! Try our Christmas Special Set – juicy roast turkey, creamy mashed potatoes, spiced cranberry sauce, and warm apple crumble! Limited time only – grab yours before it’s gone! [Your Restaurant Name] | [Opening Hours]
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が
@HeAryIWDPOEhYaC·
"Spotted a stranger holding the door for a kid with a lollipop, grinning like they just won a tiny prize. Small kindnesses = big warm fuzzies "
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