Grammmmm

13 posts

Grammmmm

Grammmmm

@Grammmmm1

Katılım Ağustos 2018
1 Takip Edilen2 Takipçiler
Deni
Deni@Deni87292790637·
@haeseog_s @babi210920 @SnowMadeIV Si en vez de ponerse rojos con el sol se ponen amarillos eso quiere decir que no son blancos beba, supéralo.
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Grammmmm
Grammmmm@Grammmmm1·
@T1Hanni @haeseog_s @babi210920 @SnowMadeIV And the fact is, Europeans historically classified East Asians as white at first. However, when they rejected Catholicism, Europeans began to distinguish East Asians from themselves.
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はる@日米トレーダー
@mamimumemo_kabu $EWY か $DRAM なんじゃないかなぁ でも、1番2倍に速いのはレバレッジもある $MUU だと思うよ。キオクシアより多分速いと思う🤤
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はる@日米トレーダー
サムスンがマイクロンを抜き、自動車用メモリのトップになった。AIに否定的なニュースが出るとサムスンはそこまで落ちないけど $MU はそこそこ打撃受けそうなニュース内容ではある🙃 それでも強いは強いから覚えておく程度ではある en.bloomingbit.io/feed/news/1132…
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Grammmmm@Grammmmm1·
@misterrcrypto Even if Samsung and Hynix are completely excluded from the index, the KOSPI has still doubled.
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Mister Crypto
Mister Crypto@misterrcrypto·
BREAKING: 🇰🇷 SOUTH KOREA'S BUBBLE IS ABOUT TO BURST South Korea's KOSPI isn't what you think it is. One year ago it was at 2,500. Today it's breaking 8,500. That's a 3.5x move in 12 months. But here's the catch. Two companies control the entire index. Samsung and SK Hynix. That's it. When an index is that concentrated, it's not a market. It's a trade. And trades this parabolic don't last. Smart money watches concentration levels like this. Because when they break, they break hard.
Mister Crypto tweet media
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Grammmmm@Grammmmm1·
@cosmosmile1 @paurooteri サムスンのスマホはアップルと、家電はLGと競合し、メモリ半導体はSKハイニックス、ファウンドリ半導体はTSMCと競合している。
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URUMA
URUMA@cosmosmile1·
@paurooteri 韓国国内では独禁法違反で大きくしてるからね。 日本では例えば電気会社をたくさんまとめて合併はできないし。
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Grammmmm@Grammmmm1·
@Deenobrown123 @aleabitoreddit Describing memory as a cyclical industry is a narrative from before the AI revolution. We are in a different era now
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Dean Marantis🇺🇸🇬🇷
Dean Marantis🇺🇸🇬🇷@Deenobrown123·
@aleabitoreddit But, but, it’s cyclical. Same with Micron. That money doesn’t count. It’s not real money if it’s cyclical. 😂 at least, that’s what the art people on X keep telling everyone! 😂 😂 😂
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Serenity
Serenity@aleabitoreddit·
My mind is blown on Samsung and Sk Hynix projections - $EWY? Macquarie projects Samsung Electronics to make: FY2026: ~$210.8 billion USD (+73% increase from prior KRW 172.1 trillion) FY2027: ~$333.7 billion USD (+82% from KRW 260.1 trillion) Sk Hynix: FY2026: ~$190.5 billion USD (+58% from KRW 272.2 trillion) FY2027: ~$312.8 billion USD (+77% from KRW 447 trillion) (Numbers heavily depend on conversion rates). If these projections are true: The operating profit from SK Hynix from 2026+2027 are close to eclipsing it's current marketcap. Macquarie's report slashed their projected forward P/E ratios to an absurd 3.7x by 2027 for Samsung and 2.2x for SK Hynix for 2027. It feels unreal but these are genuine projections from Macquarie's desk.
Serenity tweet media
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Grammmmm@Grammmmm1·
@c01dcold @business 코스피관련 부정적인 말하는 ㅅㄲ들 하나 같이 위치정보보면 Koreaㅋㅋ
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🫡
🫡@c01dcold·
@business It is following a trend similar to Venezuela’s economy right before it collapsed.
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