@mathlonning Watching it hit 22 AH feels like sitting on a beach watching the waves roll…tremendous
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Noone
83 posts
@institLPGP This makes no sense whatsoever. DRAM isn’t magically going to fall out of the sky because it’s expensive
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Prediction: a deepseek R1-like moment is coming for dram
Jukan@jukan05
Nomura argues that DRAM makers should be valued on a PER basis, with a target price of KRW 590,000 for Samsung Electronics and KRW 4,000,000 for SK Hynix.🤯
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QTing since it's a commonly asked question:
lumira is conducting an internal investigation on their entire supply chain to determine what went wrong and will be implementing independent 3p testing per batch number
then they will be released from peptaura jail
FeelsComfy@NoMaccasPls
@punishedfounder Tell me bro, when can we expect Lumira back? You did amazing job dealing with this fudshow. Peptaura.
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@Sofigoodboy This will become more common as the money supply increases.
We are early to Weimar
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주식으로 100배 먹기가 이렇게 힘들다
15년동안 100배 이상 오른 주식이 생각보다 많지 않음
1천만원 넣어서 15년 지나서 100배면 10억임
그 과정에서 1천만원이 5백만원 됐다가 몇천만원 됐다가 와리가리 겁나 할거라 변동성에 다 떨어져나감
1억 넣으면 되지 않냐고? 한 종목에 1억 넣고 15년 버티는 사람이 많을까..?
- 결론 : 적당히 먹고 튀자... PoeTSD 오기 전에..
펭귄@babybluecream
15년동안 100배 상승한 주식
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@Sandeman52 It was until I thought I was invincible and ran it on margin and trump tweeted 😂
I did it with Penny stocks when they were hot , but these small cap returns are too hot to ignore
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I feel blessed. 🙌🙏
I’ve had to update my stats and year end goals 3 times in the last 2 weeks.
I keep the updated stats and goals in the home page.
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If Intel wins the 4 die Rubin Ultra packaging orders, then CoPoS is coming soon
Macro_Lin ｜ 市场观察员@LinQingV
$INTC Intel切入NVIDIA先进封装供应链的时点可能从2028年Feynman提前到2027年Rubin Ultra，CoWoS独家依赖出现松动。 UBS的具体说法是NVIDIA给Rubin Ultra做产品分级，2-die保留在TSMC CoWoS-L，4-die改用Intel EMIB-T。CoWoS-L做4-reticle级die的良率和interposer尺寸都吃紧，前段时间Commercial Times报Rubin Ultra缩回dual-die，源头就是这个物理瓶颈。 EMIB-T在bridge里加TSV做垂直供电，解决了标准EMIB在HBM4级供电下的电压droop问题。封装尺寸支持到120x180mm，panel利用率约90%，CoWoS interposer的wafer利用率约60%。Bernstein估算EMIB-T单颗封装成本百元级，CoWoS千元级。 NVIDIA此前已确认在Feynman上让Intel承担I/O die（18A或14A），并在EMIB封装上拿约25%份额。Rubin Ultra 4-die SKU如果被确认属实，Intel封装进入NVIDIA供应链的时间表就从2028年提前到2027年。
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@pennycheck I’m not shorting that, the market can stay dumb longer than I can be solvent
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@aleabitoreddit Poet seems to be a value extraction vehicle imo. Saw the same patterns with shady penny stocks all the time
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@napoleon21st We will be proven correct at 60$ happy with the results so far. I anticipate a slowdown. We may get the run we want once Q3 rolls around and we get headlines…in this market that’s the name of the game.
@triotechtrt great quarter time to tell the world now
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Well I and others were proven correct about $TRT while some said it was fairly valued at 120m
Remember who said what
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@mathlonning Should be published on seeking alpha, keep up the great work
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Noone retweetledi
Noone retweetledi
$TRT
The company grew revenues by ~120% YoY while growing SG&A expenses and R&D expenses by only ~10% each.
Economies of scale in display.
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a year and half ago i sold $NVTS at $2.29 and it did nice 10X in 18 months 😀
just saw $NVTS price today lol
Gublo 🇨🇦@Gubloinvestor
This is Screenshot of my desk while watching @TheRonnieVShow Sold $NVTS at $2.29 $Coin at $212 Bought $TSLA at $253 $W wayfair at $40 This was all in November of last year 2024. I regret selling them way too early.
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@aleabitoreddit Another question to ask is. Why would they do it now? I bet you this financial quarter is better than last performance
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Wow, $SIVE to be listed in the MSCI Global Small Cap Index.
This is overwhelmly positively as it triggers more passive inflows as the MC grows.
Rebalancing takes places May 29th.
softcareline@user637826
@aleabitoreddit Now it’s also being listed to the MSCI Small Cap Index. Swedish article: di.se/live/kursraket…
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👀
I'm no Korean stock expert but it's not good.
First Squawk@FirstSquawk
SAMSUNG ELECTRONICS AND ITS LABOR UNION FAILED TO REACH A WAGE AGREEMENT AFTER MARATHON NEGOTIATIONS, INCREASING THE RISK OF AN 18-DAY STRIKE THAT COULD DISRUPT GLOBAL SEMICONDUCTOR SUPPLY CHAINS AND AI-MEMORY CHIP PRODUCTION.
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@mathlonning I want to see the vision laid out; if they tell a compelling story the numbers might be moot, so to speak.
I want these mfs out there talking the talk too
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$TRT has filed their 10q on May 13th the past two years. We shall see if they do it again tomorrow.
I think they do nearly 70m in revenues for FY26 and they’re currently trading at 110m market cap as of today’s close.
Unheard of for a semiconductor company these days.
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详细的读完他们的临时股东大会的决议之后，其中最关键的点在于：
1. 公司在180天内不再增发新股，这意味着现持有股票的投资者不用担心股权被稀释的风险。 换句话说就是没有增量股票了，对股价是利好。
2. CEO、CFO及董事会成员90天内不减持。 公司高层貌似在透露出：他们希望股价上涨的态度。
资金的主要用途则是用于1.6 T收发器市场。
近期重要时间节点：
5月15日：发布年度报告（因准备可能的纽约纳斯达克双重上市，需按PCAOB标准完成审计）
5月20日：发布第一季度中期报告
6月15日：召开年度股东大会
YOLO！ 感谢并且关注@Sofigoodboy ， 我是从这位博主才知道这个完整报告的！
trading-treff.de/aktien/sivers-…
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More efficiency= lower cost ai usage = lower cost ai = more usage =more memory needed
chiming@chimingwang_
@jukan05 this (AI models becoming more memory efficient) is good for the world, and bad for memory companies
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