yb210
33 posts


@EdwardDiGi @jukan05 That’s my point. SK has lost a few hundred bn in mkt cap yet the ceo only buys 3mm usd worth? For a man worth 3-5bn usd that number is not in proportion to his net worth or that of the company mkt cap.
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@chillingcap @jukan05 3620 shares at 1’300’000 won should be almost 3 mln usd
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[BREAKING] SK Group Chairman Chey Tae-won Purchases 3,620 Shares of SK Hynix
mobile.newsis.com/view/NISX20260…
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@SenSanders How twisted. Disgusting. Stupid.
And I mean you, not Sergey.
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@jimcramer Please say something negative about the semi complex. The more negative the better.
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I think if you take it at face value and don’t assume that LTAs get broken/renegotiated then it is bearish (for sentiment at least) since now you have both sides of the equation exploring downside mitigation. Memory makers via LTAs and memory buyers (that have LTAs in place in order to secure allocations) looking at downside hedges.
If prices are really expected to go up strongly with great certainty then neither side would be looking at downside protection.
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I don’t understand why the news that CoreWeave is considering put options is being interpreted as bearish.
Isn’t it actually bullish news, since it implies that the LTAs would remain in place even if memory prices collapse?
Historically, wasn’t the standard response to terminate or renegotiate LTAs when memory prices fell sharply, even if an agreement had already been signed?
But if CoreWeave would still be required to purchase memory at the contracted LTA price even after a market price collapse—and therefore needs to explore hedging options—then I think the paradoxical conclusion is that these LTAs have become much more binding and durable.
Memory is still cheap.
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@jimcramer Has your meeting started? Is that why it’s sold off 5pct from pre market?
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QUESTION MARK: One of Elon’s companies has limited employee token usage to just $200 per week, while another Elon company is saying everyone will use so much AI that we’ll need space data centers because Earth will run out of power, plus TeraFabs to produce a terawatt of chips per year. How does this even make sense?

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I think you are giving too much credit to BofA… This period till monthend has historically been technically weak for stocks. Coupled with the fact that Korea is pretty leveraged on just a few names then this kind of move is not that surprising. Their call for 3 hikes by the Fed is on the more hawkish side sure but could the they hike at least a couple times this year? Why not.
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