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long
$DRAM 48.16%
$VSXY 12.33%
$ESLT 8.95%
short
$SNAP 7.81%
cash 22.72%
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refined volume
314 posts
refined volume retweetledi
Hyperliquid vient de lister CXMT, le champion chinois de la DRAM, avant son introduction en Bourse
Le contrat pré-IPO s’échange actuellement autour de 7,6x son prix d’introduction
CXMT sera officiellement valorisée environ 85 milliards de dollars lors de son IPO
Au prix actuel sur Hyperliquid, cela implique une valorisation d’environ 646 milliards de dollars
Si ce niveau était atteint après l’introduction, CXMT deviendrait de très loin la boîte avec la plus grosse capitalisation de Chine
Le classement étant :
1. Tencent : ~546 Md$ de capitalisation
2. China Construction Bank : ~381 Md$
3. Agricultural Bank of China : ~355 Md$
4. Alibaba : ~329 Md$
trade.xyz@tradexyz
The Pre-IPO Perpetual (IPOP) Market for CXMT is now live. CXMT is a pre-IPO market reflecting the market-implied value of 1 ordinary share (A-share) of ChangXin Technology Group Co., Ltd. (SHE: 688825) in USD terms. CXMT manufactures semiconductor DRAM memory chips. After the IPO, the oracle will convert the underlying stock’s Renminbi price to USD at the prevailing FX rate.
Français
The pain of pregnancy is nothing compared to the pain of not being able to buy CXMT shares at IPO.
English
in Q425 michael and susan dell pledged $6.25B to seed the trump accounts of 25M children
michael personally owns 265M shares of $DELL or 40–45.7% of outstanding stock worth $112B
to recoup his investment the stock would only need to rise 5-6% for his stake to gain that amount in value, which it did in Q226
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interesting use case for synthetic derivs to hedge against the cost of a data centre buildout
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Could an SK Hynix bear let me know the bear thesis aside from the risks of Korean retail overleverage / the 7709 HK etf impact on trading.
Are you guys in the camp that memory oversupply will happen sooner, AI buildout is unsustainable, what's the thinking here.
English
refined volume retweetledi
It’s a world record for Gus! The T. Rex just sold for $50.1 million at Sotheby’s New York, becoming the most expensive dinosaur ever up for auction.
Discover the story of the 67-million-year-old fossil >> bit.ly/4firX1H
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@zerohedge Roundhill Memory ETF holds 2.66% weighting of GigaDevice Semi which is a proxy of CXMT
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non-chinese can get exposure to CXMT thru $DRAM
Zephyr@zephyr_z9
Who the hell priced the CXMT IPO??? They are IPOing at just $80B market cap (revenue will be in the $50B-$60B range this year at 75% GM, next year over $120B) Is there a way to get in??
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refined volume retweetledi
While everyone panics, DRAM prices quietly reprice 10% higher every month (also this)
Nothing points to a peak yet
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refined volume retweetledi
On the move 🙌
Here’s where we stand after the third Grand Slam of 2026! 📈
@PIF_en | #PIFWTARankings
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refined volume retweetledi
🚨 A federal judge has already ruled that Anthropic (Claude) built its AI on a library of pirated books, and that this was not fair use.
Anthropic settled. Most authors took the money... BUT roughly 100 said no, AND SUED AGAIN!
The plaintiff list is not small and not obscure.
Among them: Nolan Bushnell (Atari), Laura Esquivel (Like Water for Chocolate), Newbery winner Donna Barba Higuera, Kathy Sierra & Bert Bates (Head First), K.W. Jeter, Nir Eyal, J. Randy Taraborrelli, plus author-owned LLCs.
I read the filing; here's what's going on 👇:
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also bought solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 and $DRAM in US stock market.
Same price target.
3X Long Labubu@labubu_trader
I think today’s volume looks great. We had a capitulation candle today, and I bought four times at 2.045/2/1.9/1.85M. Is this the bottom? Not sure but could be close, the price is great and the risk-reward ratio looks good. I will gradually add more if it dips further. My trimming zone is at KOSPI 8000-8200.
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