@zhingle:🚀 The SK Hynix Bloodbath: Why This -15% Crash is a Gift, Not the End of the AI Super-cycle If you are watching the screen today and panicking over SK Hynix plunging 15.46% in Seoul, its 2x leverage products getting completely obliterated by 33%, and US pre-market memory names getting dragged down in sympathy—take a deep breath. The mainstream media is already writing the obituary for the AI semiconductor trade. They love calling "the top." But if you pull back the curtain on what actually happened today, you’ll realize this isn’t a fundamental collapse in AI demand. It is a textbook, mechanics-driven leverage unwind colliding with a classic "sell the news" event. If you missed the initial run-up, this violent shakeout is your golden ticket entry. Here is exactly why the party is nowhere ne

@RickPANDA:PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene

@Barcode:$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.  The website stated the status as "Monitoring" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter 

@lucasL:$Alibaba(BABA)$   Addiction. From a low of -4.3K to +5.8K it was a long journey

@lucasL:$Alibaba(BABA)$   Addiction. From a low of -4.3K to +5.8K it was a long journey

@Feijoa8025:$GOOG 20250516 250.0 CALL$ how high can Google goes after the earning report is out? 

@Sherry Miyano:$NFU.HK 20250529 28.00 PUT$ New ticker! I have always wanted to buy some Nongfu and am  glad that I finally got in with a short put @ 0.470HKD. Nongfu's business model is simple and crisp. They know what they want and have steady customer base with good brand story. A good long term hold in my opinion. 

@MKTrader:$GlaxoSmithKline PLC(GSK)$ Some premarket moves. Testing a theory.

@Atlantis1920:$Palantir Technologies Inc.(PLTR)$ Take a look at the latest order I posted！

@VideoLounge: [Uber CEO Dara Khosrowshahi on Q3 earnings, inflation impact and freight business] Uber CEO Dara Khosrowshahi discusses the company's quarterly earnings results, which missed analysts’ expectations on the top and bottom lines but showed strength in other areas such as gross bookings, the impact of inflation, future of freight business, self-driving challenges, and more. $Uber(UBER)$