Fermi Soars As AMD Signs Credit Support Agreement. Now, Why Would They Do That?
TensorWave is a key partner in AMD's Helios deployment and ramp, which began last month. AMD is effectively now bankrolling TensorWave's role in...
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KOSPI CRASHING AGAIN: S.O.S. - Save Our Seouls !!
The KOSPI is rolling over again, with foreign selling accelerating and technical indicators weakening. Rising bond yields and massive retail...
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Plover Bay Technologies (1523 HK): Starlink Mobile Is a Tailwind; Spin-Off Expected in 2027
Every new carrier, Starlink Mobile included, is another link for Peplink to bond; ~18% growth, a 5% yield and a 2Q27 US spin-off keep the thesis...
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SK HYNIX (000660 KS / SKHY US): The Solidigm Confusion Is a Gift. Average Down.
Solidigm’s rumored IPO could dilute FY27 earnings by just 1.5%, yet SK hynix has shed 9.5% of its value. We see the sell-off as overdone: FV...
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Micron sells AI memory before the year starts, and each bit takes three times the wafer
Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts. By...
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