Samsung Etching Gas Situation Still Very Much Alive
Samsung's etching gas situation is still very much alive. Chosun put out two reports on this early this morning. To me, these Chosun reports are...
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Samsung LJY Urgently Left for Japan: What's Being Said Inside Samsung
Samsung LJY made an urgent visit to Japan today. There isn't much information publicly available about his trip schedule. But it'd not be hard to...
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🇯🇵 Japan • Fortnightly Update - Liquidity Rules
LIQUIDITY RULES - Despite the continuous stream of negative macroeconomic news from Japan and other economies, financial liquidity trends are the...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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Sumitomo Chemical (4005 JP) - Back to Trend Support
PREFERRED CASEBullish above 575, super cycle trend support since 2012 and key fractal First target 682, that in tuns surpassed confirms a bigger...
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