Source material behind every call on the tape.
I read the SK Hynix ADR is supposed to open at $180, roughly 20% higher than the Korea ticker. Does that mean the ADR will start being added into DRAM at the 20% premium? So DRAM won't actually benefit from …
Only 3k shares have traded today by 10am and stock +.02. Extremely quiet with no sellers (flip is buyers are not here either, but a catalyst can move this extreme) Most sellers on level 2 tape only 100 shares. Right …
Looking at the copper sector, it becomes clear that throwing all resource equities into a single bucket misses how the supply chain actually functions. From a fundamental perspective, it is more useful to organize these positions chronologically based on when …
Chip stocks can pull back and the physical buildout can still keep moving. SK Hynix just raised about $26.5B in its U.S. ADR listing, while Reuters noted the debut came after a recent pullback in semiconductor stocks. That is a …
Wall Street just found about $26.5B for another AI trade. SK Hynix completed the largest foreign U.S. listing, even while people keep debating whether the AI cycle is getting crowded. That makes me think about the physical side instead of …
I've been following WEN / Wendy's for a while, and one issue I keep running into is that it rarely gets consistent, focused discussion in the larger investing communities. Most big manipulated subs (wbs) either: Filter it our Or Ban …
**The thing about the race between Elon Musk and China to scale reusable orbital rockets is that we like to think of it as a software problem.** We treat it like an intellectual competition over who has the best code, …