Despite more than expected results from the TSMC and ASML and TSMC increased their own capex, still overall Chip and memory stocks are falling since last few days. I see capex increase by TSMC more as geopolitical decision than the …
I was the bagholder who previously posted about betting heavy on Oracle (ORCL) at $300. At that post, someone asked me how I view Oracle now. At the time, I said they’d likely run into trouble next year, but still …
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What’s up everyone. I’ve been running the numbers on Critical Metals Corp. (CRML), and the structural metrics heading into this week look heavily asymmetric. The stock has taken a beating over the last few weeks—dropping into the $6.15 – $6.40 …
The Kospi's 4.9% plunge - it's the sharpest signal that the AI/chip rally is getting wobbly right before the biggest US tech names report, setting up a high-stakes week. [https://stocktwits.com/news-articles/markets/equity/korea-focused-koru-etf-dips-on-kospi-drag-samsung-sk-hynix-extend-selloff-into-us-big-tech-earnings-week/cZZLrtnR7Mr](https://stocktwits.com/news-articles/markets/equity/korea-focused-koru-etf-dips-on-kospi-drag-samsung-sk-hynix-extend-selloff-into-us-big-tech-earnings-week/cZZLrtnR7Mr)
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