I'm fairly confident semis will rebound by mid august. I think this will be driven by earnings, and I think emphasis will be on hyperscaler capex guidance and commentary moreso than semi numbers themselves. This sell off to me is …
Samsung Electronics is moving to begin operations at the first semiconductor fabrication plant in its Yongin chip cluster in 2029, one to two years earlier than planned, industry sources said Sunday. The accelerated timeline comes as the government speeds up …
On Tuesday, it was [reported that Samsung Electronics](https://www.bloomberg.com/news/articles/2026-07-14/samsung-is-said-in-early-discussions-on-potential-us-share-sale?embedded-checkout=true) was in the early stages of planning to list on the US Stock Market. The company quickly came out and [denied that report](https://www.reuters.com/world/asia-pacific/samsung-explores-potential-us-listing-via-adrs-bloomberg-news-reports-2026-07-14/). Stating that “Samsung Electronics is not reviewing the possibility …
Hi I believe the market has not understood $SEZL. There are 5 reasons I do not agree with the consensus. **Reason #1: Actual Quality of Earnings is an issue!** Total Revenue was $135.5m. Consumer-paid fees were 45% of revenue: consumer …
Does anyone understand why there's such a wide gap between SK Hynix KR ticker and ADR? I'm guessing based on EWY and DRAM, the KR ticker would be trading no more than 10% higher during US market hours today. But …
Last two months have been quite interesting to observe the space stocks. I had been following them for quite a few months now (long before SpaceX IPO) and saw their rise (some reaching ATHs) in the period leading to SapceX …
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These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and …
July 14 (Reuters) - IBM's preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers, storage and memory purchases, sending its shares slumping 17% in premarket trading. The results reflect …