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NVIDIA and SK hynix Announce Multiyear Technology Partnership to Advance Memory for AI Factories
**News Summary:** * NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap. * The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories. * SK hynix will …
Read it boy: You're sleeping on Kratos
\*This thesis makes full sense only if you believe that neither the Russia-Ukraine war nor the conflicts in the Middle East are close to resolution. As long as both theaters remain active, the structural demand for attritable drones, missile systems, and autonomous weapons continues to grow, and the God of …
Anthropic and Google Are Paying SpaceX $2.17 Billion Every Month
SK Telecom and NVIDIA Build AI Infrastructure to Power Korea’s AI Innovation
Daily Discussion Thread for June 8, 2026
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Goldman CEO Asks Top Lawyer to Stay at Firm After Epstein Furor
>Goldman Sachs Group Inc.’s chief executive officer has asked his top lawyer to stay at the firm, a surprising move after she resigned from her role earlier this year as scrutiny mounted over her interactions with Jeffrey Epstein. https://www.bloomberg.com/news/articles/2026-06-05/goldman-ceo-asks-top-lawyer-to-stay-at-firm-after-epstein-furor >In one December 2015 email exchange, Ruemmler wrote to a redacted …
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Good news for MU & SNDK. “If the multi-year shortage Huang outlined tonight holds, the recent pullback in MU and SNDK looks like a setup rather than a peak signal.”
Tech sell-off widens as South Korea index plunges
South Korea’s Kospi, which is dominated by chipmakers Samsung and SK Hynix, is down almost 15% from last week’s record high.
Netflix yolo
Poised for a breakout once the AI noise dies down. Every loser on here has Netflix (I only own stock, can’t afford the subscription).