Posts
RWAY - Buy Now
Full disclosure: I do have a position in this stock, I am not an expert, and my advice is just my personal opinion. Runway Growth Finance Corp (RWAY) Just announced today that they are buying back 10% of the float up to $8.49/share. The stock closed at $5.76 today, after …
Semis will rebound in late July/early august
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 primarily driven by wavering conviction in the AI trade. I …
Samsung accelerates opening of first of six Yongin chip plants to 2029, two years earlier than planned
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 development of the Yongin National Industrial Complex, a national strategic …
Samsung Denied Plans to List on the US Stock Market, but the Timing Is Interesting
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 of issuing American Depository Receipts.” Bloomberg first reported that Samsung …
My views on $SEZL
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 fees inside transaction income ($38.1m, 28.1%) + late payment fees …
I remain optimistic about the AI semiconductor storage industry
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SK Hynix - Why such a wide gap in price between Korean Ticker vs ADR?
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 the ADR is up 20+%. The ADR was already trading …
What does everyone think about the Space Stocks, hype or future. The sector lost $89B in a day while backlogs hit records. Detailed
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 IPO (some even before that) and then their fall to …
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
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 accompanying business models. Shares in these names are down YTD …