Posts
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
Saw this in a Goldman note today. China smartphone shipments in June were 17m units, down 17% YoY and 36% MoM, "given rising memory cost weighing on demand." So the AI memory shortage is no longer just a supply story. Samsung, Hynix and Micron moved capacity to HBM for AI …
Yesterday I said SK Hynix was surprising low. Today it hit Korea's 30% limit. I don't think the US ADR will catch up.
Yesterday I said SK Hynix looked surprisingly cheap below $130. Today, its Korean-listed shares hit Korea’s 30% daily price limit. [https://www.reddit.com/r/stocks/comments/1vamep5/sk\_hynix\_at\_below\_130\_seems\_low\_especially\_after/](https://www.reddit.com/r/stocks/comments/1vamep5/sk_hynix_at_below_130_seems_low_especially_after/) The sequence that led up to this jump: 1. Korean semiconductor stocks were crushed earlier this week as investors de-risked the AI trade. 2. Hynix reported record Q2 revenue …
r/Stocks Daily Discussion & Fundamentals Friday Jul 31, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
South Korean index soared 16% - Biggest 1 day gain in its history
https://apnews.com/article/stock-markets-rates-korea-ai-oil-e31b3a442bcb957a53f1823ef21e73e8 South Korea’s Kospi index jumped more than 16% on Friday, [tracking gains on Wall Street](https://apnews.com/article/stock-markets-rates-korea-ai-oil-99b5702d93a2b5c6e513fb952ccdcc92)as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher …
New ETF rules spur 14% KOSPI surge; limited impact on KOSDAQ in Korea
Starting on this day, the investment threshold for single-stock leveraged products will be raised. Financial authorities, citing concerns that money was excessively concentrating in single-stock leveraged products and amplifying market volatility, increased the basic margin requirement for retail investors to 30 million won (21,000 USD) from 10 million won (7000 …
Best or Worst one day stock stories
I'm curious to hear what peoples best or worst stock stories were that took course over one day. Perhaps you bought or shorted a stock that day not really expecting much on day one and it either took off or just completely tanked that same day. Doesn't matter if the …
Micron investors may have an opportunity to sell tomorrow at $1000 per share.
We need to talk about Micron again. The truth is, I feel sorry for a lot of you. Not in a pity kind of way. I genuinely feel for the people who invested heavily at all time highs and have had to sit through weeks of their portfolio dropping in …
The Precipitous Rise and Fall of Situational Awareness
Former Columbia University Valedictorian worked at OpenAI; Subsequently fired, supposedly for leaking confidential information. Neither here nor there in the context of the ensuing story. Starts AI "Hedge Fund"; Hedge Fund in quotes because he got the majority of his funding from billionaire or near billionaire tech bros and then …