Posts
The fallacy of "You don't lose money unless you sell"
"You don't lose money unless you sell" is one of those sayings people take for granted because it's repeated so much, just like "Don't time the market, dollar cost average". Nobody ever thinks about these sayings critically because it brings up uncomfortable truths about what we are really doing here …
SK Hynix Reaps 62 Trillion Won (42.7 Billion USD) from Kioxia Stake Exceeding Q2 Memory Operating Profit
Summary: SK Hynix recorded 62.166 trillion Korean won in Q2 non-operating revenue, exceeding its core memory operating profit of 60.5 trillion won for the same period. The windfall stems from partial stake sales and a massive valuation increase in Kioxia, the Japanese NAND manufacturer where SK Hynix originally invested around …
Samsung Expands Hwaseong Fab to Break DRAM Bottleneck. Capacity to Grow 15% by Year-End
Summary: Samsung Electronics is consolidating and expanding its commodity DRAM production by building a new end-fab base at its Hwaseong Campus Complex 1 (H1), utilizing an existing idle cleanroom to save time and investment costs. The move responds to an 80 percent surge in DDR4 commodity DRAM prices during the …
Samsung Prepares HBM5 Production, Targets 50% Speed Boost With 2nm Process
Samsung Electronics is accelerating production preparations for HBM5, its next-generation memory product set to launch after next year, while showcasing its related technological capabilities in high-bandwidth memory (HBM). "HBM5 is expected to require an improvement in operating speed of about 50 percent or more over HBM4E," Koo Ja-heum, vice president …
What is really behind the recent AI semiconductor selloff? Is the AI trade over?
I've been watching the recent drop in AI semiconductor stocks and I'm trying to understand what everyone thinks is actually happening. Is this just a normal pullback after such a strong run, or is the market starting to question the whole AI story? A lot of money has gone into …
Is there a formula for measuring opportunity cost?
How do you measure when it's mathematically best to cut your losses and move on? Or would every scenario be completely different? Is there a common guideline for every opportunity cost situation? Does vibe play into it at all or would feeling be misleading? Does it matter what the rest …
what’s actually on your buy list right now?
Between the ongoing turmoil in the Middle East, crude bouncing back and forth around the high $80s to $90s, and the Fed meeting around the corner, market sentiment has been all over the place lately. Tech and high growth names are taking decent hits, while energy and defense seem to …
BSX Earnings. Another undervalued MedTech name.
Was watching this one closely this morning as the stock had dropped significantly recently and was trading at a multi year low. BSX Beat Q2 expectations (Rev $5.44B vs $5.39B, EPS $0.86 vs $0.83). Personally, I've been getting more into what I view as undervalued MedTech (recently posted on ISRG …
r/Stocks Daily Discussion Wednesday - Jul 29, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
will SNDK and MU come green today after SKHY results? Probably not despite great earnings. Analysis
Many of you may think that **SKHY results** missed consensus and that the entire memory sector is doomed. I argue the opposite: the SKHY were excellent Let me explain. Korean cos don’t provide fwd guidance when they report the earnings. So they "failed" **one** analyst's consensus by a snarrow margin …