My Hummer has fangs

[OrangeDream10]

LOL, nVidia is complaining that memory chipmakers are profiting too much from their market positions. As a former 3DFx sharholder all I can say is boohoohoo
Natural monopoly my assets! What goes around comes around. Time to pay up nVidia!

NVIDIA Surges 6% as a 70% Growth Forecast Overrides a Memory Margin Warning, AMD and Intel Tick Up

NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.

finance.yahoo.com

SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, "Beginning a New Future for US-Korea AI"

SK hynix Inc. (or "the company", www.skhynix.com) is opening a new future for AI cooperation between the United States and South Korea by establishing a first next-generation High Bandwidth Memory (HBM) production hub in the US.

finance.yahoo.com

SK hynix announced today that it held a groundbreaking ceremony for an advanced packaging[1] production facility for AI memory on the 27th (local time) at the Holloway Gymnasium, Purdue University, located in West Lafayette, Indiana.

 

[OrangeDream10]

I think I might have something to prove now.

Glad I knew the difference between right and the law and I didn't drink myself stoopid the last 40 years:

11.11% is like numerological magic or sumptin' Oh, and I lied, I'm just getting started buying.

 

[OrangeDream10]

Whew, wish US market makers were regulated like this -- regulation SHO seemed like a slap on the wrist to me, really: https://www.koreatimes.co.kr/busine...ougher-on-stock-manipulation-accounting-flaws
Better not fook around with "accounting flaws" in Korea anyways. Yikes!

Stock manipulators will be barred from the capital market for up to five years under a new "one-strike-out" system that will limit their trading of financial investment products

 

[OrangeDream10]

This guy is a CFA and he says: https://seekingalpha.com/article/49...han-micron-cheaper-than-micron-initiating-buy

Summary​

• SK hynix delivered a record quarterly revenue of ~79.32 trillion won and an operating margin of ~76%, highlighting robust memory market dynamics.
• SKHY trades at a materially lower valuation on an absolute basis, with a forward P/S ratio below 4x and forward earnings multiples remaining in the single digits.
• SKHY trades at a material discount to Micron despite both companies benefiting from the same memory-cycle tailwinds. SKHY's positioning appears slightly stronger given its leadership in advanced HBM products.
• While SKHY faces governance and South Korea-specific risks, the current discount appears sufficient to compensate for those concerns.
• SKHY is rated a buy at present.

 

[OrangeDream10]

Oh I just can't stand it... all these overpaid analysts. Instead of immediately issuing even more shares and diluting these guys are BUYING BACK 3.3% of their shares and cancelling them. Right now, this very minute (and over the next three month, about 24 million total). What does that tell you?

Someone is going to have to hold me down today to stop me from buying more. To the moon!

 

[OrangeDream10]

Everyone sells out and this one is no exception. You'll all be under the watchful eye of AI that uses memory chips from ChangXin in China, with the blessing of the U.S. gubmint, of course. https://finance.yahoo.com/quote/688825.SS/

I can't believe people actually believe there's a war with Iran. WW2 ain't over and it's been all downhill since MacArthur left Korea. Truman really blew it!

 

[OrangeDream10]

They say there's no sure thing. I agree but... if there's an analyst that says sell this one, I can't seem to find him.

Source: Yahoo Finance

Uncle Warren would say "Time not timing on this one." I can't help snagging shares cheap and keeping my average low though. Old habit..

EDIT: I've also been wondering how all these ETFs are managed.. Seems to me that the sheer number of 2X long ETFs verses short ETFs might also affect price swings to the upside. I'm still learnin' tho:

 

[OrangeDream10]

So let me get this straight, today is options expiration and these ETFs buy whether they want to or not because the algorithm makes them do it to comply with the law. Welp, in that case, rulez are rulez and I'm too kewl for skewl

I guess I just bought myself another Hummer EV SUV.

 

[OrangeDream10]

I feel like such a dumb stoner... like dude, where's my stock portfolio?

That's actually the most I've ever made in a single day. Couldn't have done it without the motivation from all the booze brains in the world who think they're better than me. Losers!