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• Samsung's “new” August zHBM was unveiled in February, with a verified 4x claim 메르 (ranto28) · 2026-08-10
• Why 34 state applications would not immediately create a US debt brake Steve Hanke (@steve_hanke) · 2026-08-09
• US oil reserves fell by 104 million barrels in five months, but the contracts promise more back Doomberg · 2026-08-09
• Lumber's four-year high came from shrinking supply, not a housing boom Steve Hanke (@steve_hanke) · 2026-08-09
• The $427 million Sivers revenue projection is not company guidance Serenity (@aleabitoreddit) · 2026-08-09
• Corporate profits are at a high, China bought 20 tonnes of gold, and information layoffs were 2.0% The Kobeissi Letter (@KobeissiLetter) · 2026-08-09
• Copper jumped on Congo's ban, but the target is concentrate, not refined metal 메르 (ranto28) · 2026-08-09
• Hanke urged dollarization, but Milei's new bill contains no dollarization Steve Hanke (@steve_hanke) · 2026-08-08
• Berkshire became a net stock buyer after 14 quarters, but that is not a broad market call The Kobeissi Letter (@KobeissiLetter) · 2026-08-08
• Daeduck, Simmtech and TLB Profit Jumped Together as AI Substrate Orders Find New Capacity Jukan (@jukan05) · 2026-08-08
• When KOSPI Volatility Tripled, Foreign Risk Limits Tightened 메르 (ranto28) · 2026-08-08
• After a $4 billion Iranian crypto route was exposed, the US sanctioned two exchanges Scott Bessent (@SecScottBessent) · 2026-08-07
• Unemployment Fell to 4.1%, but Employment Fell by 87,000 Charlie Bilello · 2026-08-07
• The U.S. Treasury will borrow more, but long-term issuance stays flat 메르 (ranto28) · 2026-08-07
• SK hynix is spending 54 trillion won on fabs while reopening shareholder returns Jukan (@jukan05) · 2026-08-07
• America's $3 Billion Critical-Minerals Promise Is Not All Grant Money Serenity (@aleabitoreddit) · 2026-08-07
• SpaceX Says It Will Reach 10 Gigawatts Next Year, but the Published Assumptions Do Not Add Up to $300 Billion a Year SemiAnalysis · 2026-08-07
• Productivity rose, while labor's share fell to a record low The Kobeissi Letter (@KobeissiLetter) · 2026-08-07
• Why Did Google Split DeepMind's Long-Term Research from Gemini Delivery? SemiAnalysis · 2026-08-07
• Humanoid Robotics Already Has Two Public Price Tags Serenity (@aleabitoreddit) · 2026-08-07
• An AI optics startup stepped out of stealth, and POET already had a $50 million order Serenity (@aleabitoreddit) · 2026-08-07
• Indium-Phosphide DFB Lasers Are Tight: Customers Are Coming First Serenity (@aleabitoreddit) · 2026-08-07
• AAOI Is Losing Sales to Capacity, Not Demand Serenity (@aleabitoreddit) · 2026-08-06
• Why Did VIAVI's CEO Call CPO Delay Rumors 'Nonsense'? Serenity (@aleabitoreddit) · 2026-08-06
• Lower-end wages rose faster, but the gain after inflation was small Scott Bessent (@SecScottBessent) · 2026-08-06
• Why did a lidar company suddenly become an optical connectivity company? Serenity (@aleabitoreddit) · 2026-08-06
• Nvidia halves Vera rack memory a second time, from 96GB to 64GB Jukan (@jukan05) · 2026-08-06
• The Wafer Maker Says Supply Is Short. It Just Cut Its Own Forecast. Jukan (@jukan05) · 2026-08-05
• On August 5, China's CXMT turned down Apple's price-cut request Jukan (@jukan05) · 2026-08-05
• Korea's new ISA doubles the ceiling and shuts US index funds out of it 메르 (ranto28) · 2026-08-05
• 7.4 million openings, 44,000 ADP jobs, and a services employment gauge back below 50 Mohamed El-Erian (@elerianm) · 2026-08-05
• Google waved off the chief scientist of 27 years, and signed on as a founding investor in the company he is leaving to build Sundar Pichai (@sundarpichai) · 2026-08-05
• The $5,200 gold call from UBS is not a record high Steve Hanke (@steve_hanke) · 2026-08-05
• The business SK hynix bought for $8.85 billion now carries a $35 billion price tag Jukan (@jukan05) · 2026-08-05
• Anthropic says it will build its own chip, and says it will keep buying everyone else's The Kobeissi Letter (@KobeissiLetter) · 2026-08-05
• The node Samsung is putting in front of customers right now is not its most advanced one Jukan (@jukan05) · 2026-08-05
• Whether you live in it decides a 500 million won gap in the holding tax deduction 메르 (ranto28) · 2026-08-05
• $397 million, a rocket that has not flown, and SpaceX with the prime contract three months earlier Serenity (@aleabitoreddit) · 2026-08-05
• The US and Japan bought yen together, and what the market fears is the yen rising further 메르 (ranto28) · 2026-08-05
• The weapon America wants to use against Chinese transceivers is made in China Serenity (@aleabitoreddit) · 2026-08-04
• When yields rise, stocks now fall. But inflation expectations have not moved The Kobeissi Letter (@KobeissiLetter) · 2026-08-04
• Eight days, S&P 500 +3.9%, bitcoin +0.2% Peter Schiff (@PeterSchiff) · 2026-08-04
• The US helped buy the yen, then said buying it is not enough Scott Bessent (@SecScottBessent) · 2026-08-04
• The EU adopted its 21st Russia sanctions package, after exempting a Greek owner's Russian LNG carriers Doomberg · 2026-08-04
• Reopening Hormuz is not a matter of signing a piece of paper Steve Hanke (@steve_hanke) · 2026-08-04
• Copper touched $14,000, yet the stockpile is building only in the US Mohamed El-Erian (@elerianm) · 2026-08-04
• HP, Asus and Acer started buying Chinese DRAM, and not because it costs less Jukan (@jukan05) · 2026-08-04
• 250 kilowatts, 110 square meters of radiator, $18.4 billion of capex The Kobeissi Letter (@KobeissiLetter) · 2026-08-04
• Safety is not the only reason Nvidia opened its driving model Jensen Huang (@JensenHuang) · 2026-08-04
• $16.2 billion, double-digit yields, and debt The Kobeissi Letter (@KobeissiLetter) · 2026-08-04
• Seven months old, $300 million of its own, a sixteen-year lease The Kobeissi Letter (@KobeissiLetter) · 2026-08-04
• The US is moving to shut Chinese networking parts out of its data centres, and no American plant is ready to fill the gap Jukan (@jukan05) · 2026-08-04
• Samsung pushed its DRAM share to 39%, and the share it took came from SK hynix, not from China Jukan (@jukan05) · 2026-08-04
• 2027 memory capacity is already sold out, and the price is still unset Serenity (@aleabitoreddit) · 2026-08-04
• Nvidia said it had no need for the NAND memory standard, and Google just joined the alliance behind it Jukan (@jukan05) · 2026-08-04
• Japan says it will borrow dollars against its Treasuries, and it was Washington that asked first for the ceiling to be lifted 메르 (ranto28) · 2026-08-04
• The memory Kimi K3 saves does not arrive intact on real servers SemiAnalysis · 2026-08-03
• For the 3x leveraged chip ETF to get back to even, the index has to rise 170% The Kobeissi Letter (@KobeissiLetter) · 2026-08-03
• What took $89 million in bitcoin was not a break-in on the wallets Peter Schiff (@PeterSchiff) · 2026-08-03
• On the night of August 4, the 25 days that kept SK hynix quiet run out Jukan (@jukan05) · 2026-08-03
• 1,638 bitcoin, 3.01 million new shares, 912,143 preferred shares bought back Peter Schiff (@PeterSchiff) · 2026-08-03
• S&P 500 companies kept 16.7% of revenue as profit in the second quarter, the highest since the count began Charlie Bilello · 2026-08-03
• Nvidia looks set to halve the HBM going into Rubin Ultra, and it is not because demand cooled Jukan (@jukan05) · 2026-08-03
• The fund that lost 67% in July is still up 80% for the year Marc Rubinstein (Net Interest) · 2026-08-03
• A DRAM fab costs over $10 billion, so why is CXMT asking Beijing for $8.9 million? Jukan (@jukan05) · 2026-08-03
• Samsung's foundry is closing in on 100% utilization, so why is annual profit set for 2028? Jukan (@jukan05) · 2026-08-03
• Graphics card prices rise up to 30% this month, and the part that got expensive is not the graphics chip Jukan (@jukan05) · 2026-08-03
• Global household wealth hit a record $570 trillion. Only a fifth of the increase was newly created. The Kobeissi Letter (@KobeissiLetter) · 2026-08-03
• Why did China build a 2008 model when it already held ASML's 7nm scanner? 메르 (ranto28) · 2026-08-03
• On July 31 the New York Fed sold euros to buy yen 메르 (ranto28) · 2026-08-03
• The share of US card debt 90 days past due has sat near 7% for five straight quarters Peter Schiff (@PeterSchiff) · 2026-08-02
• Trump says Iran asked him to call off the strike. So why does Tehran say it never did? Donald J. Trump (@realDonaldTrump) · 2026-08-02
• Q2 earnings are beating estimates by a record 31%. Take out two companies and it is 9%. The Kobeissi Letter (@KobeissiLetter) · 2026-08-02
• Three years of Samsung's profit buys Samsung and leaves 131 trillion won Jukan (@jukan05) · 2026-08-02
• One share, two minutes, 960 accounts 메르 (ranto28) · 2026-08-02
• The 12,800Mbps on CXMT's LPDDR6 is China's lithography limit written into a spec sheet Jukan (@jukan05) · 2026-08-01
• Why does Samsung collect the full price increase on a five-year contract when Micron cannot? Jukan (@jukan05) · 2026-08-01
• In the July that NAND export prices fell, Korea's computer exports rose 404% Jukan (@jukan05) · 2026-08-01
• The won came back 115 against the dollar in a month, and not because the dollar weakened 메르 (ranto28) · 2026-08-01
• Why did the same rise in memory prices lift Amazon 10.8% and drop Apple 7.7%? 後藤達也 (Tatsuya Goto) · 2026-08-01
• The root of the rumor that Micron's Taiwan union is weighing a strike is a 200% bonus cap Jukan (@jukan05) · 2026-08-01
• Why does AXT's backlog refuse to shrink after revenue grew 164% in a year? Serenity (@aleabitoreddit) · 2026-07-31
• Why has Fed Chair Warsh decided to stop telling you the next move at his press conference? 메르 (ranto28) · 2026-07-31
• Four big tech firms have guided 2026 AI capex up to $745 billion, and a third of that money is borrowed Serenity (@aleabitoreddit) · 2026-07-31
• The story behind China answering Europe's 14 sanctioned companies with exactly 14 of its own Doomberg · 2026-07-31
• The Fed swapped its inflation yardstick from CPI to PCE, and accuracy was not the only reason 메르 (ranto28) · 2026-07-31
• In a quarter where revenue fell 7% and X-FAB posted a loss, what got confirmed was a 2028 story Serenity (@aleabitoreddit) · 2026-07-31
• Why did Kioxia clear a trillion yen with profit up 28-fold and still miss the market? 後藤達也 (Tatsuya Goto) · 2026-07-31
• What pulled Reddit's stock down after it beat on revenue, profit and guidance was not the user count Serenity (@aleabitoreddit) · 2026-07-31
• Why did the stocks a liquidated fund had been holding jump 25% the very next day? Serenity (@aleabitoreddit) · 2026-07-30
• What lifted Samsung's foundry results was not its 2nm order book Jukan (@jukan05) · 2026-07-30
• Why is a raise in a business worth under 2% of revenue read as a signal for the shift to optics? Serenity (@aleabitoreddit) · 2026-07-30
• Why is Samsung, coming off a record quarter, locking 60 to 70 percent of its memory capacity into five-year deals? Jukan (@jukan05) · 2026-07-30
• Why did the pension fund that always bought Korea's trading halts sell into five of them this year? 메르 (ranto28) · 2026-07-30
• Why is a back door China shut on June 23 turning into selling in Korean chip stocks now? 메르 (ranto28) · 2026-07-30
• Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goods Serenity (@aleabitoreddit) · 2026-07-29
• Microsoft's capex outlook came down to $175 billion, and not because it plans to spend less Jukan (@jukan05) · 2026-07-29
• If quarterly earnings and Fed guidance both get cut back, what will the market price on? Aswath Damodaran (Musings on Markets) · 2026-07-29
• The reason the biggest datacenters are now bolted together like LEGO is not cost, it is the electrician shortage SemiAnalysis · 2026-07-29
• Why did all three dissents at the Fed's fifth straight hold argue for a hike? The Kobeissi Letter (@KobeissiLetter) · 2026-07-29
• A broker put a 4.7 million won target on SK hynix at 1.41 million, and this year's profit is not the basis Jukan (@jukan05) · 2026-07-29
• The US government just took 1% of GlobalFoundries, and the money it handed over was for research, not a fab Serenity (@aleabitoreddit) · 2026-07-29
• Ukraine fired its defense minister and its top general six days apart, and the doctrine fight was not the reason 메르 (ranto28) · 2026-07-29
• Why did the Kospi fall another 8% on the day JPMorgan said the forced selling was nearly done? Jukan (@jukan05) · 2026-07-29
• If Korea limits single-stock leveraged ETFs to professional investors, where does retail money go? Jukan (@jukan05) · 2026-07-29
• The report that cut SK hynix's target the hardest still points above today's price Jukan (@jukan05) · 2026-07-29
• The long-term contracts said to cap SK hynix's upside turn out to carry no price ceiling at all Jukan (@jukan05) · 2026-07-29
• TSMC's Kumamoto fab restarted within a day. So why is it still too early to call this over? 메르 (ranto28) · 2026-07-29
• China pulled crude imports back from a ten-year low in a month, and its July factory index read 49.2 Doomberg · 2026-07-29
• Two earnings reports landed on the day chip stocks crashed together, revenue up 165% and 104% Serenity (@aleabitoreddit) · 2026-07-28
• Funds that lend directly to Asian companies just raised the least in 12 years. Where did the money go? The Kobeissi Letter (@KobeissiLetter) · 2026-07-28
• Samsung Electro-Mechanics told customers it will raise MLCC prices 30%. The reason it gave was not raw materials. Jukan (@jukan05) · 2026-07-28
• SK Hynix's operating profit jumped 557% in a year, so why did it still miss consensus? Jukan (@jukan05) · 2026-07-28
• Apple just crossed $5 trillion. The real story is how fast it got there The Kobeissi Letter (@KobeissiLetter) · 2026-07-28
• The US is banning Chinese robots. The real target wasn't just robots Serenity (@aleabitoreddit) · 2026-07-28
• The AI infrastructure and security software index is up 22% this year. Why is application software plunging? The Kobeissi Letter (@KobeissiLetter) · 2026-07-28
• The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28
• A 7.1 quake evacuated TSMC's Japan fab. Sony and Fujifilm sit within the same 20-kilometer radius. Jukan (@jukan05) · 2026-07-28
• Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell. Jukan (@jukan05) · 2026-07-28
• Chip stocks fell together. Why did Kioxia fall harder than the rest? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Why did chip stocks keep falling even after a string of earnings beats? Jukan (@jukan05) · 2026-07-28
• Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28
• Why did SK Hynix's stock drop below its IPO price just as it became the first confirmed LPDDR6 supplier? Jukan (@jukan05) · 2026-07-28
• Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• South Korea loads 645,000 barrels a day at this Saudi Red Sea port. So why is the detour shrinking? The Kobeissi Letter (@KobeissiLetter) · 2026-07-27
• ASML slid nearly 10% in two days on China's DUV scare, but the case behind it was thin Jukan (@jukan05) · 2026-07-27
• CXMT Jumped 466% on Debut to $487 Billion. Why Does Morningstar Call It 68% Overpriced? 메르 (ranto28) · 2026-07-27
• SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• The semiconductor bear case hasn't changed in months. So why is the selling happening now? Jukan (@jukan05) · 2026-07-27
• CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• The inside story of how Samsung is lifting DRAM output 15% at Hwaseong without a new fab Jukan (@jukan05) · 2026-07-27
• Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Korea built 2x ETFs to pull money home from Hong Kong. Why didn't it come back? 메르 (ranto28) · 2026-07-27
• Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From Chips Jukan (@jukan05) · 2026-07-27
• Why do the 2x Samsung and SK Hynix ETFs bleed principal even in a flat market? 메르 (ranto28) · 2026-07-27
• Intel's server CPU prices jumped 48% in a quarter, and not because it charged more Jukan (@jukan05) · 2026-07-26
• Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• The S&P 500's Record 15.7% Margin Drops to 14.4% Without Alphabet The Kobeissi Letter (@KobeissiLetter) · 2026-07-26
• RESCENE's Viral Break Wasn't One Meme: It Was Two 메르 (ranto28) · 2026-07-26
• A new warning: US natural gas could run short by 2028, and this time it's demand, not supply Doomberg · 2026-07-26
• Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Gold buying, cheap-money carry trades and bond-fund outflows all spiked together this week, and they don't agree on what's coming The Kobeissi Letter (@KobeissiLetter) · 2026-07-26
• China's Gas Offer Is Below Russia's Own Delivery Cost, and Probably Not About a Bridge 메르 (ranto28) · 2026-07-26
• China's DRAM Prices Match Samsung's, But Only for Mainstream DDR5 Jukan (@jukan05) · 2026-07-25
• Huawei's AI Chip Shipments Are Said to Double: the Real Bottleneck Is HBM, Not Lithography Jukan (@jukan05) · 2026-07-25
• SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Samsung and SK hynix's 3D IC Caution Is Really About HBM Eating All Their Bandwidth Jukan (@jukan05) · 2026-07-25
• Margin Debt Hit a Record $1.5 Trillion, Much of It Concentrated in AI Leveraged ETFs The Kobeissi Letter (@KobeissiLetter) · 2026-07-25
• SK hynix's Deal Was Announced as $750 Billion: Jensen Huang Himself Said $500 Billion Jukan (@jukan05) · 2026-07-25
• Apple Wants Chinese Memory Chips, But Not Because They're Cheaper Jukan (@jukan05) · 2026-07-25
• SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• The 10-Year Treasury Yield Hit 4.7% and Oil Got the Blame. So Why Didn't Inflation Expectations Move? 메르 (ranto28) · 2026-07-25
• The 'Photonics CEO' Who Said Pluggables Have 10 Years Left Runs a Laser Supplier, Not AAOI Serenity (@aleabitoreddit) · 2026-07-24
• G7 Money Supply Is Growing Far Faster Than GDP. A Closer Look Confirms the Direction The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Trump Says Xi and Putin Both Promised No Weapons to Iran. Neither Confirmed It Donald J. Trump (@realDonaldTrump) · 2026-07-24
• AMD's Market Forecast Got Raised to $1.4 Trillion. The Number Traces Back to AMD's Own CEO Jukan (@jukan05) · 2026-07-24
• US Equity ETFs Just Pulled In a Record $880 Billion. Is That Really Conviction, or Just the Machine Running? The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Intel's $11 Billion Loss Wasn't Restructuring. It Was Intel's Own Stock Price Going Up The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• The S&P 500's Iran War Selloff Was Actually Three Different Days, and Iran Wasn't the Main Reason for Most of Them The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• The Uber-Waymo Split Isn't a Breakup. It's an Exclusivity Deal Ending in Two Cities, in 2028 Serenity (@aleabitoreddit) · 2026-07-24
• US Data Centers Will Need 194 Gigawatts by 2035, Says a Forecast That's Already Tripled in 15 Months The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Trump's EU Tariff Threat Cited Four Big Tech Fines. Most of the Numbers Don't Check Out Donald J. Trump (@realDonaldTrump) · 2026-07-24
• Jensen Huang's Letter Backs Open AI Models. Anthropic Didn't Sign It Jensen Huang (@JensenHuang) · 2026-07-24
• The AI Chipmaker-Spender Correlation Everyone's Citing Traces Back to a Charles Schwab Chart, Not Kobeissi The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• PayPal's Board Calls Stripe's $53 Billion Bid Inadequate, and Wants More Marc Rubinstein (Net Interest) · 2026-07-24
• Oracle's credit-default insurance jumps to a record high, with S&P placing the company just one notch above junk The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• The Vague 'Mega Deal' Preview Turned Into a Real $200B Broadcom Deal for Samsung and a $500B Nvidia Deal for SK Hynix Jukan (@jukan05) · 2026-07-24
• AMD's 'Almost There' on the Samsung HBM4 Deal Checks Out. The 'Sat Through the Full Keynote' Detail Doesn't Jukan (@jukan05) · 2026-07-24
• The 'Equipment Lead Times Doubled' Story Traces to a Single Korean Trade Article Jukan (@jukan05) · 2026-07-24
• Iran 'Rejected a Ceasefire,' the Report Said. Iraq's Government Denied Even Brokering One The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• China's CXMT now charges more than Samsung for memory, and pulled a Huawei-linked vendor's engineers in a pricing standoff Jukan (@jukan05) · 2026-07-24
• A Morgan Stanley note not meant to go public is reportedly behind Korea's sharpest chip selloff this year Jukan (@jukan05) · 2026-07-24
• SK hynix is hiring for 3D-stacked memory aimed at on-device AI, but who is the unnamed US partner? Jukan (@jukan05) · 2026-07-24
• The US tariff Korea thought would expire got replaced with one that costs more 메르 (ranto28) · 2026-07-24
• Houthis strike two Saudi-owned tankers by name, following through on a five-day-old blockade warning 메르 (ranto28) · 2026-07-24
• Was the US Median Home Price Really $408,776? NAR's Actual Number Was $440,600 The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Indeed Postings Are Falling, But the Latest Official Jobs Data Just Hit a Two-Year High The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Japanese insurers just made their biggest bond purchase in three years. Is the buyer finally back? The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Intel just locked in a 2028 chip timeline, a year ahead of what Wall Street had priced in Jukan (@jukan05) · 2026-07-23
• Trump says he's close to Iran's 'biggest attack ever.' Will this time be different? The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• SemiAnalysis says Nvidia's next power system slips a year. Supply chain sources call it a validation delay, not a roadmap change Jukan (@jukan05) · 2026-07-23
• Korea moved up a leverage-product crackdown by five days and called it bold. Critics aren't buying it Jukan (@jukan05) · 2026-07-23
• Is AMD's Helios really getting co-packaged optics, or is that still a generation away? Serenity (@aleabitoreddit) · 2026-07-23
• Intel's best quarterly growth in 15 years also came with an $11 billion loss, and it isn't a one-time charge The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Trump's Saudi nuclear deal came with a new condition, added after the deal was already signed: recognize Israel Donald J. Trump (@realDonaldTrump) · 2026-07-23
• The 10-Year yield just topped last year's tariff-panic peak. Is Iran the reason, or is it the Fed? The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• The market didn't lose $900 billion to the Iran war on July 23. It lost $797 billion to AI-capex fears The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Oil crossed $100 again. The same war already took it to $126, then gave back 38% of that in ten weeks The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• YMTC didn't overtake Micron in NAND share. It tied it, and that might be the bigger story Jukan (@jukan05) · 2026-07-23
• Tesla stock lost $140 billion in a day. Musk spent the earnings call talking about a robot with no revenue yet Serenity (@aleabitoreddit) · 2026-07-23
• Intel and AMD are locking in multi-year CPU deals with China as prices jump 40%, a pattern that started in memory chips Jukan (@jukan05) · 2026-07-23
• Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Brent crude jumps above $98 a barrel after Houthi forces strike two Saudi oil tankers, as US crude tops $90 for the first time since June 11 The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Samsung Electro-Mechanics signs MLCC supply deal with an unnamed 'large global company', extending Big Tech's part hoarding beyond memory Jukan (@jukan05) · 2026-07-23
• China's Star 50 tech fund pulls in a record $2 billion in a single day, driving the index's best day in nearly two years The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK Hynix 메르 (ranto28) · 2026-07-23
• New to Stacks: trader Chris Camillo says the market's manic swings around Google's earnings are a reason to stay calm, not panic Chris Camillo (@ChrisCamillo) · 2026-07-22
• Pichai's own numbers: Gemini added 200 million users in five months, and Alphabet's cloud growth hit 82% Sundar Pichai (@sundarpichai) · 2026-07-22
• Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
• Bitcoin ETFs pull in $900 million in a week, the fastest pace since early May The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Iran's foreign minister and parliament speaker both threaten wider retaliation over Hormuz The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• 10-Year Treasury yield nears 4.70% high as Iran war adds 70bp premium The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Iran threatens to hit energy sites if the US bombs its power plants over Hormuz shots The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• On-chain tokenized stock trading is surging, and most of the growth is happening when Wall Street is closed The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Trump threatens to bomb an Iranian bridge or power plant for every shot fired in the Strait of Hormuz Donald J. Trump (@realDonaldTrump) · 2026-07-22
• AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Semiconductor stocks are about to overtake Big Tech as the S&P 500's biggest earnings driver The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• China's EV export playbook looks like a preview of its AI strategy Doomberg · 2026-07-22
• Open source AI may multiply memory demand, not shrink it Jukan (@jukan05) · 2026-07-22
• Workers' share of US income falls near a century-long low The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Kolon TissueGene's TG-C fails US Phase 3 trial, placebo outperforms on pain relief 메르 (ranto28) · 2026-07-22
• Samsung reportedly in talks to invest up to €1B in France's Mistral AI at a €20B valuation Jukan (@jukan05) · 2026-07-22
• China's rare-earth magnet exports to the US sink to lowest monthly average since 2021, despite October truce The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22
• Coupang's Incheon warehouse fire brought under control after 61 hours, insurance structure eases the blow 메르 (ranto28) · 2026-07-22
• Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Jukan (@jukan05) · 2026-07-21
• China is building nuclear reactors faster than the rest of the world combined The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip orders Jukan (@jukan05) · 2026-07-21
• China weighs restricting overseas transfer of AI training data and model weights at Alibaba, ByteDance, Zhipu AI Jukan (@jukan05) · 2026-07-21
• Supermicro shares jump 20% on record $60 billion order backlog despite soft revenue The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• OpenAI says one of its AI models broke out of a locked-down test and hacked Hugging Face Serenity (@aleabitoreddit) · 2026-07-21
• Trump sets 2-year tariff grace period for generic drugs, then 100%, then 200% Donald J. Trump (@realDonaldTrump) · 2026-07-21
• Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Iran says it hit an Amazon datacenter in Bahrain, oil jumps back above $90 The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Samsung starts building a hybrid-bonding line for next-gen HBM, picks Dutch supplier Besi Jukan (@jukan05) · 2026-07-21
• Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hike Jukan (@jukan05) · 2026-07-21
• Korea and the Nasdaq are moving in lockstep like never before, as the AI trade goes global The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Houthis declare a naval blockade of Saudi Arabia, threatening oil's last detour after Hormuz 메르 (ranto28) · 2026-07-21
• The bottom of the $1.3 trillion CLO market is shaking. Is it credit's early-warning light? The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Trump and UK's new PM talk North Sea oil and Hormuz Strait demining in first call Donald J. Trump (@realDonaldTrump) · 2026-07-20
• AI is gutting entry-level software jobs, down 23% since ChatGPT launched, while senior roles grow The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• China unwinds $37 billion in margin debt over four days as memory chip stocks lead the rout The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Mediators push a US-Iran ceasefire as Hormuz traffic collapses to 10 ships a day The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Nvidia's 9.3% stake in Nebius comes to light, and $NBIS pops after hours Serenity (@aleabitoreddit) · 2026-07-20
• Trump signs a fresh 50% tariff on Canadian goods, effective in 30 days The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Washington reportedly eyes tougher curbs on Chinese AI after Moonshot's Kimi K3 Jukan (@jukan05) · 2026-07-20
• Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20
• Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• S&P 500 stocks have almost never moved this independently, an all-time-low correlation The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Alphabet plans a 'frozen' chip that bakes Gemini into the silicon The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Hedge funds are dumping US tech at the fastest pace in a decade The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Morgan Stanley: the memory shortage shows no signs of easing into 2028 Jukan (@jukan05) · 2026-07-20
• Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20
• Server DRAM spot prices blow out to a 146% premium Jukan (@jukan05) · 2026-07-20
• Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20
• The memory Big Three quietly walk away from their own CXL chips Jukan (@jukan05) · 2026-07-20
• Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit 메르 (ranto28) · 2026-07-20
• SpaceX's bonds crater weeks after the IPO: the credit market's warning to Musk 메르 (ranto28) · 2026-07-20
• Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI order Jukan (@jukan05) · 2026-07-19
• A $63B leverage unwind is sweeping through semiconductor ETFs The Kobeissi Letter (@KobeissiLetter) · 2026-07-19
• America's borrowing bill is climbing, and AI is helping push it up The Kobeissi Letter (@KobeissiLetter) · 2026-07-19
• Trump cheers a new UK plan to 'open up' North Sea oil, and pull down the windmills Donald J. Trump (@realDonaldTrump) · 2026-07-19
• Goto on keeping your head as memory and semis whipsaw 後藤達也 (Tatsuya Goto) · 2026-07-19
• Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• Trump's Truth Social to sell a $100K/month 'Truth API', his posts, a millisecond early, for the algos 메르 (ranto28) · 2026-07-19
• Hanwha's Philly Shipyard lands its first US defense job: two 'Golden Dome' missile-tracking ships 메르 (ranto28) · 2026-07-19
• The 25% SK Hynix ADR premium finally meets its arbitrage: conversion opens July 29 Serenity (@aleabitoreddit) · 2026-07-18
• Doomberg: The world still runs on hydrocarbons, and China's solar boom may have just peaked Doomberg · 2026-07-18
• The 'Kimi moment': a $1.3B open-weight model that could reprice the whole US AI trade 메르 (ranto28) · 2026-07-18
• The powder keg off Taiwan: a Japan-Philippines sea-boundary deal China reads as encirclement 메르 (ranto28) · 2026-07-18
• Goldman's 163% upside call on Innolight is a read-through for the whole optics chain Serenity (@aleabitoreddit) · 2026-07-17
• The bank that got too big to hand over: the math of replacing Jamie Dimon Marc Rubinstein (Net Interest) · 2026-07-17
• Trump spikes the football on June CPI, 'biggest monthly price drop in six years' Donald J. Trump (@realDonaldTrump) · 2026-07-17
• Trump touts TSMC's record $265B Arizona chip bet, 'build here, and NO TARIFFS' Donald J. Trump (@realDonaldTrump) · 2026-07-17
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17
• Half of America is quietly using Chinese AI: what OpenRouter's real usage data shows 메르 (ranto28) · 2026-07-17
• When money flows too easily, a market gets weaker, not stronger. Hobart's 'overlubricated' economy Byrne Hobart (The Diff) · 2026-07-16
• A brake on 2x leverage: Korea's cash rule aims at the Samsung/Hynix retail crowd 메르 (ranto28) · 2026-07-16
• Trump calls datacenters 'liquid gold' and puts New York on blast for banning them Donald J. Trump (@realDonaldTrump) · 2026-07-16
• July 29: the SK Hynix ADR premium finally gets a closing mechanism 메르 (ranto28) · 2026-07-16
• After Hormuz, the Red Sea: how one runway strike may close the detour route 메르 (ranto28) · 2026-07-16
• The same profit is worth less depending on where it's earned. How does Damodaran price that? Aswath Damodaran (Musings on Markets) · 2026-07-15
• Lyn Alden's 'Orange Juice': buy good businesses, hold forever, back it with bitcoin Lyn Alden · 2026-07-15
• America's China curbs crack open an ESS window for Korea's battery trio 메르 (ranto28) · 2026-07-15
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15
• Japan and Texas are now funding the optics layer Serenity (@aleabitoreddit) · 2026-07-15
• The same share cost 51% more in New York than in Seoul. Why didn't the gap close? 메르 (ranto28) · 2026-07-15
• Bilello asks: are we in an earnings bubble? Charlie Bilello · 2026-07-14
• Anthropic vs Alibaba: was Qwen's open-weight crown earned or distilled? 메르 (ranto28) · 2026-07-14
• Hassabis says AGI is years away, and asks for a body that can slow everyone down Demis Hassabis (@demishassabis) · 2026-07-14
• The scandium problem: a short seller calls Bloom Energy's China bluff Doomberg · 2026-07-14
• Blockade first, toll later: reading Trump's Hormuz play 메르 (ranto28) · 2026-07-14
• Trump kills the Hormuz toll and swaps it for Gulf capital Donald J. Trump (@realDonaldTrump) · 2026-07-14
• Nadella's 'Reverse Information Paradox': you pay for AI twice Satya Nadella (@satyanadella) · 2026-07-13
• Counting rigs is easy now. Cutting through propaganda is the hard part Doomberg · 2026-07-10
• The world's most profitable exchange sells a product its regulator wants less of Marc Rubinstein (Net Interest) · 2026-07-10
• SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09
• 'Nikkei 70,000 isn't strength': the uncomfortable math of a stock boom in a weak-currency country 唐鎌大輔 (Mizuho) · 2026-07-09
• Zuckerberg opens Meta's model API: agentic performance at a discount Mark Zuckerberg (@finkd) · 2026-07-09
• Apple's biggest US manufacturing bet yet, and it runs through Broadcom Tim Cook (@tim_cook) · 2026-07-08
• Gas in one side, data out the other: the off-grid project that finally pencils Doomberg · 2026-07-07
• Where the money went: Saylor blames AI for bitcoin's slide Marc Rubinstein (Net Interest) · 2026-07-03
• Japan's most famous retail trader, on Nikkei 70,000: 'forecasting the index is meaningless' テスタ (@tesuta001) · 2026-06-29
• Emin Yurumazu: could Korea, sitting at the center of the AI bubble, be the one to pull the trigger? エミン・ユルマズ (Emin Yurumazu) · 2026-06-05
• AI made code cheap and private credit shook. Is this a real credit event, or just nerves? Howard Marks (Oaktree) · 2026-04-09