disclosure

Facts that can move a share price, from earnings to big contracts to asset sales, cannot be released selectively: they go out on a prescribed form, such as an 8-K or 10-Q in the US. A filing precedes and outranks the news story built on it, so when the numbers disagree the filing is the one to check.

Predictions & track record (6)

• Awaiting grading On the night of August 4, the 25 days that kept SK hynix quiet run outScore on whether a shareholder return plan with a size or a timetable arrives by the third quarter results in late October.
• Awaiting grading 1,638 bitcoin, 3.01 million new shares, 912,143 preferred shares bought backScore the company's account as correct if STRC trades consistently near its $100 stated value by the end of 2026, and Schiff's as correct if it stays below.
• Awaiting grading Why is Samsung, coming off a record quarter, locking 60 to 70 percent of its memory capacity into five-year deals?In January 2027, score whether Samsung's LTA volumes reached 60 to 70 percent of its medium- to long-term DRAM and NAND production plans, and whether the five customers then in final negotiations signed.
• Awaiting grading If quarterly earnings and Fed guidance both get cut back, what will the market price on?In the first half of 2027, score whether the SEC adopted the semiannual reporting rule and whether any listed company actually elected it.
• Awaiting grading SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From ChipsCheck SK Hynix's Q2 earnings release for whether operating profit lands around ₩60tn as estimated, and whether the dividend is actually raised by a wide margin.
• Awaiting grading SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint ventureCheck in the coming months whether SK hynix and Intel announce a joint venture or acquisition deal for the Ohio site.

11 related posts

• Watch On the night of August 4, the 25 days that kept SK hynix quiet run out Jukan (@jukan05) · 2026-08-03
• Bear 1,638 bitcoin, 3.01 million new shares, 912,143 preferred shares bought back Peter Schiff (@PeterSchiff) · 2026-08-03
• Watch The fund that lost 67% in July is still up 80% for the year Marc Rubinstein (Net Interest) · 2026-08-03
• Bull 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
• Watch If quarterly earnings and Fed guidance both get cut back, what will the market price on? Aswath Damodaran (Musings on Markets) · 2026-07-29
• Watch Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• Watch SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From Chips Jukan (@jukan05) · 2026-07-27
• Watch SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22
• Bull Nvidia's 9.3% stake in Nebius comes to light, and $NBIS pops after hours Serenity (@aleabitoreddit) · 2026-07-20
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