$XL2CSOPHYNIX(07709.HK) The courtesans know not the sorrow of a fallen nation; it seems a certain Korean celebrity came to endorse it.
SK Hynix - WI
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- B
$Tesla(TSLA.US) $XL2CSOPHYNIX(07709.HK)
Good morning *****,
Please review the following updates on market views:
• First, US stock earnings and the US economy are indeed strong, with fundamentals unchanged.
• Secondly, demand for AI remains robust. As a market economy, the US sees demand driving supply.
• Finally, the Democratic Party's policies aimed at suppressing the stock market, driven by their midterm election victory, will make it difficult to win the general election in two years. Consequently, early this morning we saw news that the newly elected Texas Governor issued a statement confirming that data centers already permitted will be allowed to continue construction. This effectively covers all projects through 2027 and most through 2028. Additionally, the Democrats have indicated that if Elon Musk is willing to cooperate with them, they can establish a solid relationship with his company.
Early this morning, my account manager sent a message of concern.....
Well, you make your bets and you take your losses. Ahem, some people shouldn't ask me out for dinner for the next half month.....
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Democrats poised to sweep House & Senate; CXMT buyback sparks a memory rally｜Daily News Recap
1104 | Dolphin Research Focus: Daily News Recap | Dolphin Research🐬 Macro/Industry 1) Democrats notched several key wins in U.S. midterm gubernatorial races, likely securing a majority of governorships and eroding Republicans' long-held local edge, with global markets dipping then rebounding. The swing in the race jolted policy expectations and quickly restored risk appetite in the near term, but policy and regulatory paths remain uncertain, amplifying volatility in tech stocks. 2) Iran laid out seven preconditions...
Today’s Key News Recap - B
$XL2CSOPHYNIX(07709.HK) Hang in there! Break-even is not far off. One thing this round of storage manufacturers did very well was exercising restraint in expanding capacity. No need to rush; humanity needs massive amounts of memory. Look at China's NEV market for proof.
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$XL2CSOPHYNIX(07709.HK) $Tesla(TSLA.US) $Taiwan Semiconductor(TSM.US) Is the sentiment in US after-hours trading this good? Does it feel like the leverage crowded trade from last Friday has bottomed out?
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$XL2CSOPHYNIX(07709.HK) If it were you, would you go all in?
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$XL2CSOPHYNIX(07709.HK) added 30,000 shares at 21.88 filled
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$XL2CSOPHYNIX(07709.HK)
It stopped falling after today's drop, don't worry.
Korean friends, you've already made all the money, what are you panicking about?
joking
- B
$XL2CSOPHYNIX(07709.HK) To support our Korean friends, I've switched my main phone to the Samsung Z Fold8. Here I come, Korea. Boosting your GDP.
- B
$XL2CSOPHYNIX(07709.HK) recovering quickly 😄 Samsung's downfall is a tailwind for 力士