Jason砥砺前行

SK hynix's choice to list in the U.S. capital market can, on one hand, broaden its financing channels, attract overseas capital, supplement funds for R&D and production expansion, and help it increase technological investment in the memory chip sector, solidifying its position as the world's second-largest memory chip manufacturer. On the other hand, the U.S. stock market has stronger liquidity, which is beneficial for enhancing the company's international visibility and facilitating overseas cooperation and multinational business expansion.

However, listing in the U.S. also carries significant risks. The U.S. capital market is susceptible to geopolitical influences, and overseas regulatory reviews are strict. It may subsequently face uncertainties such as export controls and chip trade barriers. At the same time, U.S. stock prices are greatly affected by the fluctuations in the international semiconductor cycle, and the memory chip market experiences significant ups and downs, which can easily lead to valuation volatility. Overall, listing in the U.S. has both advantages and disadvantages. In the short term, it benefits financing and expansion, but in the long term, it must bear the external uncertainties brought by geopolitics and the international industry cycle.

Question 1

Many countries around the world have introduced restrictive policies targeting Starlink's satellite spectrum monopoly, space debris, and cross-border data control. If countries simultaneously tighten aerospace and internet regulations, significantly compressing SpaceX's long-term growth ceiling, will the forward profit expectations tied to its current trillion-dollar valuation completely fail? When institutions assign high valuations to SpaceX, have they fully priced in the tail risk of geopolitical regulation?

Question 2

The equity structures of Musk's various companies are interwoven, and he personally holds concentrated voting control. If a major overall restructuring is undertaken, will it further dilute the voice of external minority shareholders through mergers and share swaps? In the restructuring process, what institutional shortcomings would make it difficult for ordinary investors to share in the synergistic benefits, instead forcing them to bear losses from multiple businesses continuously burning cash?

Thanks for the answers! @SpaceM @Miracle Trader cola @The Leek Who Lost a Building

Already scheduled to follow.

👍Listen to the live stream.

Not a ripple in my heart.

Interesting, there isn't even a sell-side seat.

A rollercoaster week ☕️

Early New Year celebration🧨 Say bye bye to the 🐲Year of the Dragon and hihi to the 🐍Year of the Snake! $Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)

$Hang Seng TECH Index(STECH.HK) is so active in just half a day, jumping up and down.. 🤔

$Cerence(CRNC.US)Close the short position.

It is highly recommended to add the total transaction amount after the execution price and quantity in each order, which will facilitate statistical analysis. Thank you! @Longbridge Product Team @长桥LONGBRIDGE @LongPort小乔

The market surged, but I didn't keep up with the pace of the market...$Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK) is almost there, you can straighten your back now!

Buy a tire.

A small goal.

☕️

Let's go, let's go.

打光最后一颗 bullet！