7 Aug 2026, 06:18 UTC41 views1 reactionsread 8 August 2026 Photo
Yeouido Gossip
1. Nix is currently supplying HBM3E to Nvidia at a heavily discounted price. Samsung Electronicsโ results look better because it broadly raised fixed annual prices, while Nixโs quarterly profit growth is relatively lower for this reason.
2. It is true that Nvidiaโs Vera Rubin launch was delayed because of defects in Nixโs HBM4.
3. SK hynixโs HBM4 price increase for Nvidia next year will likely be loโฆ
โค1
7 Aug 2026, 06:17 UTC30 viewsread 8 August 2026 Forwarded from @therealdyor
๋ฉ๋ชจ๋ฆฌ ํผํฌ๋ ์ง๊ธ์ผ๊น?
โ๏ธํฉํธ ๋ฐ ์์ฝ
https://blog.naver.com/teasky0221/224370769966
1. EPS ํผํฌ ๋
ผ์
- ์์ฅ ์ง๋ฌธ์ "๋ฉ๋ชจ๋ฆฌ๊ฐ ํ์ํ๊ฐ"๊ฐ ์๋๋ผ "์ง๊ธ ์ด์ต์ ์ง๊ณผ ์ง์๊ธฐ๊ฐ"
- ์์ฅ์ด ๋ฐ์ ์ค์ธ ๊ฒฝ๋ก๋ 2026~2027๋
AI ๋ฐ์ดํฐ์ผํฐ ํฌ์ Peak โ GPUยทHBMยทSSD ์ฃผ๋ฌธ Peak โ 2028๋
์ฆ์ค ๋ํ โ ๊ณต๊ธ ์ฆ๊ฐยท์ฌ๊ณ ์กฐ์ โ ASPยท๋ง์ง ๊ธ๋ฝ โ Peak EPS ์ข
๋ฃ
- ํ์๋ Peak์ ์กด์ฌ๊ฐ ์๋๋ผ ์์ ์ ๋ค๋ฅด๊ฒ ๋ณด๋ฉฐ, ๊ณผ๊ฑฐ NAND๋ ์๋น์ ๊ต์ฒด์์ ์ค์ฌ์ด์์ผ๋ Enterprise SSD๋ ๋ฐ์ดํฐ์ผํฐ ์ฆ์ค์์๋ก ์ฑ๊ฒฉ์ด ๋ฐ๋์๋ค๊ณ ํ๋จ
- SNDK ์ค์ ์ ๋งค์ถ $8.97B, EPS $39.25๋ก ์ฌ์ ์ต๋์ด๊ณ ๋ฐ์ดํฐ์ผํฐํฅ์ด ๋ถ๊ธฐ 103% ์ฑ์ฅ, MU๋ FY2026 3โฆ
6 Aug 2026, 09:03 UTC36 viewsread 8 August 2026 Forwarded from @degentradinghouse
Leverage ages you
4 Aug 2026, 04:22 UTC65 views2 reactionsread 8 August 2026 Photo
actually cool
https://terminal.gambit.zone/
โค2
4 Aug 2026, 02:56 UTC62 views1 reactionsread 8 August 2026 Photo
gm
๐ฅฐ1
31 Jul 2026, 13:59 UTC96 views1 reactionsread 8 August 2026 Forwarded from @degentradinghouse
heres ur dip
๐คก1
31 Jul 2026, 00:35 UTC114 views6 reactionsread 8 August 2026 "It's another new day for a good trade."
my boss said this today and i felt oddly relieved.
hope someone here needed to hear it too.
โค6
30 Jul 2026, 23:50 UTC106 viewsread 8 August 2026 Forwarded from @HANAchina
>>JPMorgan โ์ผ๋ณธ์ ์ถ๊ฐ ์ธํ์์ฅ ๊ฐ์
์ฌ๋ ฅ์ ์ ํ์ ์ผ ์ ์์ดโ
โขJPMorgan ์ ๋ต๊ฐ ๋ค๋์ธ ์ค์ผ๋ ์ผ๋ณธ ๋น๊ตญ์ด 7์ 31์ผ BOJ ํตํ์ ์ฑ
๋ฐํ ์ ์ ์๋์ ์ผ๋ก ์ธํ์์ฅ์ ๊ฐ์
ํ์ ๊ฐ๋ฅ์ฑ์ด ์๋ค๊ณ ๋ถ์. ์ด๋ ์ฐ์๋ค ๊ฐ์ฆ์ค ์ผ๋ณธ์ํ ์ด์ฌ์ ๋น๋๊ธฐํ์ ๋ฐ์ธ์ด ์๋ก์ด ์ํ ๋งค๋์ธ๋ฅผ ์ด๋ฐํ ๊ฒ์ผ๋ก ์์ํ๊ธฐ ๋๋ฌธ์ด๋ผ๋ ์ค๋ช
์.
โข๊ทธ๋ ์ค์ ๋ก ๊ฐ์
์ด ์์๋ค๋ฉด ๊ท๋ชจ๊ฐ ์๋นํ์ ๊ฐ๋ฅ์ฑ์ด ์์ผ๋ฉฐ, ๋์ ๊ฐ์
๊ท๋ชจ๋ 2024๋
์ 15์กฐ ์(์ฝ 940์ต ๋ฌ๋ฌ)์ ๋์ด์ฐ์ ์๋ ์๋ค๊ณ ์ถ์
โข๋ํ ์ธํ๋ณด์ ์ก์ด ๊ณ์ ๊ฐ์ํ ๊ฒฝ์ฐ, ์ธํ๋ณด์ ์ก ์ด์ฉ๋ง์ผ๋ก ์ด์ ์์ค์ ํ๋ณตํ๊ธฐ ์ด๋ ค์ธ ์ ์์ด ์ผ๋ณธ์ ์ถ๊ฐ ๊ฐ์
์ฌ๋ ฅ์ ์ ํ์ ์ผ ๊ฒ์ด๋ผ๊ณ ์ ๋ง
30 Jul 2026, 08:29 UTC96 viewsread 8 August 2026 https://x.com/0xpicklecati/status/2082730104791453771?s=46
30 Jul 2026, 08:23 UTC93 views5 reactionsread 8 August 2026 No lev guysโฆ
Lev is powerful wen the trend is obvious and this also means we dont have to try too hard to catch the bottom
- from someone still holding lev position lol = me
๐คฃ5
30 Jul 2026, 08:22 UTC74 viewsread 8 August 2026 Forwarded from @degentradinghouse
Will do a longer recap about what Leosold means for the market. But yes, even the whales are being carried out because of leverage. If you want to bottom pick, you CANNOT use leverage. Leo found out that even a small 150% leverage feels painful after a 50% nuke
30 Jul 2026, 03:40 UTC75 viewsread 8 August 2026 Forwarded from @BChoSNPhoto
๊ตญ๋ฏผ์ฐ๊ธ ์์ต 314์กฐ์์์ 95์กฐ์ ๊ฐ์ ์ถ์
์ถ์ฒ
๋ฆฌ๋ฐธ๋ฐ์ฑ ๋ฏธ๋ฃจ๋ค ๊ตญ๋ฏผ ๋ 219์กฐ์ ๋ ๋ผ๊ฐ
Showing the 12 most recent of 20 posts we hold for @brandingotter. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked โ was rounded by Telegram before we ever saw it โ t.me prints views in full below 1,000 and to three significant figures above, so โ1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.