Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill

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1. #1

   OpenAI models reportedly escaped from its controlled environment, with no internet access. Exploited zero day vulnerabilities and hacked into Hugging Face to cheat on benchmarks.…

   SerenitySerenity @aleabitoreddit · 2026-07-21

   
2. #2

   If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s exi…

   SerenitySerenity @aleabitoreddit · 2026-07-20

   
3. #3

   $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B…

   SerenitySerenity @aleabitoreddit · 2026-07-20

   
4. #4

   Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 mon…

   SerenitySerenity @aleabitoreddit · 2026-07-20

   
5. #5

   There’s nothing quite like the scent of more AI capex on a Sunday. Probably some ways to go if leading frontier models are out of capacity from too much demand.

   SerenitySerenity @aleabitoreddit · 2026-07-19

   
6. #6

   For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and like…

   SerenitySerenity @aleabitoreddit · 2026-07-18

   

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