The rise of China’s ChangXin Memory Technologies (CXMT) is fundamentally challenging the traditional narrative of the global memory market, which has long been dominated by US and South Korean giants like Micron, Samsung, and SK Hynix. While CXMT may not completely "unchart" or rewrite the entire global memory paradigm overnight—especially at the bleeding edge of AI hardware —its rapid ascent is rewriting the rules of engagement for US semiconductor firms. 1. Meteoric Market Share Gains CXMT has scaled at a pace that caught Western markets off guard. Driven by massive domestic demand and an upcycle in the memory sector: * CXMT’s global DRAM market share climbed from roughly 3% to around 8%. * Its blockbuster IPO on Shanghai’s STAR Market raised nearly $10 billion, briefly catapulting
Mos company shares surged once it was announced a deal with Nvdia, but this time it lost its luster 🤣🤣
Stock Track | CSOP SK Hynix Daily (2x) Leveraged Product Plummets 5.38% in Hong Kong Morning Session as NVIDIA-SK hynix Deal Falls Short of Market Hopes
If decade-long no contribution, as a employee, you are a long gone dead meat already. From this perspective, Tencent is too lenient or the mgmt was not efficient at all, highlighting an inconvincible issue embedded with its own hubris. The consistent share retreat, is thus a result of it, seldom by chance.
Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. "Very few people make money, even fewer make enough to make a real living of it."
The war does have massive impacts, even to average citizens in other parts of world that is not inflicted by the tragical brutalities. It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]
@L.Lim:Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...
Ranging from $70 to $200~, valuation is indeed an art, rathern than science. Recent AMD, or even Microsoft pullback demonstrated that, even if the fundamentals are strong, you gotta meet or beat the Wallstreet expectations 🤣