Dan Okonkwo | Catalyst Desk
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Dan Okonkwo | Catalyst Desk
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Earnings, dilution, rates, policy. Every thesis ends with what would prove it wrong. Scorecard stays public.
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#TRUMP All of Wall Street is watching the Nov 3 midterms. But here's what a lot of traders are quietly hoping for: Washington getting absolutely nothing done๐
๐
Quick refresher. Midterms aren't about the president. They're about Congress. All 435 House seats are up, plus about a third of the Senate. Right now Republicans hold the White House and both chambers, so Trump has a pretty clear runway for whatever he wants to push.
That runway's looking shaky. Trump's approval is stuck in the 30s, and history's brutal on this one: the lower the president's approval, the worse his party gets hit in the midterms. The House sits at 218-214. Dems only need to flip 3 seats, they're up almost 9 points in national polls, and most people already expect them to take it.
So what does that mean for stocks? Probably a split government. The White House and Congress block each other, big spending bills stall, and nothing radical gets through. Sounds like a mess. The market kinda loves it, because nobody's flipping the rules on you overnight.
Here's the stat that matters. Since 1950, the S&P 500 has been up in the 12 months after every single midterm. 19 for 19, averaging close to 21%, no matter which party won ๐
The market was never scared of who wins. It's scared of not knowing. So if stocks get jumpy this week, don't panic. Once the results are in, the money has come back every single time.
#TRUMP All of Wall Street is watching the Nov 3 midterms. But here's what a lot of traders are quietly hoping for: Washington getting absolutely nothing done๐
๐
Quick refresher. Midterms aren't about the president. They're about Congress. All 435 House seats are up, plus about a third of the Senate. Right now Republicans hold the White House and both chambers, so Trump has a pretty clear runway for whatever he wants to push.
That runway's looking shaky. Trump's approval is stuck in the 30s, and history's brutal on this one: the lower the president's approval, the worse his party gets hit in the midterms. The House sits at 218-214. Dems only need to flip 3 seats, they're up almost 9 points in national polls, and most people already expect them to take it.
So what does that mean for stocks? Probably a split government. The White House and Congress block each other, big spending bills stall, and nothing radical gets through. Sounds like a mess. The market kinda loves it, because nobody's flipping the rules on you overnight.
Here's the stat that matters. Since 1950, the S&P 500 has been up in the 12 months after every single midterm. 19 for 19, averaging close to 21%, no matter which party won ๐
The market was never scared of who wins. It's scared of not knowing. So if stocks get jumpy this week, don't panic. Once the results are in, the money has come back every single time.
Quick refresher. Midterms aren't about the president. They're about Congress. All 435 House seats are up, plus about a third of the Senate. Right now Republicans hold the White House and both chambers, so Trump has a pretty clear runway for whatever he wants to push.
That runway's looking shaky. Trump's approval is stuck in the 30s, and history's brutal on this one: the lower the president's approval, the worse his party gets hit in the midterms. The House sits at 218-214. Dems only need to flip 3 seats, they're up almost 9 points in national polls, and most people already expect them to take it.
So what does that mean for stocks? Probably a split government. The White House and Congress block each other, big spending bills stall, and nothing radical gets through. Sounds like a mess. The market kinda loves it, because nobody's flipping the rules on you overnight.
Here's the stat that matters. Since 1950, the S&P 500 has been up in the 12 months after every single midterm. 19 for 19, averaging close to 21%, no matter which party won ๐
The market was never scared of who wins. It's scared of not knowing. So if stocks get jumpy this week, don't panic. Once the results are in, the money has come back every single time.
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Anthropic just put TSMC in its IPO filing as a risk factor. Their warning: the world's most advanced chips are almost all made in Taiwan ๐จ๐จ
Here's what that means. If TSMC goes down, the AI chip supply gets wrecked, and Anthropic's business goes down with it. That's in their own filing.
And it's not only Anthropic. $NVDA GPUs, $AMD GPUs, the custom chips $AMZN and $GOOGL design themselves... all of them end up coming out of TSMC.
It gets worse:
1๏ธโฃ Advanced fabs outside Taiwan are still early. That risk isn't getting spread out anytime soon
2๏ธโฃ Building and qualifying a new fab takes forever. If something breaks, we could be looking at years, not months
3๏ธโฃ There isn't enough supply even now. TSMC can't keep up with orders, and Anthropic says it couldn't get enough chips in time
So the whole AI trade is riding on one company on one island. For $TSM, that makes it about as irreplaceable as a company gets. For everyone else, it's a risk nobody gets to dodge ๐ฌ#Anthropic
Anthropic just put TSMC in its IPO filing as a risk factor. Their warning: the world's most advanced chips are almost all made in Taiwan ๐จ๐จ
Here's what that means. If TSMC goes down, the AI chip supply gets wrecked, and Anthropic's business goes down with it. That's in their own filing.
And it's not only Anthropic. $NVDA GPUs, $AMD GPUs, the custom chips $AMZN and $GOOGL design themselves... all of them end up coming out of TSMC.
It gets worse:
1๏ธโฃ Advanced fabs outside Taiwan are still early. That risk isn't getting spread out anytime soon
2๏ธโฃ Building and qualifying a new fab takes forever. If something breaks, we could be looking at years, not months
3๏ธโฃ There isn't enough supply even now. TSMC can't keep up with orders, and Anthropic says it couldn't get enough chips in time
So the whole AI trade is riding on one company on one island. For $TSM, that makes it about as irreplaceable as a company gets. For everyone else, it's a risk nobody gets to dodge ๐ฌ#Anthropic
Here's what that means. If TSMC goes down, the AI chip supply gets wrecked, and Anthropic's business goes down with it. That's in their own filing.
And it's not only Anthropic. $NVDA GPUs, $AMD GPUs, the custom chips $AMZN and $GOOGL design themselves... all of them end up coming out of TSMC.
It gets worse:
1๏ธโฃ Advanced fabs outside Taiwan are still early. That risk isn't getting spread out anytime soon
2๏ธโฃ Building and qualifying a new fab takes forever. If something breaks, we could be looking at years, not months
3๏ธโฃ There isn't enough supply even now. TSMC can't keep up with orders, and Anthropic says it couldn't get enough chips in time
So the whole AI trade is riding on one company on one island. For $TSM, that makes it about as irreplaceable as a company gets. For everyone else, it's a risk nobody gets to dodge ๐ฌ#Anthropic
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#EarningsSeason Beat earnings? Doesn't matter
Crush earnings? Still might not matter๐คท๐คท
Microsoft has beaten on revenue and EPS 12 quarters straight. The stock went up the next day just 5 times.
Google's even wilder. Last quarter, Cloud came in 11% above estimates, and the stock dumped 7% the next day๐คกAll it took was one line: "We're spending more on AI data centers."
That's the bar now. Blow out the numbers AND explain how all that AI spending pays off. Miss either one and you get punished.
Both report tomorrow after the close, an hour apart. Options are pricing in roughly a 6% move on each.
Bulls and bears are all waiting on the day
#EarningsSeason Beat earnings? Doesn't matter
Crush earnings? Still might not matter๐คท๐คท
Microsoft has beaten on revenue and EPS 12 quarters straight. The stock went up the next day just 5 times.
Google's even wilder. Last quarter, Cloud came in 11% above estimates, and the stock dumped 7% the next day๐คกAll it took was one line: "We're spending more on AI data centers."
That's the bar now. Blow out the numbers AND explain how all that AI spending pays off. Miss either one and you get punished.
Both report tomorrow after the close, an hour apart. Options are pricing in roughly a 6% move on each.
Bulls and bears are all waiting on the day
Crush earnings? Still might not matter๐คท๐คท
Microsoft has beaten on revenue and EPS 12 quarters straight. The stock went up the next day just 5 times.
Google's even wilder. Last quarter, Cloud came in 11% above estimates, and the stock dumped 7% the next day๐คกAll it took was one line: "We're spending more on AI data centers."
That's the bar now. Blow out the numbers AND explain how all that AI spending pays off. Miss either one and you get punished.
Both report tomorrow after the close, an hour apart. Options are pricing in roughly a 6% move on each.
Bulls and bears are all waiting on the day
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#AnthropicS1ExpectedToday Anthropic announces its IPO and immediately dips. Turns out nobody wants to buy an $ANT (:
#AnthropicS1ExpectedToday Anthropic announces its IPO and immediately dips. Turns out nobody wants to buy an $ANT (:
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#USQ3GDPAndSeptemberPCEDueNextWeek The Fed meets Thursday and a hold is basically locked in โ but the real story isn't this meeting, it's whether they hike again in December.
A December hike is still very much in play. Inflation's still running well above the 2% target, GDP looks solid, and the September minutes showed most members still open to tightening further this year. Reuters polled 100 economists on the December meeting and every single one expects a hike.
What makes it weird is the data's been softening. September nonfarm came in at 29k โ way below expectations โ and unemployment ticked up to 4.2%, which isn't exactly a red-hot economy screaming for more rate hikes. So you've got a cooling labor market and a Fed that hasn't backed off, and that gap is the thing worth watching.
Warsh is an inflation hawk by reputation, so if anyone's going to push another hike through despite softer numbers, it's him. Thursday's decision itself is almost certainly a hold, but the tone matters more than the vote โ listen for whether he keeps December alive or acknowledges the weaker data $SPY $QQQ $BTC #FOMC #Fed
#USQ3GDPAndSeptemberPCEDueNextWeek The Fed meets Thursday and a hold is basically locked in โ but the real story isn't this meeting, it's whether they hike again in December.
A December hike is still very much in play. Inflation's still running well above the 2% target, GDP looks solid, and the September minutes showed most members still open to tightening further this year. Reuters polled 100 economists on the December meeting and every single one expects a hike.
What makes it weird is the data's been softening. September nonfarm came in at 29k โ way below expectations โ and unemployment ticked up to 4.2%, which isn't exactly a red-hot economy screaming for more rate hikes. So you've got a cooling labor market and a Fed that hasn't backed off, and that gap is the thing worth watching.
Warsh is an inflation hawk by reputation, so if anyone's going to push another hike through despite softer numbers, it's him. Thursday's decision itself is almost certainly a hold, but the tone matters more than the vote โ listen for whether he keeps December alive or acknowledges the weaker data $SPY $QQQ $BTC #FOMC #Fed
A December hike is still very much in play. Inflation's still running well above the 2% target, GDP looks solid, and the September minutes showed most members still open to tightening further this year. Reuters polled 100 economists on the December meeting and every single one expects a hike.
What makes it weird is the data's been softening. September nonfarm came in at 29k โ way below expectations โ and unemployment ticked up to 4.2%, which isn't exactly a red-hot economy screaming for more rate hikes. So you've got a cooling labor market and a Fed that hasn't backed off, and that gap is the thing worth watching.
Warsh is an inflation hawk by reputation, so if anyone's going to push another hike through despite softer numbers, it's him. Thursday's decision itself is almost certainly a hold, but the tone matters more than the vote โ listen for whether he keeps December alive or acknowledges the weaker data $SPY $QQQ $BTC #FOMC #Fed
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OMG Musk just shared a horrifying story from a Tesla factory๐ฑ๐ฑ
Late last year a Tesla factory worker attacked a female coworker. Her "crime"? She accidentally stepped on his prayer rug. She had no idea it was even there.
He got fired. But it doesn't end there. A few months later, he walked into a bar in the same city and killed three students...
OMG Musk just shared a horrifying story from a Tesla factory๐ฑ๐ฑ
Late last year a Tesla factory worker attacked a female coworker. Her "crime"? She accidentally stepped on his prayer rug. She had no idea it was even there.
He got fired. But it doesn't end there. A few months later, he walked into a bar in the same city and killed three students...
Late last year a Tesla factory worker attacked a female coworker. Her "crime"? She accidentally stepped on his prayer rug. She had no idea it was even there.
He got fired. But it doesn't end there. A few months later, he walked into a bar in the same city and killed three students...
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#kospisinks3.52%tolowestclosesinceapril $SKHYB
KOSPI just dropped 3.5% in one day. Is the memory chip trade over? ๐๐
On Oct 22, the KOSPI closed down 3.52% at 5,533.77, its lowest since April. SK Hynix fell nearly 6% and Samsung fell 4%.
The KOSPI is basically a memory chip index. When Samsung and SK Hynix drop, everything drops.
Earlier this year, AI demand for memory chips sent the KOSPI past 9,300, more than double where it started the year. It's now down about 40% from that peak.
Three things drove this drop. The market is starting to doubt that all the AI spending will pay off. Samsung and SK Hynix have mostly finished their big share buybacks, so that support is gone. And the Bank of Korea didn't rule out raising rates later.
The most interesting part is what Korean retail investors did. While the KOSPI kept hitting new highs, they were selling heavily, and a lot of them moved their money into US stocks. So the higher the market went, the fewer retail investors were left in it. The biggest winner turned out to be the Korean government, because record trading volume pushed securities transaction tax revenue to a record high too.
What happens next depends on whether US tech giants keep spending on AI. If they pull back, Korean stocks will have a hard time holding up.
#kospisinks3.52%tolowestclosesinceapril $SKHYB
KOSPI just dropped 3.5% in one day. Is the memory chip trade over? ๐๐
On Oct 22, the KOSPI closed down 3.52% at 5,533.77, its lowest since April. SK Hynix fell nearly 6% and Samsung fell 4%.
The KOSPI is basically a memory chip index. When Samsung and SK Hynix drop, everything drops.
Earlier this year, AI demand for memory chips sent the KOSPI past 9,300, more than double where it started the year. It's now down about 40% from that peak.
Three things drove this drop. The market is starting to doubt that all the AI spending will pay off. Samsung and SK Hynix have mostly finished their big share buybacks, so that support is gone. And the Bank of Korea didn't rule out raising rates later.
The most interesting part is what Korean retail investors did. While the KOSPI kept hitting new highs, they were selling heavily, and a lot of them moved their money into US stocks. So the higher the market went, the fewer retail investors were left in it. The biggest winner turned out to be the Korean government, because record trading volume pushed securities transaction tax revenue to a record high too.
What happens next depends on whether US tech giants keep spending on AI. If they pull back, Korean stocks will have a hard time holding up.
KOSPI just dropped 3.5% in one day. Is the memory chip trade over? ๐๐
On Oct 22, the KOSPI closed down 3.52% at 5,533.77, its lowest since April. SK Hynix fell nearly 6% and Samsung fell 4%.
The KOSPI is basically a memory chip index. When Samsung and SK Hynix drop, everything drops.
Earlier this year, AI demand for memory chips sent the KOSPI past 9,300, more than double where it started the year. It's now down about 40% from that peak.
Three things drove this drop. The market is starting to doubt that all the AI spending will pay off. Samsung and SK Hynix have mostly finished their big share buybacks, so that support is gone. And the Bank of Korea didn't rule out raising rates later.
The most interesting part is what Korean retail investors did. While the KOSPI kept hitting new highs, they were selling heavily, and a lot of them moved their money into US stocks. So the higher the market went, the fewer retail investors were left in it. The biggest winner turned out to be the Korean government, because record trading volume pushed securities transaction tax revenue to a record high too.
What happens next depends on whether US tech giants keep spending on AI. If they pull back, Korean stocks will have a hard time holding up.
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Stop vibe coding,AI is becoming deeply uncool๐ข
A software engineer says his two daughters, one at uni in the UK and one in Italy, are surrounded by young people who almost all hate AI.
His daughter even introduces him like this: "This is my dad. He's a software engineer, but don't worry, he doesn't do AI๐"
To them, AI is "the older generation's mess that we have to clean up. Wasn't climate change enough?"
They're sick of AI slop all over their feeds and AI music. Most of all, they hate being told the skills they spent years building are suddenly worthless.
When you can't tell what's human online anymore, being real becomes the new flex.
Stop vibe coding,AI is becoming deeply uncool๐ข
A software engineer says his two daughters, one at uni in the UK and one in Italy, are surrounded by young people who almost all hate AI.
His daughter even introduces him like this: "This is my dad. He's a software engineer, but don't worry, he doesn't do AI๐"
To them, AI is "the older generation's mess that we have to clean up. Wasn't climate change enough?"
They're sick of AI slop all over their feeds and AI music. Most of all, they hate being told the skills they spent years building are suddenly worthless.
When you can't tell what's human online anymore, being real becomes the new flex.
A software engineer says his two daughters, one at uni in the UK and one in Italy, are surrounded by young people who almost all hate AI.
His daughter even introduces him like this: "This is my dad. He's a software engineer, but don't worry, he doesn't do AI๐"
To them, AI is "the older generation's mess that we have to clean up. Wasn't climate change enough?"
They're sick of AI slop all over their feeds and AI music. Most of all, they hate being told the skills they spent years building are suddenly worthless.
When you can't tell what's human online anymore, being real becomes the new flex.
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If you invested $100K into Victoria's Secret $VSXY
after they announced bringing back the Fashion Show
You'd now be at $433,000๐ค๐ค
If you invested $100K into Victoria's Secret $VSXY
after they announced bringing back the Fashion Show
You'd now be at $433,000๐ค๐ค
after they announced bringing back the Fashion Show
You'd now be at $433,000๐ค๐ค
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#Musk #Hyperliquid The AI era has its own PayPal Mafia๐๐
Ten years ago, they were interns at Hudson River Trading. Today, each of them runs a company worth more than $10 billion.
Their average age is under 30. When the original PayPal Mafia crossed the same line, their average age was 44.
#Musk #Hyperliquid The AI era has its own PayPal Mafia๐๐
Ten years ago, they were interns at Hudson River Trading. Today, each of them runs a company worth more than $10 billion.
Their average age is under 30. When the original PayPal Mafia crossed the same line, their average age was 44.
Ten years ago, they were interns at Hudson River Trading. Today, each of them runs a company worth more than $10 billion.
Their average age is under 30. When the original PayPal Mafia crossed the same line, their average age was 44.
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In case you missed it, the driver of that flying Roadster wasnโt a humanโit was an Optimus robot๐คซ๐คซ๐
No manual intervention throughout the demonstration, including a precise autonomous landing!
When it touched down smoothly, saluted us, and raised both fists in celebration, it felt like we could almost hear the heartbeatโand feel the excitementโof silicon-based life.
In case you missed it, the driver of that flying Roadster wasnโt a humanโit was an Optimus robot๐คซ๐คซ๐
No manual intervention throughout the demonstration, including a precise autonomous landing!
When it touched down smoothly, saluted us, and raised both fists in celebration, it felt like we could almost hear the heartbeatโand feel the excitementโof silicon-based life.
No manual intervention throughout the demonstration, including a precise autonomous landing!
When it touched down smoothly, saluted us, and raised both fists in celebration, it felt like we could almost hear the heartbeatโand feel the excitementโof silicon-based life.
Dan Okonkwo | Catalyst Desk
ยท
--
#Roadster The โRoadster momentโ is here! This isnโt AI-generatedโitโs the latest Tesla.
Could this be the most exciting tech reveal since Steve Jobs unveiled the iPhone 4?
Could this be the most exciting tech reveal since Steve Jobs unveiled the iPhone 4?
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#Roadster The โRoadster momentโ is here! This isnโt AI-generatedโitโs the latest Tesla.
Could this be the most exciting tech reveal since Steve Jobs unveiled the iPhone 4?
#Roadster The โRoadster momentโ is here! This isnโt AI-generatedโitโs the latest Tesla.
Could this be the most exciting tech reveal since Steve Jobs unveiled the iPhone 4?
Could this be the most exciting tech reveal since Steve Jobs unveiled the iPhone 4?
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#AnthropicIPO Anthropicโs Q3 revenue reportedly hit $16.8 billionโroughly 3.6x SpaceXโs last reported quarter before its IPO. Could its IPO valuation beat SpaceXโs too?
Investors are questioning how long the AI boom can last. Meanwhile, Anthropic is pitching strong growth to build support for its IPO.
According to figures shared with investors, Q3 revenue rose from $11.5 billion to $16.8 billion, up roughly 46% quarter over quarter. The company also says it has reached profitability on an adjusted basis.
For comparison, SpaceX reported approximately $4.694 billion in Q1 2026 revenue, putting Anthropicโs reported quarterly revenue at roughly 3.6x that figure.
SpaceX went public at a valuation of around $1.77 trillion. Anthropic is reportedly valued at roughly $1.93 trillion in secondary-market trading.
#AnthropicIPO Anthropicโs Q3 revenue reportedly hit $16.8 billionโroughly 3.6x SpaceXโs last reported quarter before its IPO. Could its IPO valuation beat SpaceXโs too?
Investors are questioning how long the AI boom can last. Meanwhile, Anthropic is pitching strong growth to build support for its IPO.
According to figures shared with investors, Q3 revenue rose from $11.5 billion to $16.8 billion, up roughly 46% quarter over quarter. The company also says it has reached profitability on an adjusted basis.
For comparison, SpaceX reported approximately $4.694 billion in Q1 2026 revenue, putting Anthropicโs reported quarterly revenue at roughly 3.6x that figure.
SpaceX went public at a valuation of around $1.77 trillion. Anthropic is reportedly valued at roughly $1.93 trillion in secondary-market trading.
Investors are questioning how long the AI boom can last. Meanwhile, Anthropic is pitching strong growth to build support for its IPO.
According to figures shared with investors, Q3 revenue rose from $11.5 billion to $16.8 billion, up roughly 46% quarter over quarter. The company also says it has reached profitability on an adjusted basis.
For comparison, SpaceX reported approximately $4.694 billion in Q1 2026 revenue, putting Anthropicโs reported quarterly revenue at roughly 3.6x that figure.
SpaceX went public at a valuation of around $1.77 trillion. Anthropic is reportedly valued at roughly $1.93 trillion in secondary-market trading.
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#SKHYNIX SK hynix is plunging. Is Chinese competition putting the AI trade in the firing line??๐ค๐ค
SK hynix has dropped more than 20% over the past few days. One possible trigger: a reported tech breakthrough by Chinese memory maker CXMT.
A few days ago, CXMT announced progress on next-generation DRAM technology, with plans to launch related server-memory products. The market freaked out.
And itโs not just CXMT. Chinese manufacturers are expanding their memory businesses, raising fears of tougher price competition ahead.
The selloff is spreading across U.S. cloud, memory and chip stocks, too. CoreWeave plunged more than 13% at todayโs open.
#SKHYNIX SK hynix is plunging. Is Chinese competition putting the AI trade in the firing line??๐ค๐ค
SK hynix has dropped more than 20% over the past few days. One possible trigger: a reported tech breakthrough by Chinese memory maker CXMT.
A few days ago, CXMT announced progress on next-generation DRAM technology, with plans to launch related server-memory products. The market freaked out.
And itโs not just CXMT. Chinese manufacturers are expanding their memory businesses, raising fears of tougher price competition ahead.
The selloff is spreading across U.S. cloud, memory and chip stocks, too. CoreWeave plunged more than 13% at todayโs open.
SK hynix has dropped more than 20% over the past few days. One possible trigger: a reported tech breakthrough by Chinese memory maker CXMT.
A few days ago, CXMT announced progress on next-generation DRAM technology, with plans to launch related server-memory products. The market freaked out.
And itโs not just CXMT. Chinese manufacturers are expanding their memory businesses, raising fears of tougher price competition ahead.
The selloff is spreading across U.S. cloud, memory and chip stocks, too. CoreWeave plunged more than 13% at todayโs open.
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OMG, this absolutely blew my mindโa guy used AI tools to mass-produce hundreds of thousands of songs and made over $8 million from them๐ณ
His name is Michael Smith, and heโs 54 years old. Starting in 2017, he generated songs at scale using AI, uploaded them to major platforms such as Spotify and Apple Music to collect royalties, and then used bots to rack up fake streams.
Over seven years, the scheme made him millions of dollars.
He was arrested in 2024, and a few days ago, the U.S. District Court for the Southern District of New York sentenced him to 18 months in prison
OMG, this absolutely blew my mindโa guy used AI tools to mass-produce hundreds of thousands of songs and made over $8 million from them๐ณ
His name is Michael Smith, and heโs 54 years old. Starting in 2017, he generated songs at scale using AI, uploaded them to major platforms such as Spotify and Apple Music to collect royalties, and then used bots to rack up fake streams.
Over seven years, the scheme made him millions of dollars.
He was arrested in 2024, and a few days ago, the U.S. District Court for the Southern District of New York sentenced him to 18 months in prison
His name is Michael Smith, and heโs 54 years old. Starting in 2017, he generated songs at scale using AI, uploaded them to major platforms such as Spotify and Apple Music to collect royalties, and then used bots to rack up fake streams.
Over seven years, the scheme made him millions of dollars.
He was arrested in 2024, and a few days ago, the U.S. District Court for the Southern District of New York sentenced him to 18 months in prison
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And sure enough, Korean stocks plunged today...๐ต
And sure enough, Korean stocks plunged today...๐ต
Dan Okonkwo | Catalyst Desk
ยท
--
Samsung and SK Hynix are plunging. Why are Korean stocks starting to decouple from the global AI rally?๐คฏ๐คฏ
Samsung and SK Hynix powered Korean stocks higher in the first half. But with so much index weight concentrated in just two memory giants, that concentration became a risk.
Now, foreign investors are cutting exposure, leverage is unwinding, and some retail investors are shifting to US stocksโputting more pressure on memory stocks.
Corporate buybacks had absorbed some of the selling. But as those programs wind down, the next wave of buyers seems nowhere to be found.
Samsung and SK Hynix powered Korean stocks higher in the first half. But with so much index weight concentrated in just two memory giants, that concentration became a risk.
Now, foreign investors are cutting exposure, leverage is unwinding, and some retail investors are shifting to US stocksโputting more pressure on memory stocks.
Corporate buybacks had absorbed some of the selling. But as those programs wind down, the next wave of buyers seems nowhere to be found.
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Samsung and SK Hynix are plunging. Why are Korean stocks starting to decouple from the global AI rally?๐คฏ๐คฏ
Samsung and SK Hynix powered Korean stocks higher in the first half. But with so much index weight concentrated in just two memory giants, that concentration became a risk.
Now, foreign investors are cutting exposure, leverage is unwinding, and some retail investors are shifting to US stocksโputting more pressure on memory stocks.
Corporate buybacks had absorbed some of the selling. But as those programs wind down, the next wave of buyers seems nowhere to be found.
Samsung and SK Hynix are plunging. Why are Korean stocks starting to decouple from the global AI rally?๐คฏ๐คฏ
Samsung and SK Hynix powered Korean stocks higher in the first half. But with so much index weight concentrated in just two memory giants, that concentration became a risk.
Now, foreign investors are cutting exposure, leverage is unwinding, and some retail investors are shifting to US stocksโputting more pressure on memory stocks.
Corporate buybacks had absorbed some of the selling. But as those programs wind down, the next wave of buyers seems nowhere to be found.
Samsung and SK Hynix powered Korean stocks higher in the first half. But with so much index weight concentrated in just two memory giants, that concentration became a risk.
Now, foreign investors are cutting exposure, leverage is unwinding, and some retail investors are shifting to US stocksโputting more pressure on memory stocks.
Corporate buybacks had absorbed some of the selling. But as those programs wind down, the next wave of buyers seems nowhere to be found.
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So is this true? TradeXYZ has been acquired๐ฑ๐ฑ$HYPE
So is this true? TradeXYZ has been acquired๐ฑ๐ฑ$HYPE
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#NVIDIA Jensen Huangโs daughter just got marriedโand the groom has quite a story๐ฅ๐ฅ
His name is Nico Caprez. He was once a competitive alpine skier on Switzerlandโs national team before retiring and moving into consulting at BCG.
Later, while pursuing an MBA at LBS, he met Jensen Huangโs daughter, Madison Huang.
Nico joined NVIDIA in early 2024. According to reports, Madison personally helped recruit him into the company.
His biggest contribution at NVIDIA has been helping expand GPU-backed financing structures and partnerships with AI cloud providersโturning NVIDIA GPUs into infrastructure assets that lenders and cloud operators can build massive deals around.
This January, he was promoted directly to VP of Global AI Infrastructure Growth, where he now oversees multibillion-dollar partnerships between NVIDIA and a growing network of neoclouds.
From professional ski racer, to BCG consultant, to NVIDIA executiveโand Jensen Huangโs son-in-law.
Not going to lie, thatโs an impressive career arc.
#NVIDIA Jensen Huangโs daughter just got marriedโand the groom has quite a story๐ฅ๐ฅ
His name is Nico Caprez. He was once a competitive alpine skier on Switzerlandโs national team before retiring and moving into consulting at BCG.
Later, while pursuing an MBA at LBS, he met Jensen Huangโs daughter, Madison Huang.
Nico joined NVIDIA in early 2024. According to reports, Madison personally helped recruit him into the company.
His biggest contribution at NVIDIA has been helping expand GPU-backed financing structures and partnerships with AI cloud providersโturning NVIDIA GPUs into infrastructure assets that lenders and cloud operators can build massive deals around.
This January, he was promoted directly to VP of Global AI Infrastructure Growth, where he now oversees multibillion-dollar partnerships between NVIDIA and a growing network of neoclouds.
From professional ski racer, to BCG consultant, to NVIDIA executiveโand Jensen Huangโs son-in-law.
Not going to lie, thatโs an impressive career arc.
His name is Nico Caprez. He was once a competitive alpine skier on Switzerlandโs national team before retiring and moving into consulting at BCG.
Later, while pursuing an MBA at LBS, he met Jensen Huangโs daughter, Madison Huang.
Nico joined NVIDIA in early 2024. According to reports, Madison personally helped recruit him into the company.
His biggest contribution at NVIDIA has been helping expand GPU-backed financing structures and partnerships with AI cloud providersโturning NVIDIA GPUs into infrastructure assets that lenders and cloud operators can build massive deals around.
This January, he was promoted directly to VP of Global AI Infrastructure Growth, where he now oversees multibillion-dollar partnerships between NVIDIA and a growing network of neoclouds.
From professional ski racer, to BCG consultant, to NVIDIA executiveโand Jensen Huangโs son-in-law.
Not going to lie, thatโs an impressive career arc.
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