Offshore
Video
memenodes
Her : He always comes back and obviously this time also he will come back
Me this time : https://t.co/glJCjDEsak
tweet
Her : He always comes back and obviously this time also he will come back
Me this time : https://t.co/glJCjDEsak
tweet
Offshore
Video
memenodes
RT @ExtremeBlitz__: LIFE ADVICE:
Before sending that DM, Always think about how it would look like in a screenshot https://t.co/vy4feStUaq
tweet
RT @ExtremeBlitz__: LIFE ADVICE:
Before sending that DM, Always think about how it would look like in a screenshot https://t.co/vy4feStUaq
tweet
The Transcript
$NET: +16% AH
tweet
$NET: +16% AH
Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics we’re doing our report next Tuesday. So I’m sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will. tweet
X (formerly Twitter)
Matthew Prince 🌥 (@eastdakota) on X
Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics we’re doing our report next Tuesday. So I’m sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that…
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
FnGuide up another +11% today. Feel’s like there’s almost no end to the demand for the stock. https://t.co/mqJYQH1Dd1
tweet
FnGuide up another +11% today. Feel’s like there’s almost no end to the demand for the stock. https://t.co/mqJYQH1Dd1
tweet
Michael Fritzell (Asian Century Stocks)
RT @finphysnerd: Turns out the insider buying was a good sign. A decent $40m half yearly profit for a $1.3b market cap. More important though is a $141m decrease in development properties as they realise them for cash.
tweet
RT @finphysnerd: Turns out the insider buying was a good sign. A decent $40m half yearly profit for a $1.3b market cap. More important though is a $141m decrease in development properties as they realise them for cash.
Wing Tai Holdings $W05.si is a Singaporean stock to keep an eye on. It's a property developer at a $1b market cap with $1.8b of cash and liquid securities, $1.3b of total liabilities, $830m of investment properties and finally $1.b of development properties, most of which are tweet
X (formerly Twitter)
Myles (@finphysnerd) on X
Wing Tai Holdings $W05.si is a Singaporean stock to keep an eye on. It's a property developer at a $1b market cap with $1.8b of cash and liquid securities, $1.3b of total liabilities, $830m of investment properties and finally $1.b of development properties…
Jukan
Interesting parts from Morgan Stanley's Micron commentary:
"Memory producers currently have virtually no inventory. Customers lower on the supply priority list—such as Chinese Android OEMs and consumer PC makers—are struggling to secure any inventory at all, and even the highest-priority customers face a similar situation. These top-tier customers are absorbing every incremental unit of supply and paying premiums over contracted prices just to receive shipments even 30 days sooner.
This tight supply-demand environment is reflected in Samsung and SK Hynix posting only low-single-digit (LSD) quarter-over-quarter bit growth heading into Q1—a clear sign that near-term fab output growth alone cannot keep pace with demand.
Even over the medium to long term, the pace of supply expansion remains constrained. Factoring in new fabs such as CXMT Shanghai, Hynix M15, and Samsung P4L, wafer starts are expected to grow only about 7% year-over-year by the end of CY26. Micron's Boise project and its partnership with PSMC are also unlikely to contribute meaningful capacity before 2027.
Demand, on the other hand, is overwhelming. Summing up the expected quarterly revenue increases from key players through the end of 2026:
- NVIDIA: +$30 billion in quarterly revenue
- AMD Data Center: doubling to ~$10 billion per quarter
- Broadcom Semiconductors: doubling to ~$25 billion per quarter
- Marvell + Intel: ~$1 billion in incremental revenue
Annualized, the memory industry faces roughly $200 billion in incremental revenue it must support over the next 12 months—a figure that exceeds the entire logic semiconductor market in 2020. The surge in HBM demand, in particular, means DRAM suppliers will need to operate at significantly higher capital intensity.
In short, as long as AI growth maintains its current CAGR, closing the supply-demand gap will be no easy task. In this structurally robust growth environment, selling stocks solely on concerns about supply increases in the second half of 2027 appears premature."
tweet
Interesting parts from Morgan Stanley's Micron commentary:
"Memory producers currently have virtually no inventory. Customers lower on the supply priority list—such as Chinese Android OEMs and consumer PC makers—are struggling to secure any inventory at all, and even the highest-priority customers face a similar situation. These top-tier customers are absorbing every incremental unit of supply and paying premiums over contracted prices just to receive shipments even 30 days sooner.
This tight supply-demand environment is reflected in Samsung and SK Hynix posting only low-single-digit (LSD) quarter-over-quarter bit growth heading into Q1—a clear sign that near-term fab output growth alone cannot keep pace with demand.
Even over the medium to long term, the pace of supply expansion remains constrained. Factoring in new fabs such as CXMT Shanghai, Hynix M15, and Samsung P4L, wafer starts are expected to grow only about 7% year-over-year by the end of CY26. Micron's Boise project and its partnership with PSMC are also unlikely to contribute meaningful capacity before 2027.
Demand, on the other hand, is overwhelming. Summing up the expected quarterly revenue increases from key players through the end of 2026:
- NVIDIA: +$30 billion in quarterly revenue
- AMD Data Center: doubling to ~$10 billion per quarter
- Broadcom Semiconductors: doubling to ~$25 billion per quarter
- Marvell + Intel: ~$1 billion in incremental revenue
Annualized, the memory industry faces roughly $200 billion in incremental revenue it must support over the next 12 months—a figure that exceeds the entire logic semiconductor market in 2020. The surge in HBM demand, in particular, means DRAM suppliers will need to operate at significantly higher capital intensity.
In short, as long as AI growth maintains its current CAGR, closing the supply-demand gap will be no easy task. In this structurally robust growth environment, selling stocks solely on concerns about supply increases in the second half of 2027 appears premature."
tweet