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Jukan
What’s noteworthy about the ByteDance–Samsung Foundry rumor is that ByteDance is reportedly looking to use Samsung’s foundry services as a way to secure memory supply from Samsung.
Yes, Samsung is leveraging the current severe memory supply shortage to win more foundry orders.
If I may toot my own horn, I covered this before anyone else, back on January 1st.
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What’s noteworthy about the ByteDance–Samsung Foundry rumor is that ByteDance is reportedly looking to use Samsung’s foundry services as a way to secure memory supply from Samsung.
Yes, Samsung is leveraging the current severe memory supply shortage to win more foundry orders.
If I may toot my own horn, I covered this before anyone else, back on January 1st.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @BillAckman @naval said it best:
“A healthy man wants a thousand things, a sick man only wants one.”
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RT @DimitryNakhla: @BillAckman @naval said it best:
“A healthy man wants a thousand things, a sick man only wants one.”
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @Ross__Hendricks: The bull thesis for SAAS in a nutshell
A probabilistic tool, where hallucinations are an unavoidable feature, will never replace deterministic software en masse
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RT @Ross__Hendricks: The bull thesis for SAAS in a nutshell
A probabilistic tool, where hallucinations are an unavoidable feature, will never replace deterministic software en masse
“AI wiLL RePlAcE eVeRy WhItE cOllAr JoB” https://t.co/rZEZKJKJUX tweet
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anon
Elecom took Nippon Antenna, a net-net, private effectively ripping off shareholders and then booked a 7.6 billion yen negative goodwill and announced a 73% EPS guidance upgrade. Fucked up world this is in Japan. https://t.co/pdMZIjXmP5
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Elecom took Nippon Antenna, a net-net, private effectively ripping off shareholders and then booked a 7.6 billion yen negative goodwill and announced a 73% EPS guidance upgrade. Fucked up world this is in Japan. https://t.co/pdMZIjXmP5
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Clark Square Capital
Would love a RT if you found this useful! Thank you!
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Would love a RT if you found this useful! Thank you!
Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P tweet
Jukan
JP Morgan comment on Kioxia:
‘A significant portion of Kioxia’s contracts are structured with annual volume agreements and quarterly price negotiations. Long-term volume agreements for 2026 appear to be largely finalized. Some data center and enterprise customers have proposed long-term contracts extending through 2027–28, along with advance payments, and the company is actively reviewing these proposals.’
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JP Morgan comment on Kioxia:
‘A significant portion of Kioxia’s contracts are structured with annual volume agreements and quarterly price negotiations. Long-term volume agreements for 2026 appear to be largely finalized. Some data center and enterprise customers have proposed long-term contracts extending through 2027–28, along with advance payments, and the company is actively reviewing these proposals.’
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Michael Fritzell (Asian Century Stocks)
RT @paulcerro: Just do yourself a favor and block the accounts that rage bait, push out conspiracy theories, or just don't know what they're talking about.
Your feed will thank you. No need to reward people like that with views and/or waste your time you can't get back.
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RT @paulcerro: Just do yourself a favor and block the accounts that rage bait, push out conspiracy theories, or just don't know what they're talking about.
Your feed will thank you. No need to reward people like that with views and/or waste your time you can't get back.
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Michael Fritzell (Asian Century Stocks)
RT @MichaelR_Quant: How the three financial statements are interconnected... https://t.co/IzYLrf3avR
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RT @MichaelR_Quant: How the three financial statements are interconnected... https://t.co/IzYLrf3avR
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Offshore
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Lumida Wealth Management
Elon Musk just abandoned Mars.
After 20 years of "Mars or bust," SpaceX announced this week they're building a city on the Moon instead.
Jeff Bezos has been betting on the Moon since 2000.
The tortoise just won. https://t.co/07G0hYeAAm
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Elon Musk just abandoned Mars.
After 20 years of "Mars or bust," SpaceX announced this week they're building a city on the Moon instead.
Jeff Bezos has been betting on the Moon since 2000.
The tortoise just won. https://t.co/07G0hYeAAm
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