尼可拉斯楊Live精
voted
Samsung's Q2 was huge, but the bar was higher
$Samsung Electronics (005930.KR)$ 's preliminary Q2 numbers were extraordinary. Revenue is expected to rise 129% year over year to about KRW 171 trillion. Operating profit is expected to rise about 19 times year over year to about KRW 89.4 trillion. That implies an operating margin of roughly 52%, far above the 6% margin Samsung reported in Q2 2025.
The message is clear: the memory cyc...
$Samsung Electronics (005930.KR)$ 's preliminary Q2 numbers were extraordinary. Revenue is expected to rise 129% year over year to about KRW 171 trillion. Operating profit is expected to rise about 19 times year over year to about KRW 89.4 trillion. That implies an operating margin of roughly 52%, far above the 6% margin Samsung reported in Q2 2025.
The message is clear: the memory cyc...
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Meta is undergoing a major strategic shift and will start selling computing power, competing with SpaceX, Microsoft, Google, and Amazon. Its stock price surged, while Nubis and CRWV plummeted. Software stocks are starting to rebound. Memory stocks like Micron (MU) and SanDisk (SNDK), as well as semiconductor equipment makers, saw significant declines. Perhaps the market believes Meta is selling computing power due to data center oversupply? That logic doesn't hold. If Meta were truly forced to sell because of excess capacity, it would likely cut Capex—but there's no sign of that yet. Sector rotation is more likely; don't be afraid.
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The U.S. Department of Commerce has lifted export controls on Anthropic's Claude Fable 5 and Mythos 5. Resumption is expected to begin tomorrow. Good news—chip stocks surged!
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New hope for July! The 250th anniversary of U.S. Independence Day, Trump's new speech, and fresh outlook—there might be even more good news ahead. Bullish on July!
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Corning (GLW) is undergoing a transformation, evolving from a glass manufacturer into a next-generation optical connectivity technology company.
It has recently developed GlassBridge™, paired with the GlassWorks AI™ integrated solution, creating a new growth driver. Traditional valuation methods can no longer accurately assess its stock price, which continues to deliver upside surprises.
It has recently developed GlassBridge™, paired with the GlassWorks AI™ integrated solution, creating a new growth driver. Traditional valuation methods can no longer accurately assess its stock price, which continues to deliver upside surprises.
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尼可拉斯楊Live精
commented on
Today's Korean market circuit breaker, combined with a sharp drop in US stocks tonight, hasn't changed fundamentals—nothing earth-shattering has occurred. Don't panic:
1. Bank of America released a report stating it 'expects three rate hikes this year'—this is its own forecast, not a fact.
2. Korean regulators issued a warning about leverage risks.
3. Impact from Micron's earnings report.
4. Last night, SpaceX dropped 16% and Google fell 5%, dragging down the Magnificent 7.
Holding your positions steady and quietly observing is also a strategy.
A market dip is also an opportunity.
Don't panic-sell.
1. Bank of America released a report stating it 'expects three rate hikes this year'—this is its own forecast, not a fact.
2. Korean regulators issued a warning about leverage risks.
3. Impact from Micron's earnings report.
4. Last night, SpaceX dropped 16% and Google fell 5%, dragging down the Magnificent 7.
Holding your positions steady and quietly observing is also a strategy.
A market dip is also an opportunity.
Don't panic-sell.
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尼可拉斯楊Live精 OP 104854973 : Up another 10 points tomorrow