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...

$Applied Optoelectronics (AAOI.US)$
A gradual decline is the most frightening

$Lumentum (LITE.US)$
How many steamed buns can one share of Lumentum buy today?

$Micron Technology (MU.US)$ shares surged in after-hours trading following its earnings release on Wednesday. The company reported revenue of $41.46 billion, up from $23.86 billion in the prior quarter and $9.30 billion in the same period last year. GAAP net income reached $28.24 billion, representing a staggering year-over-year increase of 1,398%.
This explosive growth in both revenue and profit was primarily driven by risin...

$Micron Technology (MU.US)$’s put options outpaced call options Wednesday before the memory chipmaker painted a rosier outlook that analysts were expecting and reported revenue and earnings that blew past analysts' estimates. Shares jumped 13% in after-hours trading.
More than 408,000 put options changed hands, exceeding the 392,970 call options that were traded, according to exchange data tracked by moomoo. Th...

At the index level, this was one of the quietest weeks in a month. $SPDR S&P 500 ETF (SPY.US)$ barely moved, the $State Street® SPDR® Dow Jones Industrial Average® ETF Trust (DIA.US)$ drifted lower, and $Invesco QQQ Trust (QQQ.US)$ finished with only a modest gain.
Beneath the surface, however, the tape was anything but quiet.
Small-cap $iShares Russell 2000 ETF (IWM.US)$ and $iShares Core S&P Small-Cap ETF (IJR.US)$ ...

$AST SpaceMobile (ASTS.US)$ Buy at the right time, sell at the right time.

$Korea Composite Index (.KOSPI.KR)$ Drop quickly—the bears feast comfortably, the bulls replenish positions happily, pure mutual benefit