Say congratulations to SK Hynix, which now boasts the largest-ever American debut for a foreign
Category: Markets
The Real Crisis Is In Japan, Albert Edwards Warns
Albert Edwards thinks investors are too focused on the AI bubble (or “bubble,” in scare
Did The Bubble Just Burst In South Korea?
Did the bubble just burst? Just two weeks after clearing 9,000 in a move that
Semis At Cliff’s Edge
In the wake of Samsung’s earnings report and, cutting to the chase, a selloff in
The Silver Lining
I’m beating the “latent semi selloff” drum pretty hard. I promise I’m not short. Seriously.
When An 1,800% Profit Increase Isn’t Enough
I’m not sure what would’ve counted as “good enough” from Samsung’s closely-watched quarterly report on
Sell The Semis, Buy The Hyper-Scalers?
“Wiiiilsooon!” That’s the only part of Cast Away I know. I’m not a Tom Hanks
Mr. Market’s A Boring Guy
On summer days, the inherently repetitive nature of my hobby-job feels more oppressive than it
The Cost Of Leverage
I like to kick off articles with a question, and there’s no question I enjoy
Booms, Bonanzas And The iShock
Early last month, I spent a few minutes editorializing around the historical relationship between capex
Metareflexive
I guess I’m a little confused. I hear every day that demand for compute’s insatiable
Push It To The Limit
Vibe check: 80s coke parties in Miami. Or tech stocks 1999. Those are basically the
How Important Is Micron?
How important is Micron? That depends on the context for the question, but currently, the
Honor’s In The Dollar, Kid
27% if you can believe it. I guess whether you believe it depends on what
Who’ll Buy All The Stock?
“Who’ll buy all the debt?!” So goes the overwrought interrogative whenever the discussion turns to
Weekly: Hyper-Drag
Why are stocks struggling, where that just means struggling to make new(er) highs? Don’t answer
The Most-Asked Question, The Most Important Charts
The most-asked question in my inbox over the past two weeks is… well, to be
‘Daddy Needs A New Pair Of Shoes!’
Another day at the casino. Another circuit breaker in the wild, wild east. On Friday,
‘Obvious’ Things
The moment is upon us. The moment when tech capex overtakes buybacks and dividends. The
How Leveraged ETFs Turn Markets Into Casinos
If you’d suggested to me a few years ago that a meaningful share of the
The Apple Shock Arrives
“I was told there would be disinflation.” The AI jokes just write themselves on some
Micron Delivers. And Then Some
The sputtering US equity rally cleared a major hurdle on Wednesday afternoon, when Micron came
Coming To America
More bells at the top? Chip mania mascot SK Hynix — talk of the town
Investors Line Up To Loan Musk More Moon Money
“I’d expect all SpaceX offerings to be heavily oversubscribed,” I wrote earlier this week, editorializing
Avalanche Anatomy
I won’t harp on this too awful much unless things take a turn for the…
The Wild, Wild East
Can geography make an otherwise apt metaphor a misnomer? Maybe. If so, “Wild, Wild West”
News From The Final Frontier
I don’t especially enjoy writing about SpaceX. I went through the motions on IPO day
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