亚洲股市重挫：韩国首尔综指跌3% 日经225跌1.3% 科技股承压

KOSPI isn't really a country index, it's more like a concentrated chip/HBM ETF in disguise. Samsung Electronics + SK Hynix alone are roughly 30-40% of the index by market cap, and both move on the same AI-capex thesis as Nvidia/TSMC. So it seems to be the same trade pulling back expressed through a country index that's levered to it.

YTD Kospi is +173%, after the sell-off, compared to +10% for the Nasdaq. Not exactly... worrying territory there. But yeah, I'm sorry this whole circular financing bubble with AI should crash. As someone who's in community with people outside tech, things are pretty fucking dire and a correction in asset prices would probably be better long term.

There are two things here: Allowing Siri competitors. EU is 100% right to demand from Apple to give the same data that Siri has to any other app (competitor) that the user chooses to install, trusts and has granted access. The grant should be the gate keeper, not Apple. User privacy, data retention, pii, etc - I am not 100% sure here - if you send user data somewhere to a LLM, …

$AAPL $QQQ $SPY I feel bad for all that are not in our site - we nailed the play and the plan for AAPL these last two days and I posted the reason and the data behind it for all of our people. We make it free to join so those that don’t research us and take advantage must love pain…. 🤷🏼‍♂️🥂

This is my thesis and I’m happy to exchange and discuss on it and I’m even open to changing my mind. When the entire tech world was working day and night to develop the best AI in a literal arms race that we hadn’t witnessed since the space race between the US and the USSR, Apple has not secured a piece of the pie. Not in hardware, not in software. First, OpenAI rolled out in

Of course not! just find viable alternatives to Microsoft, Apple, Mozilla, YCombinator, Google, Intel, AMD, ... In all seriousness, as an American I'd love to see a healthier, more well-distributed tech industry, but I don't see many companies stepping up to provide competing services. It's my understanding that china has alternatives to many of these products/services, but I r…

@hpsilab $QQQ $AMD $MU $SNDK $MRVL well, have to follow their earnings to see what management at each says during cc

[WTF](https://preview.redd.it/5mdvn9uw896h1.png?width=1561&format=png&auto=webp&s=7612f4d16edad8c8e4ed5e5f18ae89c8e8aad39a) What the hell did you guys do??? I go to Italy for a nice long weekend and JESUS CHRIST you broke the stock market on Friday?!?!?!?! I swear to GOD I am NEVER going away again because clearly I can't trust you guys to handle things while I'm

Just like how Elon forced FSD in Tesla to be subscription-only (he was incentivized to do so).

GM Follows Tesla’s Playbook — Expands Into Energy Storage With Peak Partnership $GM $TSLA $F https://stocktwits.com/news/equity/markets/gm-follows-tesla-playbook-expands-into-energy-storage/cZ06GenR7RM

Fun chat. No comments constitute financial or investment advice. 🌮

Currently some act like it is fine to translate a project and change the license. Recently Casey Muratori said in a adjacent context that the microsoft AI push may be related to the fact that they have a long standing and elaborate codebase. A large historic software company could have advantages to train models. They could provide extra value with their IP. Now their IP is pot…