Alex

[Alex @AleksejG1]

@jukan05 sk hynix is up 3% on the news on hyperliquid

[Alex @AleksejG1]

@beefcubee @jukan05 2% for the buyback only....which is actually closer to 4% now ...but 10% return is ok i guess...depending on frequency of such moves

[Alex @AleksejG1]

@jukan05 thats close to 4% now given the price is down

[Alex @AleksejG1]

@SavianoAlan @gregory_FTA Bloomberg estimates at $173bn next year and $132bn in fcf followed by $188bn net income and $$155fcf

[Alex @AleksejG1]

@jaysyoon SK Hynix free cash flow projections to 2030 cover the EV vlaue 1.4 times at the moment....discount those by 10% to present and its basically EV covered...and you also "get" all the assets at the end of it and thats not counting anything beyond 2030 in terms of FCF...

[Alex @AleksejG1]

@MarkosAAIG @AtlasShrug1 @anandragn llove you work Markos...keep it up!

[Alex @AleksejG1]

@bubbleboi @Me5treX well, they have turned into a hedgefund :))) investing into local paper

[Alex @AleksejG1]

@KislayParashar1 @jukan05 it was down 5% before the anouncement... rallied 4% after

[Alex @AleksejG1]

@sofiatieger Why use bricks when you can pollute everything with the forever chemicals

[Alex @AleksejG1]

@waitmaya 31?

[Alex @AleksejG1]

@amitisinvesting Shorting a week before earnings…. Brave

[Alex @AleksejG1]

@norveclifinance deepseek is already increasing prices

[Alex @AleksejG1]

@AtlasShrug1 Looks like they offloaded ro Jane Steet

[Alex @AleksejG1]

@hetero_ally @unusual_whales Shortage going to 2030 then may ease

[Alex @AleksejG1]

@MaxiRude3 @TradexWhisperer it was priced in at $2400 for sure....but at $1300?

[Alex @AleksejG1]

@pequityresearch

[Alex @AleksejG1]

@pequityresearch

[Alex @AleksejG1]

@pequityresearch they gotta be able to beat something :)) good backlog though 90bn+ at floor price

[Alex @AleksejG1]

@bubbleboi i like bullish you

[Alex @AleksejG1]

@parashah91 Almost 10 years for samsung… still going strong