Réaliste

[Réaliste @EconomieReel]

@insane_analyst I mean just look at the replies to Jukan, people are so mad LOL

[Réaliste @EconomieReel]

@WaterworldCapi1 Give 50$

[Réaliste @EconomieReel]

$CRWD $RBRK $ZS $NET $PANW - POIS E

[Réaliste @EconomieReel]

Ate entendo o bearish case de software mas vender empresas de cibersegurança me parece bem estranho.
$CRWD, $RBRK, $ZS ou $NET sao boas empresas que vao aproveitar muito.

[Réaliste @EconomieReel]

@citrini Weird flex as you didn't buy a single share.......

[Réaliste @EconomieReel]

@WaterworldCapi1 HPE, BDC, FRO

[Crésus finance 👮🏻‍♂️ @CRESUSINVESTIS]

Bonne journée pour le Portefeuille !
On fera probablement un live cette semaine pour renforcer Oracle encore un peu, et supprimer Meta, ensuite il sera PARFAIT !

[jbulltard @jbulltard1]

Leopold you dirty dog

[Réaliste @EconomieReel]

@JulienTechInvst @NCheron_bourse C'est probablement plus que Cheron sur les 20 dernières années

[chatSBC @chat_SBC]

leopold has fked up more koreans than kim jong un

[Réaliste @EconomieReel]

+20% since .... $SKHY how obvious y'all are

[Réaliste @EconomieReel]

Oh no they grew 257% instead of 270%, deserves to get cut 50% noooooooooooooooo

[Réaliste @EconomieReel]

@lBattleRhino Got ya king

[Réaliste @EconomieReel]

@lBattleRhino R2G soon, you can tweet you are the greatest ever by tomorrow morning

[Réaliste @EconomieReel]

Oh no they grew 257% instead of 270%, deserves to get cut 50% noooooooooooooooo

[Wall St Engine @wallstengine]

SK HYNIX $SKHY Q2’26 DETAILED EARNINGS HIGHLIGHTS

🔹 Revenue: $54.6B (Est. $57.7B) 🔴; +257% YoY, +51% QoQ
🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; +557% YoY
🔹 Operating Margin: 76%; +3,500 bps YoY — record high quarterly OPM

Q3 Guide:
🔹 DRAM Bit Growth: ~+10% QoQ
🔹 NAND Bit Growth: Low-single% QoQ, including Solidigm

Q2 Pricing & Volume:
🔹 DRAM ASP: ~+30% QoQ; bit growth high-single% QoQ
🔹 NAND ASP: +mid-50% QoQ; bit growth mid-teen% QoQ

Profitability:
🔹 Gross Margin: 83%; +2,900 bps YoY
🔹 EBITDA: $44.4B; 81% margin; +411% YoY
🔹 Basic EPS: $90.89; vs $8.09 LY

Financials:
🔹 Cash: $60.5B; up from $11.7B LY
🔹 Interest-Bearing Debt: $12.8B; down from $15.0B LY
🔹 Net Debt-to-Equity: -26%; from +6% LY
🔹 Operating Cash Flow: $45.2B
🔹 Total Assets: $240.0B

2026 Market Outlook:
🔹 DRAM Demand Bit Growth: +mid-20% YoY
🔹 NAND Demand Bit Growth: +high-teens% YoY
🔹 2026 CapEx: High $40T KRW range (~$31-34B)

Product & Technology:
🔹 HBM4: Shipments began in Q2, full ramp planned 2H
🔹 HBM4E: 1cnm-based samples supplied to a major customer in 1H
🔹 SOCAMM2: Full supply commenced on 1cnm
🔹 321L NAND: Largest share of NAND production; targeting 50% of domestic capacity by year-end 2026

Business Highlights:
🔹 Long-Term Agreements: ~10 concluded including key customers, with deposit mechanisms and volatility-aware pricing
🔸 Listed ADRs on Nasdaq July 10, 2026 — the largest-ever U.S. IPO by a foreign company
🔸 Reviewing additional shareholder return measures to enhance scale and continuity
🔸 Temporary adjustment in smartphone and PC sales due to challenges securing memory volumes; recovery expected as supply tightness eases

Note:
🔹 Net Profit: $64.6B; +1,243% YoY; includes $43.5B of investment-asset gains
🔸 Net profit exceeds revenue on $42.8B of non-operating profit

[Réaliste @EconomieReel]

@Midnight_Captl Getting ridiculous

[Réaliste @EconomieReel]

Sorry to all the $peng holders but FY 2027 at 22% growth isn't going to fly

[Réaliste @EconomieReel]

So $HPE had insane earnings, pulled back 10% lower than before said earnings, down 31% from ATH. Their competitor $smci is getting raided. LONG

[Réaliste @EconomieReel]

@citrini I mean it's only up 2% YTD, still down >70% since 2023 so one would need absurd next level (insider) timing

[Réaliste @EconomieReel]

Up 134% $ALAB

175ish to 410$

[Réaliste @EconomieReel]

Long $ALAB

Un pari sur les CPUs (PCIe 6.0), la Mémoire (CXL) et le Réseau (Ethernet/UALink).

[Réaliste @EconomieReel]

@zephyr_z9 I don't like Apple but unless it's 30% increase it won't destroy demand

[Réaliste @EconomieReel]

Beezie and Phygitals need to TGE right now to be honest or they will miss the boat, HYPE and CARDS proving that market can support a profitable altcoin. TCG pokemon & one piece full sending like never before. It's time !