Holy crap, this is the most bullish thing I’ve heard from $SIVE so far.
From earnings transcripts:
“We do not look at competitors when demand far outstrips supply” (literally anything they make gets bought)
Along with: “We see 60% gross margins in the future” (incredibly high)
“We have two technologies that can feed into these three supercycles that are currently going on.” (Holy revenue opportunities)
My high conviction CPO/photonics long is $SIVE for a reason.
Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."
🚨 BREAKING
🇮🇷 IRAN NOW AGREES TO INCLUDE ITS NUCLEAR PROGRAM IN TALKS AND OPEN THE STRAIT OF HORMUZ.
THIS IS THE FINAL STEPS BEFORE THE US-IRAN PEACE DEAL IS SIGNED.
GIGA BULLISH FOR MARKETS!
$TSLA CEO Elon Musk and $AAPL CEO Tim Cook were photographed together at the Chinese State Banquet.
And Elon’s facial expressions may have just created another timeless internet meme.
🚨 BREAKING
🇺🇸🇨🇳 U.S. JUST APPROVED CHINESE COMPANIES TO BUY NVIDIA CHIPS!
INSIDERS REPORT THEY WILL OFFICIALLY LIFT ALL EXPORT RESTRICTIONS, AND TRADING BANS.
CHINA ACCOUNTED FOR 25% OF NVIDIA REVENUE BEFORE THE SANCTIONS.
$NVDA STOCK JUST WENT PARABOLIC ONCE AGAIN!!
Microsoft $MSFT on track to close above its 200-week moving average for the first time in 4 weeks 📈 Historically, buying at this level has worked out pretty well 🤑
信越化學工業株式會社(4063, Shin-Etsu Chemical Co., Ltd.)於3月16日宣布,將自4月1日起交貨的產品主力——聚氯乙烯樹脂(PVC樹脂),國內銷售價格每公斤上漲30日圓以上。
這是因為霍爾木茲海峽(Strait of Hormuz)遭到封鎖,導致原料乙烯(ethylene)的採購極度困難,價格急劇飆升。公司同時說明,已被迫減產PVC樹脂,並表示「此情況遠遠超出了自救能力範圍」。
乙烯的原料萘(naphtha)來自原油。信越化學的供應商三菱化學集團(Mitsubishi Chemical Group)因萘採購困難而減產乙烯,並實施供應限制。
聚氯乙烯樹脂廣泛用於上下水道管等應用。