Forerunner

Part time quant, full time investor. Aim to become SK Hynix majority shareholder

[Forerunner @ForerunnerTechx]

I got your point about NAND’s possibility of improvement.

When it comes to DRAM :
HBM consumes way more wafers than standard DRAM, so HBM is already pricey
And as you’ve got less wafers available, standard DRAM gets pricier

It’s true that new comers can enter the DRAM market, but we’re talking about chinese companies, that are gonna supply china’s demand
I mean, there is almost 0 probability that Apple buys CXMT’s DRAM

The cartel’s investments are made at slow pace, the ramp up will take multiple years, while the demand will continue to explode …

I agree it’s not necessary a 10-year long thesis, but until 2030, I can’t see how the business could be bad - except an exceptional technological breakthrough occurs

[Forerunner @ForerunnerTechx]

@mzuhair123 @Agi_Engineering @zephyr_z9 ALAB

[Forerunner @ForerunnerTechx]

@RobinhoodSimp @zephyr_z9 You’ve got Astera Labs, Marvell, Broadcom …

[Forerunner @ForerunnerTechx]

@samoculus @zephyr_z9 There exposure is not significative, or am I missing something ?

[Forerunner @ForerunnerTechx]

@zephyr_z9 Those companies already had an insane rally
Do you expect any notable upside from here ?

[Forerunner @ForerunnerTechx]

@JulienTechInvst Là-dessus, pas de sujet
En revanche, ça a l’avantage de la souveraineté

[Forerunner @ForerunnerTechx]

@jukan05 If it wasn’t for Musk … it’d be valued 10 or 20 times less

[Forerunner @ForerunnerTechx]

@damnang2 Thanks ! Appreciate that

[Forerunner @ForerunnerTechx]

Au final, CPO, NPO … peu importe
À la fin c’est l’optic qui gagne 🤷🏽‍♂️

[Forerunner @ForerunnerTechx]

@drayinvests $NVDA if we can call that a dip

[Forerunner @ForerunnerTechx]

Vendre du $NVDA pour acheter du $SPCX … tout un concept

[Forerunner @ForerunnerTechx]

@QC_Capitals Just before earnings release ?
Nah bro, enjoy the ride

[Forerunner @ForerunnerTechx]

@TradexWhisperer AEHR back in January …
Thought it was not that cheap, seems pretty pricey right now
Your thoughts ?

[Forerunner @ForerunnerTechx]

@profpicsou S’il y avait un moyen de valoriser les boites de Musk …

[Forerunner @ForerunnerTechx]

@JulienTechInvst @Midnight_Captl Excluding tech, the markets looks quite high
On the other side, hyperscalers look cheap, but the market might not accept negative FCF … even if it’s a short term necessity to generate long term growth
For the rest, it’s really mixed

[Forerunner @ForerunnerTechx]

@RJCcapital SK Hynix for sure

[Nutty @NuttyCLD]

https://t.co/uNj62EuGJ8

[Damnang2 @damnang2]

https://t.co/s8os3t7mNX

[Forerunner @ForerunnerTechx]

Finalement, qu’est-ce qui m’empêche de faire un crédit conso pour acheter du Nvidia @ 200USD ??