Lo Nichkhun

Beginner

[Jukan @jukan05]

I think the market ultimately has no choice but to go sell memory, long optical in the "short term." Actually, some hedge funds already seem to have this position on.

There are three main reasons.

1. With Korean leveraged ETFs effectively dead, LPs are in a redemption rush, which could bring out additional sell on flow.

2. Nvidia is nerfing Rubin Ultra's HBM and responding with optics, tying multiple racks together, so that even if Rubin Ultra's per rack performance is not superior to Rubin, at the cluster level optics let the Rubin Ultra cluster hold an edge over the Rubin cluster. This holds even if Rubin Ultra's HBM nerf is a supply problem rather than a demand problem.

3. Consensus is forming that memory prices will peak within the next two quarters.

Medium to long term I am still a memory bull, but short term I am somewhat bearish on memory. I currently have no memory position.

[SiteSupply @TheSiteSupply]

CLOSE LOOK: Air Jordan 4 "Florida Gators" PE 🐊

[Bill Ackman @BillAckman]

From a source I trust: @SVB_Financial depositors will get ~50% on Mon/Tues and the balance based on realized value over the next 3-6 months. If this proves true, I expect there will be bank runs beginning Monday am at a large number of non-SIB banks. No company will take even a tiny chance of losing a dollar of deposits as there is no reward for this risk. Absent a systemwide @FDICgov deposit guarantee, more bank runs begin Monday am.

[zerohedge @zerohedge]

"Great Deal Of Uncertainty": Walmart Slides On Disappointing Guidance, Forecasts 2nd Straight Annual Profit Decline https://t.co/LpW3MNOjDx

[郭明錤｜Ming-Chi Kuo @mingchikuo]

iPhone 14 Pro與14 Pro Max在4Q22的總出貨量較預期少1,500–2,000萬部，Apple與iPhone供應鏈因鄭州iPhone工廠工人抗爭而面臨顯著下行風險

https://t.co/J6vnDNgKfb

[DegenBing.eth 🍄 @DegenBing]

ftx的錢 虧到哪去了?

ftx公布負債之後我一直在思考這問題
剛好看到兩篇我認為最可能貼近現實的推文
稍微翻譯一下供大家參考

大部分是主觀猜測/陰謀論
也許和事實相差甚遠 可以當故事看看就好

(0/n)

[Cobie @cobie]

Apparently this is a Bahamas account withdrawing other people's funds for them.

They are likely bypassing the internal balance transfers block by selling NFTs on FTX's NFT marketplace -- eg. Bahamas account creates an NFT, the stuck user buys the NFT with their full balance.

[Ricardo Reis @R2Rsquared]

*** The original sin of QE (and QT)

QE policies, adopted by the most central banks in the last 15 years, suffered from a sin at birth. This came back to bite this Thursday in the UK.

Confusingly, there are three distinct policies that go under the name of QE.
🧵 [1/15]

[Cycling on TNT Sports @cyclingontnt]

Coach Novak chips in with some important insight 🗣️

#LaverCup | @DjokerNole

[Dave Collum @DavidBCollum]

This is a complete crock of shit...

[TaiwanCDC @Taiwan_CDC]

2022/04/03
#嚴重特殊傳染性肺炎 #COVID19 #TaiwanCDC
新增280例COVID-19確定病例，分別為183例本土及97例境外移入

[MFA of Ukraine 🇺🇦 @MFA_Ukraine]

Russia is waging war in violation of international humanitarian law. Kills civilians, destroys civilian infrastructure. Russiaʼs main target is large cities that now fired at by its missiles.

📍Kharkiv, Administration building

[Mykhailo Fedorov @FedorovMykhailo]

Starlink — here. Thanks, @elonmusk

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Не вірте фейкам.

[Lo Nichkhun @LoNichkhun]

@SOLELINKS 41434

[Frederik Gieschen @FrederikNeckar]

Book on Carl's desk🤔

[Mark Minervini @markminervini]

My 6 key trading rules
1. Wait in cash for proper setups. How long? As long as it takes!
2. Always trade with a stop loss; keep all losses small
3. Never get bold when running cold
4. Nail down decent profits
5. Never let a good size gain turn into a loss
6. Never add to losers

[*Walter Bloomberg @DeItaone]

PELOTON HIRES MCKINSEY TO REVIEW COST STRUCTURE; CYCLE MAKER MAY CUT JOBS, CLOSE STORES - CNBC
$PTON

[tobi lutke @tobi]

OSX is really fun since M1 with @logseq, https://t.co/u4OhVD0K5m, and @raycastapp. Best productivity setup I’ve had in a decade. Bound common apps to the f1 keys like I had ages ago and wonder why I ever stopped.