These numbers are staggering:
Samsung and SK Hynix are projected to become the most profitable companies in the world by 2027.
Their projections exceed $APPL and $GOOGL, both ~$4T companies in operating profit.
For reference, Samsung is valued at ~$820B and SK Hynix is valued at ~$410B.
That would make a ~$410B company in SK Hynix more profitable than $GOOGL ($3.7T) in 2027.
By Morgan Stanley estimates earlier, SK Hynix and Samsung are est. to bring in:
~$387.7 Billion USD combined operating income.
America’s two most profitable companies $APPL and $GOOGL combined brought in $263 Billion USD for 2025. (Google $129-132B, Apple $133.1B)
2027 est.
Samsung Electronics: ~$226.7 Billion
Sk Hynix: ~$161.0 Billion
2027 est:
Apple: ~$156B-$165B
Google: ~$168B-178B
The statistics of smaller Korean equities exceeding multi trillion dollar US hyperscalers in profitability is staggering.
It’s a genuinely interesting point, that a $410B company exceeds $4T+ hyperscalers in profitability.
But the bigger question markets are pricing in is if the memory shortage is ephemeral, or if they become a necessary “Oil” like GPUs for the AI buildout.
If your answer to that is “likely, might be good to get exposure to Korean, Japanese, or Taiwanese equities.
@SithMasterDad@Teslalightshows@tesla_semi@Tesla@tesla_na 2-5 year goal is to make them autonomous self-driving vehicles with no humans riding on them. After 7 months 6, 000miles and 99% FSD driving on my new model Y I see where all this is heading
Despite what Trump and Putin would have you believe, Russia is NOT winning the war in Ukraine.
Its economy is on the edge, its shadow fleet is now under daily attack, its refineries are being destroyed daily by Ukraine and it is making little progress on the front line 4 years in.
Finnish President Alexander Stubb explains.
🎥 TikTok - https://t.co/IeuKz6G0kJ
@kevinxu he should stay with writing books and not predicting the future. Even though that was the first book that got me thinking but the author is making absurd statements for the last 10 years
A trillion to one chance. As it turns out, if there's a car you'd want to be in if a meteorite were coming, it would be a Tesla, and it would need to be on FSD.
@Tesla@TeslaAI@elonmusk
Hi, will user be able to choose less than 100% NICA stop anytime soon and take ticket liability? I love 14.1.4 but can we get -0.5% or -1% off the FULL STOP 🛑 especially when there are no other vehicles around.
@HolySmokas You don't have a loss control when stock starts going down. I can only imagine how many millions your followers lost because of your bad advice about TTC. Yeah you bought a dip on amd. Yeah you bought a dip on meta. PYPL did not work out very well. But you created 0 comped to Eln
@HolySmokas Jeremy seriously?
Elon created trillions worth of businesses. What have you done? Guessed the direction of the stock movement? 10x on tsla and now 💩on Elon. You are out of that stock and stay out of it
You also lost -$1m on TTC and how much money all the followers lost? 1,2,3m?
🗳️
Updated the table of my votes to eliminate proposals #15 (political neutrality policy) and #16 (Computershare), as the SEC accepted these to be excluded, they don't show up in the definitive proxy filing.
Also added required votes, and if Elon and Kimbal can participate.
Trying @Tesla's new "Light Sync" mode, which syncs the RGB ambient lights to your music. I used the "Rave Cave" setting, which boosts the light brightness.
@elonmusk Don't talk nonsense
There cannot be election during war time as per constitution
Rada just approved Zelensky
He has 65% approval rating
Zaluzhiny would be the other option and won't change the course
Stop spreading your KGB fsb propaganda
Will not buy Tesla
It's in Ukraine's Constitution that election cannot be held during the wartime. Their parliament just voted that there will be no election during the wartime