BREAKING: 🇰🇷 Korea Exchange halted program buying for 5 minutes as the KOSPI surged +5%.
South Korean stocks added ₩261 TRILLION ($185B).
SK Hynix and Samsung surged +10% and +6%.
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.
This Claude 3.7 UI workflow is awesome
And many vibe coders not aware of it:
1. Have Claude 3.7 to design whole UI screen by screen
2. Ask it to make a plan, break down into components
3. Turn into actual project
By having Claude focus on just UI generation, it does a great job
You can build beautiful UI without shadcn
If you want to learn more about vibe coding beyond basics, join my community here: https://t.co/4vjCUbmMAR (also get free access to @10xCoderDev)
I have been working on my illustration skill recently 🤭✨ and really I'm in love with illustration and not just illustration but storytelling illustration designs.
@obasolaaa@UfotUbon and @leyeConnect@Daviowhite have in one way or the other influenced this path indirectly