NY Investor

30yo Korean Investor | US & JP Equities
韓国人投資家｜米国株・日本株運用中

[NY Investor @a__stockholder]

@GsGswoo115233 부럽습니다ㅠㅠ 주급에 가장 주요한 요인이 뭐라고 생각하시나요?😅

[NY Investor @a__stockholder]

@haeundae_kim 정기미가 뭔가요? 주급의 다른 뜻인가요?

[NY Investor @a__stockholder]

@radiant573 풋풋해라ㅋㅋㅋㅋㅋㅋㅋㅋㅋ

[NY Investor @a__stockholder]

@sirozukuri えっ、世界中に知れ渡っちゃったの？😅

[NY Investor @a__stockholder]

@AdityaInvests90 I agree. As long as earnings growth continues to support the valuation, the stock price will eventually follow.

Forward P/E
$MU: 5.5x
$SKHY: 4.9x

#inverting #StockMarket

[NY Investor @a__stockholder]

@CyclesFan Are you judging it purely from the chart???

[NY Investor @a__stockholder]

1. Will hyperscalers buy less memory in the future?
2. Will meaningful supply expansion be possible by 2027?

My conclusion is no to both. The memory industry has one of the highest barriers to entry in the world, and there is no company on the planet capable of replacing the current major players.
As a result, memory pricing is unlikely to fall anytime soon.

[NY Investor @a__stockholder]

@asyours_ 백번 맞는 말씀입니다...

고통 받은 사람만 더 곱씹고 속으로 욕하다가 화병나죠,, 정작 피해 준 사람은 잊어버리는데

[NY Investor @a__stockholder]

@Delivering_now 주급 축하드려요!! 능력자시네요...

이 정도면 통달하셨을거 같은데, 주급은 어떤 요인에 가장 영향을 많이 받는거 같나요?ㅎ

노출수? 게시글작성수?

[NY Investor @a__stockholder]

@gamann77 ない。😅

[NY Investor @a__stockholder]

@asahikokura4565 大きく上がった分、大きく利益を吐き出すこともありますよね……🥲

[NY Investor @a__stockholder]

@Lonnie__X 노출 75만인데 70달러 밖에 안 주다니...

초보자인 제 입장에선 빡세보이는 숫자입니다 😂

[NY Investor @a__stockholder]

@ntv_baseball 何度でも見たい一発だ。🔥🔥🔥

[NY Investor @a__stockholder]

The election fraud pattern looks strikingly similar to what we have seen in Korea. 🇰🇷

Evidence suggesting involvement by China and North Korea is beginning to emerge. Korean citizens are now taking to the streets to fight for their right to vote.

What makes Korea’s situation even more concerning is the alleged cooperation between the ruling Democratic Party, the National Election Commission, and the media to downplay this issue and prevent the truth from being revealed.

This moment has made many Koreans question: Is our government truly standing with its own people, or is it siding with foreign interests?

[NY Investor @a__stockholder]

The election fraud pattern looks strikingly similar to what we have seen in Korea. 🇰🇷

Korean citizens are now taking to the streets to fight for their right to vote.

What makes Korea’s situation even more concerning is the alleged cooperation between the ruling Democratic Party, the National Election Commission, and the media to suppress the truth.

This moment has made many Koreans question: Is our government standing with its own people, or with the Chinese Communist Party?

[NY Investor @a__stockholder]

@BIGHIT_MUSIC BTS, a source of pride for Korea 🇰🇷
Thank you for introducing Korea to the world.

[NY Investor @a__stockholder]

@1ive2write 대단하십니다...

[NY Investor @a__stockholder]

@NURadu_ 효성중공업 사겠읍니다... 전 확신이 있거든요.

[NY Investor @a__stockholder]

@wiriness 와 진짜 축하드려요ㅎㅎ 어떻게 하셨나요ㅠ 팔로워 늘리기가 제일 힘드네요

[NY Investor @a__stockholder]

AI 반도체 특가 세일 중입니다~~ 맘에 드는거 골라 잡으세요~~

삼성전자 : -33%
SK하이닉스 : -39% $SKHY
마이크론 : -33% $MU
TSMC : -17% $TSM
엔비디아 : -15% $NVDA
브로드컴 : -25% $AVGO

​#반도체 #AI인프라 #데이터센터 #미국주식