As time has passed, the mobile industry has been reduced to just two types of platforms: "fascist" ones that seek to control everything and "voyeuristic" ones that seek to peer into everything.
Sad.
🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH
Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes.
Micron's Chief Business Officer Sadana fired back, telling the WSJ that "certain customers" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed.
Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers.
@koreavaluehunt Companies with some recognition are relatively not bad. The Korean stock market has a special listing system that allows companies to bypass all requirements and go public with just a business plan.
SK Hynix has surpassed Samsung Electronics in corporate size. The value of the mobile, display, and home appliance sectors has negative weight.
sad
#KOSPI
A historic moment in Korea: SK hynix has surpassed Samsung Electronics to become South Korea’s No.1 company by market capitalization for the first time.
Samsung held this crown for 25 years and 7 months. Now it has lost it to a company that is sharper, more focused, and more closely tied to the AI memory and HBM boom.
This is not just a stock market story. It is a symbol of a deeper shift. In the AI era, Samsung’s old family controlled, bureaucratic management model is destined to lose to a more focused, more flexible, and more market driven SK hynix.
In the AI semiconductor era, focus is beating size.
While Bill Gates's 640kb remark turned out to be a rumor, Apple's statement that "8GB is enough capacity for Apple Intelligence" was actually used to sell the product.
#AAPL#MSFT
Over the last decade:
• iPhone flagship pricing increased roughly 60%
• Samsung Galaxy flagship pricing increased roughly 69%
During the same period, inflation rose approximately 35-40%.
SpaceX rose ahead of the market close but ended down 3.56%. That is a common movement for an individual company.
For Korean traders, it is not particularly surprising, as it is routine for the market index to move within the 3% range.
Most wildest market in planet
🚨 SPACEX HAS ERASED $490 BILLION IN VALUE IN JUST 48 HOURS
$SPCX is now down -20% from Tuesday's all-time high of $218 per share.
The stock's ultra-low float comes in question as BILLIONS of dollars worth of new shares expected to hit the market soon.
🚨 OPENAI LOST 8 TIMES MORE MONEY IN 2025 THAN IT DID IN 2024.
According to audited financial documents reportedly reviewed by the Financial Times, OpenAI’s losses exploded from roughly $5B in 2024 to $38.5B in 2025.
The company generated $13.1B in revenue last year.
But total costs and expenses reached $34B.
Research and development alone cost over $19B.
The most shocking part is that OpenAI reportedly paid Microsoft more than $17.2B in a single year for compute and infrastructure.
That means OpenAI spent more money paying Microsoft than it generated in total revenue.
SoftBank reportedly paid OpenAI $867M in 2025, while Microsoft contributed another $303M.
Even with billions flowing in from major investors and partners, the company still burned cash at a pace rarely seen in corporate history.
Before accounting adjustments tied to its restructuring, total net losses reportedly crossed $60B.
The entire AI industry is now operating on one assumption:
That future AI demand will eventually become large enough to justify spending tens of billions of dollars today on chips, data centers, and infrastructure.
Right now, spending is growing much faster than profits.
Credit: @edzitron
The skyrocketing prices of memory semiconductors are a disaster for gadget enthusiasts worldwide. The consumer utility everyone should enjoy is being concentrated into just two companies in South Korea.
Oracle raise equity
Google also announced raise last week
Hyperscaler’s money is running out quickly as expected
https://t.co/fZvPtEjpM6
#DRAM#HBM#google#oracle
Driven by its massive popularity, SpaceX was oversubscribed by more than two times.
Meanwhile, it is quite common to see IPOs oversubscribed by a thousand times in the Korean stock market.
#SpaceX#IPO#KOSPI
BREAKING:
SpaceX IPO is reportedly well oversubscribed.
Books close Wednesday after market close.
The largest IPO in history.
$75,000,000,000 raised.
$1,750,000,000,000 valuation.
Demand exceeding supply before it even prices.
One thing worth remembering:
Insiders own 95% of shares.
Lockup period: just 60 days.
The most oversubscribed IPO in history.
With the shortest insider lockup in recent memory.
Do your own research before you buy.
Investors in memory companies should be aware that while companies claim to manage risk through long-term contracts of three years or more, contracts can be terminated at any time by paying a penalty.
https://t.co/mOXJuZwH4b