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This screenshot from the SK Hynix earnings call is all you need to know.
Financials & Balance sheet is aggressively getting stronger.
Incredible company with a major moat in HBM4.
SK Hynix crashing after that monstrous earnings is ridiculous.
Just because Wall Street got their estimate wrong doesn't mean SKHY should be punished.
51% revenue growth Q/Q
61% operating income growth Q/Q
+4% Margin 72% - 76%.
Absolutely elite semiconductor company.
I will say this, however.
Often the people around us make us feel exactly the way he is describing. I've felt it many times myself.
But it's important to distinguish between feelings that are transient, and the true state of another's heart.
It's common to all humans, including Christ, to feel taken advantage of.
That does not disqualify those around us from being capable of true love.
Okay, since you asked. I believe you're wrong.
At least this isn't true in my case.
My wife, my father, my kids, and everyone around me are capable of extreme selfishness, just like me.
That's why we need a savior in Jesus Christ. But they do love me, and have displayed that love many times.
This mentality that you're espousing is not healthy. If this is genuinely true for you, I am deeply sorry, and I pray that Christ would come into the hearts of you, and all around you and change this.
Humanity is capable, and often commits deep evil, but through Gods sovereign grace, humans can also show extreme kindness, and love.
Lord bless you, and yours.
I am thankful for the God I serve.
I am thankful for the woman I Married.
Sometimes on X I see some awful things said about mens wives.
I'm glad I don't have to worry about that.
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This is absolutely insane. Elon Musk's XAI reportedly spent $40 billion to build their data centers
Based on public disclosure of the Anthropic and Google deal, XAI will get paid $26 billion per year to license the compute from these data centers
That is a payback period of 18 months for all the data center spend, from just two customers
And you still think AI infrastructure capex is a bubble?
Strive CEO @ColeMacro explains why Michael Saylor sold 32 bitcoin.
"he had to message 'I am willing to do this' and that willingness to do that was always going to come with the critics saying 'oh this is a tip of the iceberg. First its 32, next its going to be 3,200.'"
"your goal should be maximizing total returns. bitcoin's your hurdle rate, but ultimately the goal is you want to maximize the total returns for your common equity shareholders."
Let the record show, for better or for worse, that we have predicted Bitcoin rejecting in the $80k range and falling hard for months.
Either Iโm right or Iโm wrong, but thatโs our call.
I donโt like being a bear, but Data is Data.
Bitcoins structure is broken.
We go lower.
I have consistently warned about this, and people have given me a LOT of flack.
I protected myself, I hope you did as well.