gamdo

개인투자자

[gamdo @gamdododo]

🚨 Foreign media: US Treasury could inject up to $1 trillion into government bond purchases
• Growing talk that the Treasury General Account (TGA) may be used as the funding source
• Long-term yields still rising → purchase size could be even larger than previous expansions
• TGA usage & exact scale remain unclear for now
#USTreasury #BondBuyback #TGA

[gamdo @gamdododo]

🚨 BREAKING: US to Announce New Iran Sanctions

1.Scheduled for 3:00 AM KST, Tue Aug 25 (2:00 PM ET Mon Aug 24)
2.Official press conference by Treasury Secretary Scott Bessent
3.Billed as the “toughest sanctions in history” / greatest coordinated economic isolation ever
4.Reported goal: drive Iran’s oil exports to zero and freeze its digital asset holdings

$BRENT $WTI #Iran #Sanctions #Bessent

[gamdo @gamdododo]

Wow!!

[JUST KAWS @JUST_KAWS]

$MU is going to earn more than $500M profit per day by the end of 2026

And you’re telling me you’re bearish on memory?

This is easily a $1,500 stock

[gamdo @gamdododo]

Codex
6m → 15m in ~4 weeks
원래 예상보다 훨씬 빠른 성장
이게 AI 코딩 도구의 현재입니다.

[gamdo @gamdododo]

#NVDA 호재가 쏟아지네

[The Wall Street Journal @WSJ]

Nvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, to compete with Chinese heavyweights like DeepSeek, according to people familiar with the matter https://t.co/thB2pM80pR

[gamdo @gamdododo]

매번 출하량의 가격을 올립니다. 수요가 공급보다 크기때문이겠지요

[P Equity Research 📰 @pequityresearch]

Bloomberg: Nvidia has told their biggest customers that the prices of servers containing their AI chips are going up more than 15% due to soaring memory costs.

The price hikes will go into effect on systems shipped early next year.

$NVDA

[gamdo @gamdododo]

SOXX와 SOXL을 같이 띄워놓고
둘이 만날때만 사면

높은 확률로 저점임

[gamdo @gamdododo]

저는 이책보고 공부 많이했습니다
추천합니다

https://t.co/krzcM3XJwn

[gamdo @gamdododo]

캐나다 미국 무역협상 결렬

[Al Jazeera Breaking News @AJENews]

BREAKING: Canada has suspended trade negotiations with the US after rejecting a final trade agreement, Reuters reports, citing Canadian and US officials.

🔴More on https://t.co/5H0QqpfIYw

[gamdo @gamdododo]

금 값 심상치 않습니다

[Bloomberg @business]

Gold was on track for a third weekly gain after the US Treasury’s unexpected ramp-up in buybacks of long-dated government debt underscored concerns about its burden https://t.co/mpKMbzLaTi

[gamdo @gamdododo]

호재는 쏟아집니다

[Nicholas Mugalli @RealNickMugalli]

Because SK Hynix is canceling these repurchased shares rather than holding them in treasury, the resulting share count reduction drives direct earnings per share compounding. Reflecting these cancellation, Goldman raised its EPS estimates across the forecast horizon boosting 2026E by +4%, 2027E by +10%, and 2028E by +10% solidifying SK Hynix's structural rerating as an AI infrastructure cash generating machine…

[gamdo @gamdododo]

주주환원은 전세계적으로 유행 중

[Financial Times @FT]

Samsung to return record $80bn to shareholders https://t.co/bTPEx1p6AP

[gamdo @gamdododo]

월요일 삼성전자 시장반응이 중요할둣

[풀레 🛰 @fulllleverage]

삼전 닉스 주주환원 정책 비교

삼성전자 : FCF 50%, 배당 30조
하이닉스 : FCF 50% 이상, 자사주 소각 40조

어쨋건 FCF의 50% 인거고
금액은 이제껏 보지못한 수준인거임.

다만 하닉은 40조 자사주 매입을 바로 시작하며
주가 하방지지를 하는데 반면
삼성전자는 배당율 증가에 따른 매수세 기반이라
하이닉스가 좀더 안정적일듯.

[gamdo @gamdododo]

날아오르길 오늘부터

[Bloomberg @business]

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the AI trade overshadow their strong fundamental backdrop https://t.co/rs02tfhnKE

[gamdo @gamdododo]

100조 환원이 가시권에 들어왔나보네요

https://t.co/2UAQBA3Hhj

[gamdo @gamdododo]

https://t.co/A36CG4AmFd 할인행사하네요

[gamdo @gamdododo]

@mad20130301 힘찬 하루 한주 보내시고 한주고샹많으셨어요

[gamdo @gamdododo]

@mad20130301 축하드립니다?

[gamdo @gamdododo]

Wow

[Bloomberg @business]

SK Hynix may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan https://t.co/7MzgqSirqt