Samsung and SK Hynix only accepting long-term deals with non-waiver clauses
In other words, don't expect to see memory shortage being solved until the 2030s
trust the plan
I'm going through the retatrutide phase 3 data, and the cardiometabolic numbers are more interesting than the weight loss:
- 24.1 cm off the waist on 12mg (9.5 inches)
- significant drops in systolic blood pressure
- triglycerides down
- non-HDL cholesterol down
- hsCRP down (a key marker of inflammation)
I'm giving it a few years before people realize GLP-1s are more than just weight loss drugs.
European quantum/optical/glass chokepoints go BRRR?
$ALRIB +8.35%
$LPK +3.21%
$IQE +5.68%
$SOI +4.98%
As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market.
More CEOs should do the same, even if it’s small.