M&M

[M&M @perfectmnmworld]

@GONOGO_Korea ㄷ..다이죠부….가만스루!!😢😢

[M&M @perfectmnmworld]

@GONOGO_Korea 망하진 않았지만 좌우앞뒤로 incremental share loss 생각해야되서 (특히 TPU and maybe even Networking) 앞으로 sector내에서 relative short 될 가능성이 높아졌삼 (지금까지는 엔비디아가 funding short이었던거같이).

[M&M @perfectmnmworld]

@GONOGO_Korea 고민고민하지마!

[M&M @perfectmnmworld]

@GONOGO_Korea Green bananas!!

[M&M @perfectmnmworld]

@GONOGO_Korea Kind of true!

[M&M @perfectmnmworld]

@bubbleboi I’d recommend reading the full article (he posted it publicly on Facebook), which is actually quite thoughtful. Besides he’s clarified today that he meant if this scheme were to be done, it’d come from excess tax revenue generated, not from excess company profits

[M&M @perfectmnmworld]

@pmje73 @JRogrow Absolutely 100%.

[M&M @perfectmnmworld]

@dalibali2 Yes.. if you see Shinsegae department stores’ same store sales and luxury sales trend lately, it’s nuts

[M&M @perfectmnmworld]

@citrini Don’t forget ISC also has a lion’s share of sockets for Intel’s CPU as well which is obviously coming back big time. Super well positioned in SLT sockets w their elastomer sockets..

[M&M @perfectmnmworld]

@citrini ISC is a Korean Winway (6515 TT) but better imo with additional upside in memory testing (going upstream into testers via Hynix relationship)

[M&M @perfectmnmworld]

@GONOGO_Korea Need to go find my 빤쮸…

[M&M @perfectmnmworld]

@GONOGO_Korea Genki deska? 고노고의 마켓뷰가 궁금해요. Please grace us with your helping hand!

[M&M @perfectmnmworld]

@GONOGO_Korea The only source of alpha nowadays is the duration and quality of capital deployed.

[M&M @perfectmnmworld]

@koryodynasty Too bad they won’t be able to enjoy Hinoki bath tubs in prison!

[M&M @perfectmnmworld]

@jukan05 Much appreciated!

[M&M @perfectmnmworld]

@jukan05 Would you have a link to the original article?

[M&M @perfectmnmworld]

@damnang2 Thank you!

[M&M @perfectmnmworld]

@koryodynasty Great, insightful thread!