yan

Investor

[Evan @StockMKTNewz]

SK Hynix's Chairman just said:

- We're open to more investments including building chips on United States 🇺🇸 soil

[Investing.com @Investingcom]

SK HYNIX ADRS INDICATED TO OPEN AT $180, OFFER PRICE $149

$SKHY

[Polymarket @Polymarket]

BREAKING: SK Hynix completes the largest U.S. IPO ever by a foreign company, raising $26,500,000,000.00.

[The Kobeissi Letter @KobeissiLetter]

Corporate insiders are buying tech stocks at a record pace:

28 executives at companies within the US technology sector ETF, $XLK, have purchased their own stock on the open market over the last 6 months, the highest count on record, according to SentimenTrader.

This figure has DOUBLED since the start of 2026.

This also surpasses the previous record of 25 insiders set in 2011.

By comparison, in early 2025, just 5 executives were buyers.

US executives are rushing to buy tech stocks.

[investing @DollarCostAvg]

🚨 $IREN IS SETTING UP FOR AN EXPLOSIVE RUN.

In roughly 10 days, Horizon 1 is expected to begin delivery to $MSFT, allowing IREN to start recognizing revenue from its $9.7B, 5-year AI Cloud contract as capacity comes online.

Here’s what stands out to me:

✅ ~$14B in contracted AI revenue on just ~260 MW of AI capacity. ( $MSFT + $NVDA )
✅ Current market cap is only around $14–15B, meaning the market is valuing the company at roughly the same level as its existing contracted AI revenue, despite a much larger infrastructure pipeline.

✅ 5,500 MW of total power pipeline still available for future AI expansion.

That’s why I view $IREN as one of the most undervalued AI infrastructure / neocloud plays. The market cap, in my opinion, does not fully reflect the value of its long-term power assets and future AI capacity buildout.

LONG $IREN. ✅

[作家崔成浩 @cuichenghao]

第一批深入广西灾区的爱心人士传出视频，惨状令人泪目。村民称，家家户户都有蛇，不敢回家，前几天吃的是超市冲出来的，不然可能饿死了，喝的是雨水，儿媳妇要生小孩了，可丈夫被冲走了……

[Elon Musk @elonmusk]

I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.

And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.

Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.

SpaceX launches competing satellite systems with no increase in price or use of unfair terms.

Even my worst enemies can attack me on this platform.

…

[作家崔成浩 @cuichenghao]

触目惊心的视频画面！一段来自广西水灾救援者的视频显示，目前洪水水位仍然达到红绿灯的顶端，通常红绿灯高度在6米左右，水量之大令人吃惊。

[Mario Nawfal @MarioNawfal]

🇮🇷🇺🇸 Eyewitness footage shows damage to the Aq Taqeh Khan railway bridge in northern Iran following overnight U.S. strikes.

The bridge is an important trade route linking Tehran to China and Russia.

Writer: Daniyal

[FreeFromMatrix @ViralMuzik1989]

Big money flowing into $CIFR 🔥

- $200K in $43 calls purchased today (expiring Nov 20, 2026)

- $2.65M in $31 calls (expiring Sep 18, 2026)

[Kalshi @Kalshi]

JUST IN: Micron raises planned US investment to over $250 billion through 2035

[Polymarket @Polymarket]

NEW: Ivy League professor suspected AI cheating, ordered an in-person final, & saw average scores plunge from 96 to 48.

[Financial Times @FT]

Outspoken Chinese economist who doubted official GDP data dies https://t.co/gKsovbTKAw

[Elon Musk @elonmusk]

Grok has always been very strong on law

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says “it will get much worse” if Iran attacks ships in the Strait of Hormuz again.

[Polymarket @Polymarket]

JUST IN: Meta to reportedly build a $9,000,000,000.00 AI data center in Alberta, Canada.

[鸦YAYA⚡️ @anycanv]

挪威和英格兰的比赛

有大神做了一个宣传片，史诗感拉满！

但是为啥看着哈兰德这么想笑呢😂 @erling

[Kalshi @Kalshi]

JUST IN: Trump says he doesn't think Iran war will start again

[Eric Daugherty @EricLDaugh]

🚨 NOW — PRESIDENT TRUMP: "Would you go to Moscow?"

PRESIDENT ZELENSKY: "It's difficult. There are lots of Ukrainian drones. They are dangerous!"

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iranian state media says that Iran will strike "enemy targets" at a ratio of at least two-to-one after the US launched new strikes on Iran.

President Trump also says that the US may target Iran with more strikes tonight.