Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol
Created at 149.**.48.86 216 6 0

This is the person who shocked the market by writing an extremely negative "Winter is Coming" report about the semiconductor industry that was poised to do well in 2024, cutting Hynix's target price in half... only for semiconductor stocks to soar right after, as if to prove him wrong. He wrote another negative report early this week. It happened a few days ago, but it's bound to have a negative impact on the market. Why does this guy keep shaking things up periodically like a problem child? Back then, there was also a lot of talk about how Korean brokerages mindlessly get swayed by foreign brokerages' reports, haha.

 

Tags Hynix Memory Morgan Stanley Semiconductors Shawn Kim Facebook X
Comments 6
81.**.51.9
Pessimists are wrong every single time, yet they remain pessimistic to the very end. Then, when they get it right once in ten years, they make a big fuss as if they are someone great. Because a market crash happens once every ten years, even a novice investor will get it right eventually if they just keep pushing pessimism.
133.**.96.87
Morgan Stanley isn't the only institution out there, so don't blame him too much. Even though other institutions have released outlook reports projecting Micron to reach $2,200 and SanDisk to reach $3,000 this year, no remedy is working in the current semiconductor market climate.
211.**.238.143
I heard Morgan Stanley wasn't able to participate as a bookrunner when SK Hynix listed its ADR. Could they be grumbling because they're sulking?

"BofA Securities, Citigroup, Goldman Sachs and J.P. Morgan (listed in alphabetical order) acted as active book-running managers for the offering. Cantor, Mizuho, Needham & Company, RBC Capital Markets, Rosenblatt, Stifel, Wedbush Securities, William Blair, and Wolfe Nomura Alliance acted as co-managers for the offering."

https://www.skhynix.com/ir/UI-FR-IR12_T1_view?seq=6843
219.**.5.85
Google reported earnings and said they are going to invest even more...
31.**.93.65
And then, semiconductor stocks soared starting in 2025, you know. Around the end of this year, semiconductors will take off again haha.
13.**.85.72
Hopeful opinion! Thank you
Similar posts
  1. Wow, Iran is driving me crazy.
    1759
  2. Semiconductors and memory are expected to decline tomorrow as well.
    1834
  3. Apple using CXMT memory chips in the Chinese market
    2724
  4. Ah… so this is why some people commit suicide…
    16416
  5. The semiconductor boom is now over... What will be the next sector?
    1855
  7. It's fun watching semiconductors go up.
    1735
  8. Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?
    1851
  9. Semiconductors are now meme stocks.
    21514
  10. Why is SanDisk acting like this on its own?
    1065
  11. Bad news for semiconductors
    1075
More in Blind Story
  1. Citadel expects a surprise 0.25% Fed rate hike.
    1818
  2. Even though semiconductors tanked today, software skyrocketed.
    1705
  3. I dumped Tesla.
    1804
  4. KORU, SNXX down 50%
    1947
  5. SNDK needs to rise 100% to recover its previous high haha
    2003
  6. Trump is going to make a fortune from stocks.
    1836
  7. I started buying semiconductor stocks today.
    19111
  8. A time like this is the best time to buy.
    1688
  10. Have you started averaging down on semiconductor stocks?
    1659
  11. My account is melting away...
    2039
  12. I'm looking forward to Monday. Futures are surging...
    3015
  13. Once the AI data center is completed, will there be a real estate restructuring and a further differentiation of benefits for citizens and permanent residents?
    2047
  14. Geron (GERN)
    3076
  15. Starship 13 was successful at 4 PM PDT on July 24, but SPCX is down.
    2042
  16. For those who have been holding PLTR since the IPO, what are your plans?
    1861
  17. Why is Intel falling even with good earnings?
    1732
  18. US Vice President Vance Stock Portfolio.jpg
    18513
  19. QQQI dividends bought on Vanguard
    2243
  21. How much is the loss this week?
    1814
  22. Today's semiconductor (memory) race results announced! SNDK MU SKHY
    1952
  23. Intel Earnings Report
    2096
  24. I think we need to be careful with tickers that have many derivative products (Tesla, Palantir, etc. T_T)
    1717
  25. What should I do with Planet Labs (PL)? Please share your thoughts.
    3211
  26. If you have many stock wash sales and high trading volume, will the IRS audit you?
    2297
  27. Tesla
    1885
  28. SK Hynix is rising after-hours, and KORU is rising along with it
    1967
  29. Google... earnings are good, but it's plunging because they said they'll pour in more money...
    17710
  30. Two key points to watch for Google's earnings
    1982
  32. GEV is dropping
    2383
  33. Please give me some advice on how a stock dummy can grow their money.
    1878
Recently updated
  1. When the Fear and Greed Index reaches around 15
    42
  2. The market closed at a level that is neither support nor resistance..
    34
  3. Let's each write down just one stock that's giving us the hardest time right now.
    2413
  4. SOXL
    275
  5. I am heavily stuck in KORU.
    255
  6. News: Anthropic signs multi-year cloud computing deal with Iren
    644
  7. Proof that I'm all thumbs... T_T
    7712
  8. I received a postcard from the court asking if I'm going to join the lawsuit related to CRON.
    62
  9. Tatsuro Kiyohara [My Investment Method] How Individual Investors Win: Pull Out of Someone Else's Party
    44
  10. When would be a good time to invest $30,000?
    505
  11. Stéphane Bancel on the Urgent Healthcare Crisis of an Aging Population
    314
  12. XNDU (Xanadu Quantum Technologies), a quantum computing company
    651
  13. How about around $1,000?
    662
  15. JEPQ or QQQI?
    468
  16. Today is a holiday, what are you guys getting into?
    9513
  17. It's suddenly plummeting, what's going on?
    5020
  18. From AI to SI: What Elon Musk’s New Company Naming Strategy Really Means
    77
  19. Why does IREN keep going down?
    714
  20. Honestly, the only reason people can't make money from stocks here is because of greed. I seriously don't get it..
    5811
  21. Palantir CEO Alex Karp Opens Up About Capitol Hill AI Discussions
    83
  22. Is the reaction to the new Gemini model not very good...?
    811
  23. 10-year bond hits highest level since the dot-com bubble.
    713
  24. Is it a good time to buy S&P?
    17111
  25. Let's talk about SOXX and SOXL.
    711
  26. Reason for CRDO surge?
    1386
  27. They say it's an all-time high today, but it's quiet!
    943
  28. For Apple Shareholders Only
    1064
  30. When to average down on AVGO
    117
  31. Breaking News) The Clarity Bill has been rejected.
    1218
  32. A CNBC article stating that there is a 70% chance the Fed will raise interest rates
    1147