MORGAN STANLEY.ZIP

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol   created at Jul 25, 2026   59   6   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,...

The semiconductor boom is now over... What will be the next sector?   created at Aug 11, 2026   19   5   It seems the frantic craze around semiconductors (Micron,SanDisk,Intel,etc.) is already over,with big players including Trump having pumped it up and cashed out,leaving mostly retail investors stuck at the peak holding on.What do you think will be the next...

Ah… so this is why some people commit suicide…   created at Aug 01, 2026   49   16   I'm such a coward and can't read the market at all—stocks drop despite good earnings and rise even when interest rates go up.Not knowing what to follow,I just watched for a few days,and after hearing that semiconductors were crashing,of all days,yesterday...

Semiconductors and memory are expected to decline tomorrow as well.   created at Jul 29, 2026   55   4   Hynix is plummeting after earnings.Samsung Electronics is falling along with it.Memory stocks are also plummeting during the US overnight session.I'm even scared to average down starting tomorrow.As expected,index funds seem to be the answer.I guess I shou...

Wow, Iran is driving me crazy.   created at Jul 29, 2026   56   9   Fortunately,South Korea's Samsung and Hynix had a good start when the market opened,but now news of an Iranian attack is breaking.T_T T_T.Iran has fired ballistic missiles again toward US military bases in the Middle East.According to a statement from the ...

Apple using CXMT memory chips in the Chinese market   created at Jul 19, 2026   135   4   Is it because China,which accounts for more than half of the AI research population,writes excellent algorithms even without NVDA chips?.Anthropic,OpenAI,and Gemini all view it similarly,suggesting there is about a 50 / 50 chance of Apple using CXMT memory...