SHAWN KIM.ZIP

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol   created at Jul 25, 2026   134   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,...

Bad news for semiconductors   created at Sep 14, 2026   47   5   There is never a quiet day.TT I brought the content of the article below.Will this act as a major negative factor for semiconductors???? TT.Recently,Anthropic CEO Dario Amodei suggested pacing (slowing down) AI development,and Elon Musk and Sam Altman (Ope...

Why is SanDisk acting like this on its own?   created at Sep 14, 2026   46   5   MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

Semiconductors are now meme stocks.   created at Aug 19, 2026   121   14   Because earnings are far away,while supply and demand are right in front of us.Therefore,semiconductor stock prices can change constantly,so do not make a fuss when they go up,and stop talking nonsense like wanting to commit suicide when they go down.Semic...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?   created at Aug 18, 2026   117   1   I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares,but it also seems risky if it continues to move together with semiconductors.AI views the stock price negativ...

It's fun watching semiconductors go up.   created at Aug 14, 2026   109   5   The fundamentals haven't changed,but they drove the price down with all kinds of excuses,and now during the pump,they bring back the same logic and make a big fuss.I guess I shouldn't have listened to them when buying stocks.It seems just riding the moment...

The semiconductor boom is now over... What will be the next sector?   created at Aug 11, 2026   130   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   117   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   130   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   125   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   222   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...