Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash
New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$ and $SanDisk Corp.(SNDK)$ Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Advanced Micro Devices(AMD)$ So AMD is definitely the highlight of the trading news I receive. 3 bears and 6 bulls. What are your thoughts? Share your opinions in the comments section. =D @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey
Tims China, a coffee chain with more than 1,000 stores, recently held its nationwide skills competition, integrating AI-powered role-play and intelligent learning capabilities from Radnova, operated by YXT.com Group Holding Limited ( $云学堂(YXT)$ ), throughout the preparation process. By bringing AI into employee training, competency assessment and knowledge capture, the competition evolved from a one-off skills event into a broader organizational capability-building initiative spanning Tims’ nationwide store network. For large chain businesses, rapid expansion brings a familiar set of challenges: how to maintain consistent service standards across locations, and how to replicate the experience of top performers across a growing workforce. Traditiona
Palantir (PLTR) Overvalued Hold / Buy Market Expectations
$Palantir Technologies Inc.(PLTR)$ The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43. Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks. Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil
📉 AMD Beat the Numbers but Lost the Narrative - What Must Happen Before I Add?
$Advanced Micro Devices(AMD)$ As a small AMD shareholder, I am not panicking, not only for my small margin.. or after the post-earnings sell-off but I am also not treating every red candle as an automatic buying opportunity. AMD’s second quarter results were objectively strong. Revenue reached a record $11.54 billion, rising 50% year over year and 13% sequentially. Non-GAAP earnings came in at $1.66 per share, non-GAAP operating margin expanded to 27%, and Data Center revenue surged 107% to approximately $6.7 billion. Data Center alone represented 58% of AMD’s total quarterly revenue. AMD also guided for third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% annual growth and another 13% sequential increase at the midpoint. Its expecte
🌟🌟🌟$SGX(S68.SI)$ is an absolute high conviction Buy. Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations. The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million. This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion.
$MRDN's Management Shake-Up Is a Positive, Not a Negative
$Meridian Hldg(MRDN)$ announced three major leadership changes: Zoran Milošević, CEO of Meridianbet, has been appointed Group CEO. William Scott, the interim CEO, will transition to Chief Financial Officer while remaining Chairman. Rich Christensen will step down as CFO. At first glance, management changes can create uncertainty. In this case, however, the moves appear to strengthen the company's execution as it enters its next phase of growth. Zoran Milošević Is the Right CEO for the Next Chapter Zoran joined Meridian in 2003 with a background in industrial engineering and has spent more than two decades building the business. Throughout his career, he has worked across marketing, risk management, and business development before becoming CEO of M
🥇 My Gold Covered Call Strategy: How I Earn Income Even When Gold Falls For many investors, gold is seen as a safe-haven asset that protects wealth during uncertain times. While many people simply buy gold and hope the price rises, I prefer to make my investment work harder by using a covered call strategy. This approach allows me to generate additional income while holding my gold ETF, even during periods when gold prices move sideways or decline. Recently, gold experienced a sharp correction. After reaching around 4,800, it fell back to around 4,000. Despite this decline, my portfolio still managed to remain slightly profitable because of the option premiums I collected from selling covered calls. This experience reinforced why I believe covered calls are an excellent strategy for long-t
Apple (AAPL) : Ahead Of The Curve, Trouble Coming, $339 Target
$Apple(AAPL)$ Summary Apple Inc. receives a Hold rating with a $339 price target, reflecting concerns over valuation versus mega-cap peers. Despite strong Q3 results and robust Services growth, AAPL's premium multiple is not justified by near-term ROIC or EPS growth. iPhone and Services segments drive top-line potential, but margin pressures and high R&D investment limit operating leverage. AI execution and supply chain constraints are key risks; I prefer to await a more attractive entry point for AAPL. Apple Inc. (AAPL) was hit hard after fiscal Q3 earnings last week, and despite what seemed to be a good set of results, the market responded with a considerably negative reaction. While dips seem to be kee
🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?
Campaign Period: Aug 7--Aug 16 [Heart]Hi Tigers! Over the past month, global stock markets have suffered a significant decline. South Korea’s KOSPI Index fell 43.9%, while the $ChiNext(399006)$dropped more than 27.9%. Although the U.S. $NASDAQ(.IXIC)$ plunged by only 10.2%, tech stocks suffered sharp declines: $Micron Technology(MU)$ plummeted 41.2%, $SanDisk Corp.(SNDK)$ dropped 57.6%, and $SpaceX(SPCX)$ fell 52.6%. The AI rally has hit a roadblock, triggering a heated debate in the market over the
A few names on my radar right now... 🚀 $SoundHound AI Inc(SOUN)$ Up 11% today and still sitting in what I view as a smart money discount zone. We rode the last major move from March 2025 to October 2025. Now I'm watching for confirmation on what could become the next 6-month trend. ✅ $Kratos Defense & Security Solutions(KTOS)$ Already up 25% since we first highlighted it. Well done to everyone who followed the plan and stayed disciplined. 🔥 $Coherent(COHR)$ Shared with subscribers just last week. The stock is now up 40%. Could it eventually revisit all-time highs? Absolutely. But a 40% gain in a week is exceptional. There's nothing wrong with locking in some
Don’t be fooled by the market’s reaction; $Uber(UBER)$ ( ▲ 3.36% ) had an outstanding second quarter. Monthly active customers jumped 16%, trips were up 18%, and gross bookings were up 22%. So, if trips and bookings were so strong, why was revenue only up 12.2% (11% on a constant currency basis)? And is that what the market was disappointed by? Part of the answer lies in a contra-revenue charge in the U.K. that I’ll explain below. What’s more important for long-term investors is the operating profit line, which continues to improve. Or you could look at operating and free cash flow, which are both trending higher. By the way, Uber trades for just 14x free cash flow at this point. And despite all of this improvement in operations, Uber’s stock trad
The market still isn't convinced, but the business is quietly improving. $Zillow(Z)$ just delivered 18% revenue growth, despite one of the weakest U.S. housing markets in years. The real story isn't home sales. It's the ecosystem. Residential revenue: +7% Rentals: +31% Mortgages: +75% Rentals are becoming Zillow's biggest growth engine, while its expanding mortgage business is strengthening customer lock-in. Together, they make the platform more valuable even when housing transactions remain sluggish. Meanwhile, management has announced layoffs, suggesting operating leverage could improve as costs come down. This setup feels familiar. Back in 2023, many investors dismissed $Spotify Technology S.A.(SPOT)$ . T
$SPDR S&P 500 ETF Trust(SPY)$ SPY: 770.82 🔴 Major Support: 775 Major Resistance: 780, then 785 Market Structure SPY is trading below the major 775 gamma cluster, putting the market in a more cautious environment. Dealers still have meaningful positive gamma above spot, but until 775 is reclaimed, expect resistance on rallies and higher intraday volatility. Key Levels 🟢 775 – Primary pivot and strongest near-term gamma support/resistance. Reclaiming it shifts control back to bulls. 🟢 780 – First major upside target. Large call positioning makes this the next resistance. 🟢 785 – Strong overhead call wall with heavy positive gamma. Likely profit-taking area if reached. 🔴 770 – Immediate support. Losing this level increases downside pressure. Tradi
The $S&P 500(.SPX)$ traded in a narrow range, respecting the daily levels shared yesterday. The 7,745 central daily level acted as anticipated resistance signaling weakness since yesterday. From there, the index moved sideways down to the first daily support at 7,697. Energy prices surged today since markets faced a renewed wave of caution as geopolitical negotiations hit temporary stops (as anticipated during the weekend, Geopolitics is the constant question mark in the market today). On the other hand, economic data showed this morning a slight rise in weekly U.S. unemployment claims, tomorrow the July employment report will be released early in the morning. Opening reversals remained a theme today. $Micr