$SpaceX(SPCX)$ SpaceX President and COO Gwynne Shotwell shared some thoughts on Starlink Mobile and its impact on Verizon, AT&T and T-Mobile. She pointed out the three carriers together pull in roughly $600 billion a year, and said she expects Starlink to be able to acquire quite a few of their customers. The service will be better, dead zones will be eliminated by leveraging the satellites already in orbit, and it will perform better during natural disasters. She added she's quite excited about Starlink Mobile.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ Having some issues placing bids on Robinhood. Is it no longer available on their 24-hour trading platform? Noticed it Friday morning.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ With the news about an Iran deal, there's a decent chance markets take off when the week starts. From where I stand, shorting right now looks like a pretty bad idea.
$SK hynix(SKHY)$ They pulled in $41.6 billion in net profit in a single quarter. That's more than Apple is likely to report, and more than the annual GDP of most countries — Armenia's GDP is around $32 billion for reference. They're practically printing cash at this point, and with a forward PE of 4, buying back shares right now seems like the obvious move. It's honestly strange to see companies like SK hynix and Micron trading at ultra-low multiples while names like SpaceX and Tesla, which aren't really making money, trade at completely unrealistic valuations.
Everyone is focused on AI models, but the real race right now is happening behind the scenes. Hyperscaler capex is projected to more than triple to around $1.4T by 2028 as companies continue pouring money into AI infrastructure, data centers, and computing power. Expected spending: $Alphabet(GOOGL)$ — ~$360B $Microsoft(MSFT)$ — ~$350B $Amazon.com(AMZN)$ — ~$330B $Meta Platforms, Inc.(META)$ — ~$250B $SpaceX(SPCX)$ — ~$110B What catches my attention is the second-order impact. Every dollar spent on AI infrastructure flows through the ecosystem — chi
$SK hynix(SKHY)$ A lot of people seem to want this stock to crash, so naturally they say it's a big deal and should sell off. Friends in Korea have heard the same kind of talk. If that's really the case, show the short position. Nothing but silence, and that silence says plenty. Not worth the time anymore. Blocked.
$SK hynix(SKHY)$ SKHY has been interesting to watch. When the main stock drops, this one rallies. When the main stock goes up 2%, it goes up 10%. Last night the main stock dropped 9%, so there is a chance it could move up at least 19% today. In the Korean market, SK closed at $1,200. The ADR looks like it could hit $200.
$SpaceX(SPCX)$ I don't think the stock market bubble popping should scare anyone out of crypto. Crypto looks like it's near the bottom while stocks are sitting at some of their most expensive levels ever. Crypto still feels like the money of the future to me.