07-08-26 spal
While Samsung's chip division is running 50% margins selling $145 LPDDR5X modules to data centers, those identical high prices are actively cannibalizing the rest of the global tech economy. High memory costs are eating the margins of server builders, smartphone divisions, and PC manufacturers.
The market is realizing that memory has become an economic tax on the rest of the tech ecosystem—sparking a broader sector rotation out of hardware and semiconductor equipment suppliers (like Applied Materials and SK Hynix, which both plummeted alongside Samsung.
Samsung = Samsunk |
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07-08-26 spal
The fact that the stock is falling in Seoul on the heels of the single greatest structural earnings print in East Asian corporate history tells you everything you need to know about where we are in the market cycle.
The AI hardware trade is flashing signs of being short-term overbought, and the market is undergoing a brutal "sell the news" reset ... |
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07-08-26 spal
First Squawk
@FirstSquawk
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1m
SOUTH KOREA'S KOSDAQ INDEX FALLS 4.1%
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Maybe Samsung ... not so good Panas ... |
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07-08-26 spal
| Early reports from Iranian state-backed news outlets are now saying that Iran has targeted Bahrain, specifically the U.S. Fifth Fleet Headquarters there, in retaliation for U.S. retaliatory strikes on key military infrastructure across Southern Iran. |
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07-08-26 spal
TAMPA, Fla. — U.S. Central Command (CENTCOM) forces completed a new round of offensive strikes against Iran, July 7, hitting over 80 targets with precision munitions as an immediate response to Iran's latest attacks on commercial vessels transiting the Strait of Hormuz.
U.S. forces struck Iranian air defense systems, command and control networks, coastal radar sites, anti-ship missile capabilities, and more than 60 Islamic Revolutionary Guard Corps small boats in and near the strait to degrade Iran’s ability to continue attacking international commerce flowing through the international trade corridor.
Iran recently attacked three commercial vessels transiting the strait including Marshall Islands-flagged M/T Al Rekayyat, Saudi Arabia-flagged M/T Wedyan, and Liberian-flagged M/T Cyprus Prosperity. The unwarranted aggression by Iranian forces is a clear and dangerous violation of the ceasefire and undermines freedom of navigation.
CENTCOM forces remain postured and prepared to hold Iran accountable when the agreement is not adhered to or obeyed. |
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07-07-26 carib
| Victor: I do not think the US envoys ever met Khamenei jr. |
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07-07-26 victor
El Mayo Zambada acepta la condena a perpetua en EE.UU. pero pide que se contemple el cuidado de su salud
CNN Español
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Ismael “El Mayo” Zambada, fundador del Cartel de Sinaloa, aceptó su condena a cadena perpetua en Estados Unidos pero pidió no ser enviado a una cárcel de máxima seguridad y que se garantice el cuidado de su salud, según un escrito presentado este lunes por sus abogados ante el tribunal federal de Nueva York que lleva su caso, al que CNN tuvo acceso.
Zambada García se declaró culpable “plenamente consciente de que la consecuencia será una sentencia obligatoria de cadena perpetua. Acepta este resultado y no solicita al tribunal que lo condene fuera de la ley”, dice la carta que los abogados entregaron al juez Brian M. Cogan, de la Corte Federal para el Distrito Este de Nueva York.
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07-07-26 victor
The US on Tuesday launched new strikes against Iran and reimposed sanctions on Iranian oil sales in retaliation for a series of attacks on commercial ships near the Strait of Hormuz.
In a statement posted on X, US Central Command said its forces had “begun launching a series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway.”
“The U.S. strikes are in response to Iranian attacks on three commercial vessels that were transiting the Strait of Hormuz,” the statement said. “Iran’s demonstrated aggression was unwarranted, dangerous, and a clear violation of the ceasefire.”
The statement came soon after the US reimposed sanctions. Collectively, they marked one of the most significant challenges to the fragile ceasefire between the US and Iran. The economic move, in particular, eliminated one of the central concessions made to the Iranian regime in exchange for its reopening the Strait of Hormuz.
“Iran will only reap benefits if they exhibit good behavior,” a US official said in a statement. “Iran’s actions in the Strait were wholly unacceptable to the United States and will be met with consequences.” |
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07-07-26 victor
| carib, wasn't the usa negotiating with mojtaba?? |
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07-07-26 savo
victor..the UST bailing out Baron?
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07-07-26 panasonic
| Congrats Argentina for a spectacular comeback!! |
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07-07-26 victor
savo, why is btc up, 64k, after saylor said he's selling btc?
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07-07-26 carib
| PS: if the US had not convinced Ukraine to give up her nukes.. this war would have never started. a fact, I believe. |
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07-07-26 carib
Savo: having noted that this is the kind of discussion that usually goes nowhere.. just looking at a map, you can verify NATO reached the borders of Russia long time ago (baltic countries and Norway) and now that border became much longer after Putin convinced Finland to join NATO.
Problem is that under Trump Nato is no longer clearly an alliance.
Putin has the big historic merit of transforming a sclerotic communist state into a vital one, but only to lead it into bad companies and a pointless war, turning Moscow into a vassal of Beijing.
Maybe better go back to Veny bonds, that are not doing so well recently..
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07-07-26 savo
pt... Russia would be able to threaten bordering NATO countries and hold these hostage
i think you have it backwards... NATO would be able to threaten Russia if Ukraine joins it...
This war started because Nato wanted to reach the Russian border...
Food prices are of no relevance to the European and American satanist elites. |
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07-07-26 panasonic
| Spal, Samsung report was very good, I would say buy the dip. |
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07-07-26 carib
| Savo: aid to Ukraine clearly is the most effective form of defence spending Europe has available. |
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07-07-26 carib
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07-07-26 carib
| Victor: we do not know if the fellow is alive, we do not know if he is disfigured, we do know the regime does not want to see him dead. |
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07-07-26 spal
Chip-wreck 2.0
MU -8%
SNDK -12%
ORCL -3.5%
CRWV -7% |
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07-07-26 panasonic
"they would control a large part of the global food supply."
Search no more, this is why Chinese envoy to EU said clearly: "China can't afford a Russian defeat", obviously...same as Hormuz, key to their long-term plan, smart people, not one Chinese soldier has been killed. |
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07-07-26 patient-trader
Savo, the alternative is worse: If Ukraine would be under Russian control they would control a large part of the global food supply. We have already seen prices skyrocket when the Ukrainians could not export via the Black Sea. Also, Russia would be able to threaten bordering NATO countries and hold these hostage.
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07-07-26 savo
pt.. and how is that good? Do you really think Russia assisted by China will give up?
And how do you expect Europe to pay for Ukraine's bombs and drones other than QE, borrowing.. taxes... inflation...etc..? |
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07-07-26 victor
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07-07-26 patient-trader
https://www.themoscowtimes.com/2026/07/06/ukraine-strikes-russias-largest-oil-refinery-in-western-siberia-a93177
Beautiful, the Russian Omsk refinery has been finally hit. Over 2000km away from Ukraine. |
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07-07-26 pillz
US Loses to Belgium in World Cup Match Marred by Controversy
https://www.bloomberg.com/news/articles/2026-07-07/belgium-ends-us-world-cup-run-in-shadow-of-fifa-controversy-over-balogun?srnd=homepage-americas |
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07-07-26 victor
| carib, in your op, why didn't mojtaba attend the funeral? |
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