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logen9f (74)in LeoFinance • 5 hours ago
RE: LeoThread 2026-01-12 10-05
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clsamg (50)in LeoFinance • 5 hours ago
RE: LeoThread 2026-01-12 10-05
If SK Hynix follows Micron out of consumer memory, would Samsung likely follow as well?
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clsamg (50)in LeoFinance • 7 hours ago
RE: LeoThread 2026-01-12 03-06
Would be nicer not to have to do that, but that probably won't change because profit is profit
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logen9f (74)in LeoFinance • 23 days ago
RE: LeoThread 2025-12-20 04-18
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clsamg (50)in LeoFinance • 23 days ago
RE: LeoThread 2025-12-20 04-18
Huge implications for global power dynamics if China can eventually go from silicon metal > EUV > fab > chip design
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-05 23-43
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-05 23-43
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-05 23-43
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-05 23-43
It's recently become apparent that recognition of Chinese characters is much higher than the ability to read them aloud. Some of that recognition came from time spent reading…
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-04 15-32
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-12-04 15-32
Spending in 2025 is projected at about $253.4 billion, with nearly $140 billion already spent in November
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-11-29 05-27
just don't buy the bio/pharma stocks lmamao they are so much more volatile and entirely different set of risk factors than everything else that author writes about
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clsamg (50)in LeoFinance • last month
RE: LeoThread 2025-11-29 05-27
If a trade is taken because of something read and it starts moving against the position, responsibility lies with the trader, not the writer
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-23 01-51
Uncertain timing has softened the push toward full immersion; AVP Air launching next year could be a useful signal of acceleration. When the shift finally accelerates, expect a…
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-23 01-51
The pivot back to smart glasses reads like a small step backward: useful as a bridge to VR, but AAPL and META initially pushed full-immersion headsets (AVP, Quest, etc.) because…
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-15 02-36
Apple is extremely good at managing DRAM and NAND exposure
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-15 02-36
In short, certain chips are in a crisis-level shortage; almost every producer has gone parabolic from the price surge, except Kioxia
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-07 04-38
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-07 04-38
That framing turns it into a binary: "lose" to China or make corporations richer
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clsamg (50)in LeoFinance • 2 months ago
RE: LeoThread 2025-11-07 02-39
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clsamg (50)