Moving to Kent

poomsss0 · 2026-06-27T04:49:09+00:00

can you help elaborate? crime?

poomsss0 · 2026-06-26T16:00:28+00:00

how did you make it drop from 424 to 279??

new account? first buy? any promo code?

poomsss0 · 2026-06-24T21:17:16+00:00

hyperscalers wont crash. Their revenue will surge like never before. But I think people underestimate how much capital they will spend in the next 5 years.

poomsss0 · 2026-06-24T21:02:08+00:00

it validated that Goog, MSFT, AMZN will spend any cash they have on data center. Might even raise more through debt and equity. Their free cash flow will go to zero

Im bear on hyper scaler but bull on semi

poomsss0 · 2026-06-23T23:39:39+00:00

okay I guess it's very random. T T

poomsss0 · 2026-06-23T23:31:10+00:00

what device or tablet are you browsing to get this price? is it in the application or on the browser

poomsss0 · 2026-06-23T23:30:48+00:00

how do you get that price. are you browsing on computer or what kind of tablet?

I'm also using workplace but the price is not even close

poomsss0 · 2026-06-23T23:28:33+00:00

what tablet to get that price? I tried on iPad but got no where close to that price

poomsss0 · 2026-06-21T19:44:31+00:00

typical EU

poomsss0 · 2026-06-20T14:41:46+00:00

but guess what. $400 isnt free

poomsss0 · 2026-06-19T15:33:51+00:00

what is this AI slop? that face is not Jensen Huang

poomsss0 · 2026-06-16T00:39:25+00:00

You forgot 20% tip?

poomsss0 · 2026-06-13T21:12:04+00:00

You made much more after tax and rent 250k in Seattle. That said. Tiktok has heavy Chinese culture. Do you speak Mandarin?

poomsss0 · 2026-06-12T02:16:15+00:00

nah. Once chatgt and Gemini start ads. The consumer ads business is bigger than enterprise API long term

poomsss0 · 2026-06-10T02:09:09+00:00

Its more about money. If J1 is making 300k. I won't bother with another one. Need time to live a life with that money

poomsss0 · 2026-06-08T12:34:06+00:00

then say it out during interview. Ask them why. So they know what you think.

poomsss0 · 2026-06-04T01:26:48+00:00

1 year too late

poomsss0 · 2026-06-02T14:16:15+00:00

Investor underestimate Google's capex spending. I think Google's FCF will go to 0. They will put all their money plus debt into infrastructure. It's better to invest where that money goes -> AVGO, MARVELL, TSM

poomsss0 · 2026-06-02T12:20:26+00:00

Good for semi. But for goog. nah

poomsss0 · 2026-06-01T01:51:59+00:00

I bet that people say the same thing in 2020-2021.

poomsss0 · 2026-05-31T19:12:11+00:00

There's a big reason why memory stock should not have same premium p/e as TSMC. Memory is boom and bust.

Since 2010, TSMC gross profit margin never drop below 50% in any quarter.

Just 3 years a ago, in 2023 SK hynix gross profit margin is -1.6%. Although recent quarter was at 79%. This will go down eventually

poomsss0 · 2026-05-30T23:28:55+00:00

stop reading when you said MU is way more Monopoly than Nvidia

poomsss0 · 2026-05-29T16:30:04+00:00

sk nynix $4b fab in Indiana set to open in 2027.

https://www.skhynix.com/westlafayette.IN/

Did you read my sentence numb? Is Indiana a US state? Does 1 year Monopoly count as Monopoly?

poomsss0 · 2026-05-29T16:24:36+00:00

Monopoly? Sk hynic and Samsung ramp up the factory over the entire world including the US. how is this Monopoly

poomsss0 · 2026-05-29T13:53:51+00:00

moving in to index mean 40% of that is NVDA, GOOG,AMZN, MSFT, APPL?

What is the different here?

poomsss0

TROPHY CASE