What they post about
The account focuses on technology-related topics, particularly within the realm of otaku culture. It frequently discusses developments related to major tech companies like Apple and SK Hynix, including product releases and financial news. The account also emphasizes the importance of conducting personal research before making investment decisions. Overall, it caters to tech enthusiasts interested in the latest industry trends and innovations.
Recent posts
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Investor Clarifies Samsung and SK Hynix Valuations
Responding to another user, the poster says Samsung and SK Hynix are moving closer to a price-to-book ratio of one, not trading there already. The cited ratios are 1.36 and 1.47, respectively.
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Poster Says Earlier Claim Is Already Outdated
The author acknowledges that an earlier post had lost its validity by the time it was published, without explaining what changed.
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Shanghai Investors Question the Next Phase of AI
After a Shanghai field trip, the author reports unexpectedly bearish sentiment among Greater China investors. Concerns centered on falling AI and memory stocks, uncertainty over future capital spending and doubts about what could drive AI revenue after coding tools.
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Post Shares Link Without Additional Context
The post contains only a link and provides no details about its destination or subject.
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Post Claims SK Hynix Is Exploring Intel Ohio Deal
A post claims SK Hynix is in talks to lease part of Intel’s Ohio chip plant or form a joint venture with Intel and major U.S. cloud companies. It also says the facility has approval to manufacture memory chips.
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