Latest posts from @nft_hu on X (Twitter)
TG channel: t.me/fionasdailynews
What they post about
The account focuses on in-depth analysis of the Korean stock market, particularly in the semiconductor industry. It discusses investment strategies related to memory chips and provides insights into financial reporting from major companies like SK Hynix and Samsung. Additionally, the account explores the business models of tech giants such as Meta, especially in relation to AI and computing power. Overall, it reflects on market sentiments and trends affecting these sectors.
Recent posts
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AMD Q3 Results Beat Revenue and Earnings Estimates
A reposted earnings snapshot says AMD reported third-quarter 2026 revenue of $13.40 billion, above the $13.09 billion estimate and up 45% year over year. Adjusted earnings per share reached $2.09, topping the $1.95 estimate and rising 74% from a year earlier.
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Commenter Questions Supply After Potential Acquisition
A commenter raises a concern that an acquisition might still leave the company unable to meet demand. The brief post does not identify the companies or provide further details.
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Stock-Funded Deals Draw Comparison to Dot-Com Era
A post compares a current acquisition discussion with eBay’s 2002 all-stock purchase of PayPal, noting that eBay shares fell after the announcement amid concerns about dilution and integration. The writer says stock-funded technology deals were common during the dot-com era, while stopping short of predicting a similar crisis.
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Why Lumentum Could Strengthen Marvell’s AI Optics Strategy
A post argues that Lumentum’s lasers, optical modules, switching technology and indium phosphide manufacturing could complement Marvell’s chips and silicon photonics as AI data centers shift toward optical connections. The writer says a combination could improve product integration and competitiveness, but would carry substantial risk.
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Marvell–Lumentum Deal Draws Scrutiny After Share Declines
A post attributes declines in Marvell and Lumentum shares to concerns about a proposed all-stock acquisition, including dilution, valuation and integration risks. It cites a proposed exchange of 4.5 Marvell shares for each Lumentum share and says the deal would still require shareholder and regulatory approvals. The figures and deal status are presented as the author’s account.
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