Paradis Labs

The $SKHY $28.6 billion share buyback and cancellation is so bullish. Even more buybacks will happen in ~early Q4 IMO based on what SK Hynix management implies. EPS will inflect upwards and thus the share price is bound to follow off of depressed/cyclical valuations. Moreover,

Photonics notes after $LITE, $COHR, and $AAOI earnings: TLDR: Earnings were bullish for photonics. The entire sector is sold out and LTAs are removing cyclicality. 1. Everything is sold out Every single CEO highlighted that demand is strong and growing, with current

With the memory trade... Don't forget who had conviction and advocated for buying the bottom/dip while the whole of X capitulated over the weekend. $SNDK: +30% this week $DRAM: +17% Samsung: +16% $MU: +13% SK hynix: +12% Now, I wanted to emphasise that if names can go up 20%…

*BURRY: NEBIUS IS WHAT THE TOP OF A BOOM LOOKS LIKE Anyone else starting to feel sorry for him? $NBIS