Positive users praised KIS analysts and Substack influence on SK Hynix while negative users dismissed SemiAnalysis as irrelevant and warned of a retail-driven stock crash after the sell-off.
Based on 10 visible X reactions from 33 accounts; directional sample.
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Published answers will appear here.
@GavinSBaker @SemiAnalysis_ insane to see the power of substack and poasters nowadays wall street analysts still have power but really really cool to see another centre of power impact markets
@GavinSBaker @SemiAnalysis_ When I see this "Be Greedy when others are fearful" title, I knew it's a fukcing trap.
@GavinSBaker @SemiAnalysis_ They’re retarded and also long meta
@GavinSBaker @SemiAnalysis_ Thanks for sharing!
@GavinSBaker @SemiAnalysis_ insane to see the power of substack and poasters nowadays wall street analysts still have power but really really cool to see another centre of power impact markets
@GavinSBaker @SemiAnalysis_ When I see this "Be Greedy when others are fearful" title, I knew it's a fukcing trap.
@GavinSBaker @SemiAnalysis_ They’re retarded and also long meta
@GavinSBaker @PythiaR Are you a hallucinating AI?
Curious to see how many subs @SemiAnalysis_ has in South Korea and whether they are more or less respected there than KIS, whose spec sales note was apparently a contributing factor to last nights sell off. A modern day Clash of the Titans. Should know in a few hours! https://x.com/GavinSBaker/status/2076768217310122046/photo/1
It would be pretty funny if Hynix missed the quarter immediately after their $7b (or whatever it was) US ADR listing and super bullish roadshow where they made fun of Micron for agreeing to price ceilings in their LTAs. Semianalysis well above consensus for this Q, KIS spec sales evidently below. Time will tell!
Much stranger things have happened but would still be funny. Also the 1981 “Clash of the Titans” has aged really well even if the Kraken has not. https://x.com/GavinSBaker/status/2076770660680941750/photo/1
Positive users praised KIS analysts and Substack influence on SK Hynix while negative users dismissed SemiAnalysis as irrelevant and warned of a retail-driven stock crash after the sell-off.
Based on 10 visible X reactions from 33 accounts; directional sample.
Ask a question below.
Published answers will appear here.
Curious to see how many subs @SemiAnalysis_ has in South Korea and whether they are more or less respected there than KIS, whose spec sales note was apparently a contributing factor to last nights sell off. A modern day Clash of the Titans. Should know in a few hours! https://x.com/GavinSBaker/status/2076768217310122046/photo/1
It would be pretty funny if Hynix missed the quarter immediately after their $7b (or whatever it was) US ADR listing and super bullish roadshow where they made fun of Micron for agreeing to price ceilings in their LTAs. Semianalysis well above consensus for this Q, KIS spec sales evidently below. Time will tell!