During the dotcom bubble, Sun Microsystem Price to Sales was 10
Sun Microsystems' CEO looked back at his own stock trading at 10x sales during the bubble.
He walked through the math: at that price, he'd need to pay out every dollar of revenue for a decade, with zero costs, zero
Is South Korea such a vassal state of the USA?
The U.S. government is proposing that South Korea buy a stake in Westinghouse Electric Company
my mom has been a kepco shareholder for almost a decade, and this deal smells like a forced geopolitical marriage. Washington gets
The chip war is heating up. I had dinner with some Korean 🇰🇷🥩 industry practitioners and here are their thoughts and who which stock will pump/dump
Vertical stacking through zHBM architecture introduces significant thermal dissipation challenges directly above the compute
I grew up under a state of war against North Korea.
When American carrier presence drops in East Asia, Allied security guarantees erode in real time. Regional fear rises immediately, and fear changes market capital flows overnight
First order effect: South Korea can no longer
Buying a global tech giant at less than 4x operating earnings while 60% of its market value is backed by pure cash is the single rarest setup in mega-cap value investing today
I spent this summe studying supply chain shifts, and $PDD is building an asymmetric fortress that Wall
the largest shareholder return policy in Korea is taken negatively by the market because of the capex that it implies
The aftermarket drop 4% after revealing a massive ₩90–110 trillion capital distribution plan.
Speculators panicked because capping payouts at 50% of free cash
Investors claim a 100 trillion won dividend payout signals ultimate financial health for Samsung Electronics $005930, but draining this massive cash reserve directly threatens the domestic chip supply chain in exchange for a longer super cycle
Diverting 100 trillion won to
Gold did a 3.5% daily move. Digital assets treasury and crypto stalwarts such as $MSTR, $BMNR, $COIN, and $CRCL all doing very well on the day that the treasury announced it will double its buyback cap on long-dated bonds to at least $4 billion per operation.
The government
