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Micron Buyback: What UBS Actually Said, and Why It Sent the Stock Higher
Headlines have been flying around about a Micron buyback, and I want to clear something up first: Micron has not…
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AI Memory Shortage Explained: The Simple Math Behind the Squeeze
Everyone says “AI is causing a memory shortage.” But why, exactly? The AI memory shortage isn’t a vague supply-chain complaint…
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Memory Shortage: Why My Micron Dividend Landed on the Day the Cycle Turned
Today, two things happened at once. My memory shortage thesis got a real-world jolt of confirmation — Micron surged 12%,…
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If AI Demand Is So Strong, Why Are Memory Stocks Crashing? My Answer as a Holder
It is one of the most frustrating paradoxes in today’s stock market: AI hyperscaler spending is hitting record highs, High-Bandwidth…
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If AI Demand Is So Strong, Why Are Memory Stocks Crashing? My Answer as a Holder
I’m not writing about this crash from the sidelines. Memory stocks crashing is my daily reality right now — I…
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Samsung vs SK Hynix Earnings: Why ₩60 Trillion Fell and ₩89 Trillion Rose
Yesterday I sat through SK Hynix’s earnings call feeling frustrated. The company posted ₩60 trillion in operating profit — a…
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KOSPI Volatility Is Breaking Records — And That’s the Real Problem
Another day, another sell-side sidecar. This morning Samsung Electronics and SK Hynix both plunged, the KOSPI cratered, and trading curbs…
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Nvidia Naver Stake: Why Jensen Huang Just Became Naver’s 3rd-Largest Shareholder
Nvidia doesn’t usually buy equity stakes in foreign internet companies. So when news broke today that the Nvidia Naver stake…
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Covered Call ETF Distribution: Why Mine Went Down While the Rate Went Up
This month, my covered call ETF distribution did something that shouldn’t be possible at first glance. The payout from my…
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Naver vs Coupang: What My AGV Project Taught Me About Who Wins
Naver vs Coupang has quietly become one of the most interesting corporate rivalries in Korea, and I have a personal…
