Video explainer: @SKhynix just posted an 80% operating margin and says its AI memory is basically sold out through 2029 🤯
@SKhynix just posted an 80% operating margin and says its AI memory is basically sold out through 2029 🤯
Q3 revenue about $79B (up 328%) and operating profit about $62B. Both beat. Stock up almost 11% in Seoul and the Kospi jumped over 6%.
I think the sold out line matters more than the beat. But @Samsung and @MicronTech are chasing the same HBM money so I'd watch pricing once new supply lands. $SKHY
Is memory still a boom and bust trade or a locked in shortage now?
Not financial advice
The SK Hynix quarter in 3 pictures. Sold out through 2029 or peak cycle? 👇
Sources: www.skhynix.com · news.skhynix.com · www.cnbc.com · www.koreajoongangdaily.com · www.mt.co.kr · en.sedaily.com
Not financial advice. For informational and educational purposes only.
Booking Holdings ($BKNG): buy now, add down to $135, long term
$BKNG: I think this is a buy right here. 15% below its 200-day 17x earnings vs a ~40x 5-yr avg $9.5B of free cash flow in a year I think AI agents need its hotels and payments more than it needs them.
Wendy's jumps 15% as Peltz's Trian offers ~$1.4B to take chain private
Wendy's (NASDAQ: WEN) shares jumped about 15% after the Wall Street Journal reported Nelson Peltz's…
Free-cash-flow margins across the largest tech names now span 82 points, from Nvidia at 41.92% to Oracle at -40.01%, as capital intensity divides the group.
Trailing-twelve-month free-cash-flow margins across the ten largest technology names now span 82 points, from Nvidia at 41.92% to Oracle at -40.01%. The dividing line is no longer sector affiliation. It is capital intensity: how much of each dollar of revenue is being poured back into AI infrastructure.
$PLTR · Technology · Q3 Report Ahead
Palantir closed at $198.73, a $457B market cap, and sits about 0.6% lower in pre-market trading.
Palantir closed at $198.73, a $457B market cap, and sits about 0.6% lower in pre-market trading. Its 52-week range runs from $106.37 to $212.94. Q3 results land November 2 after the close; consensus looks for about $2.18B in revenue and $0.41 in EPS.