#semiconductor

Ninety-six point two billion dollars. That is what Nvidia reported as quarter...

Date: August 26, 2026 By: Alexander Davis, Data Scientist at Dune Analytics T...

Chasing Shadows in the Algorithmic Dark: Jane Street's SanDisk Bet and the AI...

The Philadelphia Semiconductor Index fell 4% on August 24, 2025. That is the...

The market narrative frames AMD's $10 billion-plus investment in Taiwan as a...

The stack overflows, but the theory holds. On August 20, 2024, the KOSPI open...

Over the past 48 hours, the semiconductor ETF (SMH) shed 4%, vaporizing $120...

Gas is the toll for chaos. Liquidity dries up when fear sets in. Code is law,...

Fact: SK Hynix trades at 5 times earnings despite a 257% revenue surge. That ...

State root mismatch. Trust updated. Sum of parts: a hedge fund selling a...

When SoftBank Group filed its quarterly holdings update in late 2025, the...

The filing hit the SEC at 5:02 PM EST. SoftBank Group reduced its TSMC stake ...

The ledger shows an exit. On August 15, the SEC filing revealed SoftBank Grou...

The narrative fabric of the semiconductor world is woven with capital flows,...

The ledger was clean, but the vision was fragile. Moore Threads, a Chinese GP...

We mined the silence in Lagos to find the signal. I watched the Shanghai Stoc...

The number hit the wire at 9:41 AM Brussels time. Olix, a European...

Over the past 60 days, the rolling correlation between South Korea’s KOSPI an...

The screens in my Hong Kong office glow with the same quiet blue they always...

South Korea's Financial Services Commission just did something unprecedented....

The ledger remembers what the mind forgets. When the SK Hynix 2x Leveraged ET...

Truth is not given, it is verified. That principle is the bedrock of every...

I didn't short AMD last week. I should have. The spread wasn't wide enough to...

Hook: The Signal from the Supply Chain On July 6th, a single statement from...

On July 6, 2025, SK Hynix filed for a US IPO expecting $28 billion in net...