youtu.be/6tE13ZcivDI?si=JNqb…
great insight video on SK Hynix US listing
SK Hynix US Listing — Breakdown
1. Why list in the US
•SK Hynix, until now confined to the Korean market, is filing for a Level 3 ADR listing to tap US pension funds and institutional capital directly
•The move targets the Korea discount: normalizing its depressed PER versus global semiconductor peers and triggering a re-rating
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• MSCI catalyst: A successful US listing could lift confidence in the Korean market overall and accelerate MSCI developed-market index inclusion
3.For investors
• The 2–3% dilution from new share issuance is a short-term negative, but to defend SK Square’s control, aggressive shareholder returns — record dividends or buyback-and-cancel programs — are likely to come alongside it
• For short-term traders this is a high-uncertainty zone; for those betting on the long-term winners of AI semiconductors, it could be a once-in-a cycle “value-up” opportunity.
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2. Four interlocking pieces of the strategy
•EUV lock-in: A roughly ₩11.9T contract with ASML secures next-gen process technology ahead of rivals
•Indiana packaging plant: A ~₩6T US fab investment that cements the Nvidia partnership with on-shore production
•Tariff shield: Combining US investment with a US listing builds a buffer against potential Trump-era tariff pressure
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Q retweeted
Jun 1
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.
Pending completion of SEC review, this gives us the option to pursue an initial public offering.
Read more: anthropic.com/news/confident…
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Thanks for the warm-up, @MichaelDell. 💚
We can't wait for you to see what we have planned for tomorrow.
May 31
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May 31
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May 20
BREAKING: Nvidia, $NVDA, says they expect to bring in $91 billion of revenue next quarter
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Q retweeted
May 20
BREAKING: Nvidia $NVDA increases their shareholder dividend 2,400% after their earnings beat.
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most tested/measured unc in the world
May 12
This is it.
Everything learned spending millions on longevity.
From: Your Immortal Unc and Auntie.
To: Our Immortal nieces and nephews.
0. Sleep is the world's most powerful drug.
1. Be in your bed for 8 hours
2. Same bedtime every night, any time before midnight
3. Don’t eat right before bed
4. Calm foods for dinner
5. No screens 1 hour before bed
6. Avoid added sugar (be aware it’s in everything)
7. Avoid all things in an American convenience store
8. Avoid fried foods
9. Shoes off at the door
10. Eat whole foods, particularly veggies fruits nuts legumes berries
11. Walk a little after meals or air squats
12. Get your heart rate high routinely
13. Lift heavy things
14. Stretch daily
15. Water pik, floss, brush, tongue scrape, morning and night
16. Make an effort to drink water
17. Get sunlight when you wake up (UV is low)
18. Protect skin in midday sun
19. Stand up straight
20. See at least one friend once a week
21. Avoid plastic where you can (in all things)
22. Circulate air in rooms
23. When stressed, breathe, learn to calm your body
24. Go to the dentist
25. Avoid sitting for long times
26. Protect your hearing, the world is too loud
27. Alcohol is bad for you
28. Finish coffee before noon
29. Avoid bright lights after sunset
30. If obese, look into a GLP
31. Sleep in a cold room
32. Texting while driving is dangerous
33. Turn off all notifications
34. Limit social media use
35. Don’t smoke anything
36. If you struggle to sleep, read a physical book before bed
37. 1 hour before bed have a calm wind down routine: bath, read, light walk, listen to music
38. The body is a clock and loves routine. Have a daily morning and evening schedule.
39. Avoid long distance travel where you can
40. Baby steps first: incorporate new things slowly
41. Do less… most things don’t work.
Bonus points if you get your blood checked.
Start here, it will change your life.
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