In this section, I will have articles about the stock market and cryptocurrencies.
11 Aug 2026 1 minute read 0 comments Perfectionist25
Normally, Amkor is the biggest player in the Made in USA 2.5D middleware technology field. Apple's production needs in Arizona will be met by Amkor; this includes TSMC, Avgo, and Nvidia. As these companies scale up, the company will be in a very good...
10 Aug 2026 3 minute read 1 comment Perfectionist25
The global semiconductor industry was shaken by a striking report shared by The Information. The news that Shanghai Yuliangsheng Technology, a Chinese government-backed company, had begun mass production of domestically developed immersion DUV lithog...
7 Aug 2026 4 minute read 0 comments Perfectionist25
The rapid proliferation of artificial intelligence (AI) applications is increasing electricity demand through both large-scale model training and continuously running inference services. There is intense debate in the US about the scale and urgency o...
4 Aug 2026 2 minute read 0 comments Perfectionist25
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
2 Aug 2026 1 minute read 0 comments Perfectionist25
In a note they published, Stifel analysts stated that increasingly sophisticated AI models will accelerate the demand for advanced security software. Stifel said this incident demonstrates how rapidly frontier AI models are advancing in offensive cyb...
1 Aug 2026 1 minute read 0 comments Perfectionist25
After considering timing strategies in stock investing, another important issue to consider is risk management and portfolio diversification. These two elements can help investors achieve their financial goals while also minimizing potential losses....
31 Jul 2026 1 minute read 0 comments Perfectionist25
Chevron has been increasing its dividend for 39 consecutive years. This period has seen four recessions, major oil price crashes, and numerous Middle East crises. But $CVX hasn't stopped its dividend increase. So how does an oil company achieve this?...
29 Jul 2026 1 minute read 0 comments Perfectionist25
1. South Korea and Margin CallThe sharp movements in futures and options trading in South Korea have begun to deplete investors' margin accounts. Currently, this is a serious situation affecting approximately 3-3.5% of the population. 2. Technical Br...
28 Jul 2026 1 minute read 0 comments Perfectionist25
📌 TeraWulf has signed a 20-year data center agreement with Anthropic, projecting approximately $19 billion in revenue. 📌 The Kentucky campus will have a capacity of approximately 401 MW. Initial deliveries are expected to begin in the second half o...
27 Jul 2026 2 minute read 0 comments Perfectionist25
1. Interconnect Technologies (Interconnect / Connectivity) High-speed connectivity (optical + electrical) between GPUs in AI data centers. • $ALAB Astera Labs: Leader in PCIe retimers and CXL, very strong in AI servers.• $MRVL Marvell Technology: One...
