Manu retweeted
si, es culpa tuya por no organizarte y dejar que otros hagan política por ti. Pero eso no es lo peor, lo peor de tu caso es criticar a quien si se organiza y protesta para cambiar las cosas, que lo de no organizarse es normal en una sociedad capitalista lobotomizada
Manu retweeted
El gobierno interviniendo en el mercado para que los consumidores paguen más.
ÚLTIMA HORA | El Gobierno decreta la retirada de aceite de oliva del mercado por primera vez para evitar un desplome de precios eldiario.es/economia/gobiern…
Manu retweeted
☀️ Buenos Días España.
🆕 Desalojada la acampada de la Puerta del Sol.
💪 Enhorabuena a todos los compañeros de la Policía Nacional que han participado en el operativo.
⚠️ Esperemos que ahora no pretendan desviar la atención con una cortina de humo, poniendo el foco sobre la Policía. El desalojo llega demasiado tarde y, a estas alturas, parece responder más a intereses políticos y a la necesidad de desviar la atención mediática que a una verdadera voluntad de actuar.
Manu retweeted
Hace muchos cientos de años, España se defendía de los musulmanes con murallas de piedra. Es una locura lo que se hacía para defender una ciudad.
Obras faraónicas que valieron para evitar una invasión, construidas sin tecnología, a mano.
Sin embargo, hoy en día en la era de la tecnología, la frontera y la dignidad se defienden con unas boyas espectacularmente ridículas.
Sí, hoy en día tenemos inteligencia artificial que es la pera limonera, pero la inteligencia humana se ha perdido por completo, y tiene pinta de que no volverá.
Que cada uno saque sus propias conclusiones.
Manu retweeted
Hola @guardiacivil, ciertas personas que se hacen llamar influencers, están mostrándose en redes sociales conduciendo y manipulando el móvil o en el coche sin el cinturón de seguridad.
Por poner un ejemplo, la señorita @LauraEscanes en este vídeo se ve claramente como conduce y manipula el móvil mientras se graba. También va en el asiento de atrás sin cinturón, atado y ella sentada encima para que no pite el coche por no llevarlo. youtu.be/CK9hegSIsU0
Tiene millones de seguidores y está “influenciando” a personas.
No es la única, muchas van grabándose mientras conducen, mirando al móvil continuamente y tocándolo.
Sinceramente, a mi parecer, no son buenas influencias el tener esas conductas en la carretera.
Manu retweeted
Starlink Mobile is providing free connectivity to @orange_es and @Telefonica customers affected by the devastating train collision in Spain. Families, communities, and businesses with compatible LTE phones can stay connected via apps and texts even when cell towers are down 🛰️📱
Manu retweeted
El contrato principal para renovar la señalización e implantar el ERTMS (sustituyendo el LZB) en la línea Madrid-Sevilla se adjudicó en 2021 a Thales por 93,8 millones de euros (IVA incluido), financiado con fondos Next Generation EU. Forma parte de un programa más amplio de modernización de unos 700-780 millones, pero no hay cifra pública exacta de cuánto se ha desembolsado solo para esa sustitución.
Manu retweeted
AMD market cap is 25% bigger than SK Hynix
SK Hynix operating income is 20x bigger than AMD operating income.
Is this what they can an efficient market? 😂
SK Hynix crushed it!!!
Q3 revenues of $78.9B vs $74.8B est
Q3 revenues up +328% YoY
Q3 revenues up 32% QoQ
Q3 operating income of $62.8B vs $58.5B est
Q3 operating income up +632% YoY
Q3 operating margins of 79.7% vs 78.2% est
Q3 operating income up 38% QoQ
- will return at least $75B to shareholders in CY2026 through buybacks and dividends, fwiw 'm expecting this number to be $150B in CY2027
- LTAs signed with 14 key customers including all major hyperscalers on 5+ year terms
- expect demand to outpace supply through 2030
Just an insane quarter from SK Hynix... now that Q3 is in the rear view mirror, the stock is officially trading below 3x NTM EPS which is just absurd.
I'm not sure what the stock does tonight on the Kospi but I'll sleep good tonight after this report.
LONG MEMORY STOCKS!!!!!!!!!!!!!
$SKHY $000660.ks
Manu retweeted
Horrible gestión del COVID - 2020
Subida descontrolada de la luz - 2021
Inflación de la cesta de la compra - 2022
Escándalo del caso Koldo y Abalos - 2024
Desgracia de la DANA de Valencia - 2024
Apagón eléctrico masivo en España - 2025
Mala gestión en incendios forestales-2025
Aumento de la inmigración irregular - 2025
Amaño de Santos Cerdan - 2025
Tragedia ferroviaria de Adamuz - 2026
Tragedia ferroviaria de Gelida - 2026
Tragedia ferroviaria de Toledo - 2026
Vivienda inaccesible - 2020-2026
Listas de esperar interminables para la sanidad pública - 2024-2026
Me parece surrealista que si criticas algo sobre esto te llamen facha
Manu retweeted
WOW! $SKHY just crushed it!!!
Revenue came in at $78.9bn against $74.8bn expected, and operating profit at $62.8bn against $58.5bn. That's an 80% operating margin for a freaking memory company. Memory prices didn't cool off either…DRAM was up 28% and NAND 25% in a single quarter.
The biggest number in the release isn't a beat imo though. SK hynix signed five year agreements with 14 major customers, covering more than half of its capacity for 2027 and 2028. Remember the debate we wrote about last week, that memory stocks always peak when price growth peaks.
When customers lock in supply five years out, they're telling you they can't get enough. Memory has stopped behaving like a cycle and started behaving like infrastructure.
The guide backs it up too fellas.
Q4 DRAM shipments are up 25% from Q3, and 2027 DRAM demand is up 25% year over year. Add $86.3bn of cash and the shareholder return question takes care of itself.
The memory king just got stronger. PT $400. Overweight. Limit up!!
SK hynix, $SKHY reports earnings tonight. The Street expects operating profit of ~₩77tn on margins near 80%. A year ago it was ₩11.4tn. That’s nearly 7x in twelve months (unreal growth btw).
The reason is HBM. Every Nvidia GPU needs it, SK hynix has about half the market and it’s first in line for HBM4 on Vera Rubin. Memory prices are still rising across the board DRAM up ~22% and NAND ~15% last quarter. The beat is mostly priced in. What moves the stock is what mgmt says about 2027 pricing and HBM4 volumes. PT $400. Overweight.
Manu retweeted
SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY
🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY
🔹 Oper Margin: 80%; +3,300 bps YoY; record high
🔹 QoQ: Revenue +32% / Oper Profit +38%
Q4 Guide:
🔹 DRAM Bit Growth: Mid-20% QoQ
🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm
Q3 Pricing & Volume:
🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ
🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ
Profitability:
🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢
🔹 EBITDA: $66.1B; 84% margin; +486% YoY
🔹 EPS: $41.07; +205% YoY
Financials:
🔹 Cash: $86.3B; +311% YoY
🔹 Interest-Bearing Debt: $11.9B; -34% YoY
🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY
🔹 Operating Cash Flow: $41.3B; +281% YoY
🔹 Total Assets: $295.5B
2027 Market Outlook:
🔹 DRAM Demand Bit Growth: +mid-20% YoY
🔹 NAND Demand Bit Growth: +high-teens% YoY
🔹 2027 CapEx: To rise significantly vs 2026
🔸 Memory demand expected to outpace supply through 2030
Product & Technology:
🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4
🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully
🔹 M15X: Ramp-up accelerating to full capacity by end-2026
🔹 321L NAND: Over 50% of domestic capacity in Q4
Business Highlights:
🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured
🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains
🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation
🔸 Quarterly revenue topped ₩100T for the first time
Note:
🔹 Net Profit: $30.0B; +216% YoY
🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened
FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)
Manu retweeted
Scenarios for SK Hynix:
🟢Bull Case — "AI Super-Cycle Sustains":
Revenue 2027E: KRW 650T
EBITDA Margin: 72%
Net Margin: 55%
Net Income: KRW 357.5T
🔵 Base Case — "Consensus Materializes":
Revenue 2027E: KRW 535T (consensus)
EBITDA Margin: 65%
Net Margin: 48%
Net Income: KRW 256.8T
🟡 Bear Case — "Cycle Turns, HBM Competition Intensifies":
Revenue 2027E: KRW 350T
EBITDA Margin: 45%
Net Margin: 30%
Net Income: KRW 105T
🔴 Stress Case — "Demand Collapse + China Disruption"
Revenue 2027E: KRW 180T
EBITDA Margin: 20%
Net Margin: 8%
Net Income: KRW 14.4T
Manu retweeted
Silly analysis.
Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms.
Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
