Transpacific Alchemist💱 | Lone Technomad | Ocean Lover | Dog Person | 90291 | Hecho en los 70s | Views Are My Own
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Joined February 2016
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how your revenge trading with 3x leveraged semi etfs went:
the confidence is high with this one 😭
Readers added context they thought people might want to know
The note saying this is Ai generated is partially correct. This is a real video but Ai has been used to replace the man in the original with a woman.
youtube.com/shorts/7Z-PPZO…
😂📉
Kioxia, a major Japanese NAND flash memory maker and $SNDK's longtime manufacturing joint-venture partner, issued its Q3 (Oct–Dec) outlook:
🔹 Revenue: $15.9B (Est. $18.6B) 🔴; +1% QoQ
🔹 Oper Profit: $12.7B (Est. $14.9B) 🔴
🔹 Net Profit: $8.6B (Est. $10.2B) 🔴
🔹 EPS: $5.41 (Est. $6.65) 🔴
🔹 9M: Oper Profit $33.4B / Net Profit $22.6B
🔸 Sees Q3 at about the Q2 level: data-center demand stays strong, but a stronger yen weighs (assumes ¥157/$ vs ¥161 in Q2)
😂
KIOXIA Q2 FY26 EARNINGS HIGHLIGHTS
🔹 Revenue: $15.77B (Est. $15.61B) 🟢; +453% YoY
🔹 Oper Profit: $12.68B (Est. $12.40B) 🟢
🔹 Net Profit: $8.62B (Est. $8.62B) 🟡; +3,234% YoY
🔹 EPS: $5.33 (Est. $5.48) 🔴; +3,237% YoY
🔹 Oper Margin: 80%; +8.6 ppts QoQ
🔹 QoQ: Revenue +40% / Oper Profit +57%
🔸 Quarter: July–September 2026
Q3 Guide (Oct–Dec):
🔹 Revenue: $15.9B (Est. $18.6B) 🔴; +1% QoQ
🔹 Oper Profit: $12.7B (Est. $14.9B) 🔴
🔹 Net Profit: $8.6B (Est. $10.2B) 🔴
🔹 EPS: $5.41 (Est. $6.65) 🔴
🔹 9M: Oper Profit $33.4B / Net Profit $22.6B
🔸 Sees Q3 at about the Q2 level: data-center demand stays strong, but a stronger yen weighs (assumes ¥157/$ vs ¥161 in Q2)
Revenue by Application:
🔹 SSD & Storage: $10.28B; +38% QoQ
🔹 Smart Devices: $5.02B; +50% QoQ
🔹 Other: $478M; +13% QoQ
🔸 Sharply higher average selling prices on generative-AI data-center demand, plus higher bit shipments
Shareholder Returns:
🔹 First Dividend: ¥90/share (~$0.57), pre-split
🔹 H1 Buybacks: $5.09B
🔹 New Policy: 100% of surplus cash to holders
🔸 First dividend since listing, payable Dec 8; policy = flexible buybacks + a progressive dividend while keeping net cash; 3-for-1 stock split effective Oct 1
Financials:
🔹 Cash: $8.89B
🔹 H1 Operating Cash Flow: $15.13B
🔹 Equity Ratio: 49.8%; +11.9 ppts vs March
FX used for USD conversion: $1 = ¥157.26 (mid-market; Oct 30, 2026)
Tan Tacito retweeted
Everyday is Zeroday
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
the dippity dip dip market has come back
let's celebrate life together 😎🔫
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
😎
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.
