SK hynix ADR: How High Can the Stock Go?
SK hynix lists a Nasdaq ADR as early as July. Via the TSMC mirror: how high the local shares can run, Korea vs US tax, the Kospi impact, and the real risks.
#Semiconductors
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Intel +97% vs AMD +28%: Who Wins the Next Leg?
Intel +97% against AMD +28% after earnings, decomposed with P/S normalization, SOTP, and a cycle-peak scorecard. Targets: INTC $104, AMD $413.
Is $130 Intel Really Cheaper Than $455 AMD?
Intel rose 97% and AMD 28% after earnings. A plain-English look at the two rivals, the 'AI inference needs CPUs too' story, and which one to buy.
The Two Faces of AI Investing: NVIDIA vs Palantir Deep Dive
Wall Street analysts' words and trades diverge by 67% to 88%. A data-driven case for caution on NVIDIA and for avoiding Palantir at current prices.