Wondering why memory chips stocks are exploding? A quarter of the BOM (Bill of Materials) of the hyperscalers is going to memory, up from 7%.
Good thing hyperscalers are printing cash... Source: zerohedge
SK Hynix has officially joined the $1 TRILLION club.
Shares jumped 11% today, pushing the company’s market capitalization to a record ₩1,624 TRILLION ($1.08 TRILLION). Just one month ago, SK Hynix was worth around $600 BILLION, adding $480 BILLION market value in just 30 DAYS. The stock is now up roughly 240% in 2026 alone. SK Hynix posted record numbers, Q1 2026 revenue ₩52.6 trillion ($36 billion) with Operating profit of ₩37.6 trillion ($27 billion). SK Hynix has become one of the biggest winners of the AI era as demand for HBM chips used in Nvidia AI GPUs keeps surging. Source: Bull Theory
The number of tokens processed per quarter has grown by about 17,000x over four years.
Chinese domestic demand accounts for most of that growth. Source: Azeem Azhar
Semiconductors index $SOX keeps marching higher without its general.
We have not seen such a wide divergence between SOX and hashtag#nvidia $NVDA in quite some time. Is NVDA quietly becoming the main funding source for the latest semis upside panic? Source: TME
Only 60 million people on earth (1.6% of adults) have a net worth over $1 million.
Those 60M people hold 48% of all global wealth. The bottom 1.55 billion hold 0.6%. Source: UBS Global Wealth Report 2025 Frank Chaparro @fintechfrank
If you invested $100,000 into Zoom $ZM at the peak of the pandemic hype in 2020, you would have less than $12,000 left today.
The stock crashed over -88%, eroding nearly $130 BILLION in market value as the work from home bubble collapsed. Source: Bull Theory
US futures hit a new ALL TIME HIGH after Washington Post confirmed a US-Iran ceasefire framework for 60 days.
Dow Jones is up +0.91% hitting 51,211. S&P500 is up +0.95% hitting 7,569. Nasdaq is up +1.35% hitting 29,995. Russell is up +1.57% hitting 2,922. Source: Bull Theory
TRUMP JUST PUBLISHED THE EXACT LIST OF COUNTRIES REQUIRED TO JOIN THE ABRAHAM ACCORDS AS THE PRICE OF ANY IRAN PEACE DEAL
A proposed geopolitical framework reportedly backed by Donald Trump would require nine Middle Eastern nations to simultaneously sign or support the Abraham Accords, with no exceptions allowed. Saudi Arabia, Qatar, Pakistan, Türkiye, Egypt, and Jordan would all need to formally normalize relations with Israel, while the UAE and Bahrain would reinforce the coalition as existing members. Iran was reportedly offered the possibility to join under the condition of recognizing Israel, otherwise remaining isolated and in conflict. The proposal emphasizes that the agreement must happen collectively or fail entirely. Supporters see it as an attempt to reshape regional alliances, while critics view it as highly unrealistic given current tensions and political divisions. Source: Roland Carter
