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Published 19 May 2026, 18:25 UTC · fetched 20 Oct 2026, 08:29 UTC
kook
@KookCapitalLLC
Quoting · 19 May 2026, 17:15 UTC · context given to the AI
bros... https://t.co/hVrkplXJ5U https://t.co/RKaJaGuHGxsk hynix controls 70% of hbm supply building for intelligence reqs hbm there is infinite demand for intelligence (the only thing in human history w infinite demand) sk hynix will keep going up until we solve the 'need memory' problem (years away) buy or cope $hy9h https://t.co/Zmo77ZTdsNView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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