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Joined December 2010
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We've reimagined Smartkarma for the AI era, building on what has always been at our core: 𝗜𝗱𝗲𝗮𝘀. 𝗗𝗮𝘁𝗮. 𝗣𝗲𝗼𝗽𝗹𝗲.
A completely redesigned platform bringing together original investment insights, specialist alternative data and human expertise, all connected by AI and grounded in research.
See it for yourself: smartkarma.com/dashboard
Hate to say it... CZ is right...
Binance Founder, CZ, issues big WARNING.
"If a crypto exchange can be hacked, banks are in a worse position."
"This is not just a #crypto problem. This is actually a much wider information security problem."
% of Pairwise Correlations in S&P 500 #chartoftheday (via @dailychartbook)
"There are 124,750 possible pairs of companies within the S&P, and at present 40% are negatively correlated. That's a lot".
Smartkarma retweeted
We've reimagined Smartkarma for the AI era, building on what has always been at our core: 𝗜𝗱𝗲𝗮𝘀. 𝗗𝗮𝘁𝗮. 𝗣𝗲𝗼𝗽𝗹𝗲.
A completely redesigned platform bringing together original investment insights, specialist alternative data and human expertise, all connected by AI and grounded in research.
See it for yourself: smartkarma.com/dashboard
Apple’s ($AAPL) comments on memory prices have pushed the narrative that the entire sector is seeing broad-based margin expansion.
Looking past the headline print, the underlying tape shows a clear divergence:
DRAM and NAND dynamics have split, and supply discipline among Korean producers is beginning to show friction.
Here is what local channel checks in Seoul are pointing to:
How the divergence sets up moving forward:
• SK Hynix ($000660): Product mix remains skewed toward premium HBM nodes, limiting direct exposure to potential legacy pricing weakness.
• Cloud & Enterprise Buyers: Increased standard DRAM volume could help moderate overall memory bill-of-materials costs on general-purpose servers.
• Hardware OEMs: Still face elevated component costs for high-density configurations without clear consumer pricing power to pass it on.
Memory is no longer a uniform trade.
@MikeFritzell has been highlighting some single stock ideas on the theme as well in his recent write-ups.
For Subs: Sanghyun Park’s full analysis on Samsung’s supply posture and SK Hynix’s strategic response:
smartkarma.com/insights/sams…
Micron ($MU) and semiconductor search volume YoY vs share price.
Remarkably similar to the Labubu and PopMart chart last year.
Modern Dental (3600.HK) has zero sell-side coverage, but a few good accounts like @ReturnsJourney @GlobalStockPick and @GlobalValue17 have talked about it.
The issue with unloved HK small caps is that until brokers care, you're mostly guessing on management's roadmap.
Smartkarma insight provider Sameer Taneja just got on a call with management to get the actual ground reality:
What overseas lab demand really looks like (Europe vs North America)
What they plan to do with the cash pile (buybacks vs dividends vs bolt-ons)
Whether digital scanning adoption is expanding margins or getting competed away
For subs: smartkarma.com/insights/mode…
How does one permanently purge the "10 SEO hacks that feel illegal to know" garbage from their feed? I follow zero of these accounts.
If your "For You" tab is suffocating under recycled threads, here is the mute list that actually cleans it up:
Settings → Privacy & Safety → Mute and block → Muted words:
• "feel illegal to know"
• "SEO hack"
• "ranking factor"
• "before it gets deleted"
• "steal my"
Set duration to "Forever" and mute notifications from non-followers.
The algorithm treats hate-reading as interest. Stop pausing on them, block on sight, and hit "Not interested in this post" three times in a row to reset the cluster.
🚨 It is time for Smartkarma's Weekly Review
(Don't forget to share)
1. Forward P/E: S&P 500 vs S&P 500 IT (via @AugurInfinity)
