John Coogan
Verified record/TRACE receipts
Score56W·L2·1Win67%
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Speaker record
SKHY/long/tbpn
Memory chipmaker just IPO'd at a trillion-dollar cap on AI demand and its home shares are up 600% in a year
The company's American Depository Receipts opened. The ADR shares opened at one seventy fourteen percent above the one forty nine they were offered at, giving XSK Hynix a market cap of roughly one point zero three.
Peak+13.1%
SONO/long/tbpn
Sonos slims to a lean acquisition target with a huge installed speaker base an AI buyer would covet.
Sonos confirmed the reductions late last month, but senior-level details were previously unreported. CEO Tom Conrad internally framed the cuts as a way to reduce management layers. That's probably good and make Sonos move faster. Fewer months in conference rooms, more prototypes in our labs, more decisions made and executed, more exceptional products in the world of our consumers. You have to imagine that there's something interesting for Sonos to do with an AI company.
Peak+9.7%
MU/long/tbpn
AI HBM demand is a structural supercycle; the memory oligopoly stays sold out, re-rating Micron higher.
That giving SK Hynix a market cap of roughly $1.03 trillion. We got another one, another, another one, another trillion-dollar company in the AI boom. The blockbuster listing caps an extraordinary run for memory manufacturers fueled by surging demand from AI systems, particularly for high-bandwidth memory used alongside advanced AI accelerators. SK Hynix, Samsung, And U.S.-based Micron dominate the global memory market.