Alex retweeted
SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY
🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY
🔹 Oper Margin: 80%; +3,300 bps YoY; record high
🔹 QoQ: Revenue +32% / Oper Profit +38%
Q4 Guide:
🔹 DRAM Bit Growth: Mid-20% QoQ
🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm
Q3 Pricing & Volume:
🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ
🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ
Profitability:
🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢
🔹 EBITDA: $66.1B; 84% margin; +486% YoY
🔹 EPS: $41.07; +205% YoY
Financials:
🔹 Cash: $86.3B; +311% YoY
🔹 Interest-Bearing Debt: $11.9B; -34% YoY
🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY
🔹 Operating Cash Flow: $41.3B; +281% YoY
🔹 Total Assets: $295.5B
2027 Market Outlook:
🔹 DRAM Demand Bit Growth: +mid-20% YoY
🔹 NAND Demand Bit Growth: +high-teens% YoY
🔹 2027 CapEx: To rise significantly vs 2026
🔸 Memory demand expected to outpace supply through 2030
Product & Technology:
🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4
🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully
🔹 M15X: Ramp-up accelerating to full capacity by end-2026
🔹 321L NAND: Over 50% of domestic capacity in Q4
Business Highlights:
🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured
🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains
🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation
🔸 Quarterly revenue topped ₩100T for the first time
Note:
🔹 Net Profit: $30.0B; +216% YoY
🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened
FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)
Alex retweeted
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
Alex retweeted
Bizarrement cette fois Edwy Plenel ne nous parle pas de l'enfance misérable de Kevin T.
Avant l’attentat de Trappes, deux mois de haine médiatique en continu. Les propos racistes ou islamophobes ont été massifs, notamment depuis septembre. « Mediapart » les a recensés. Rappel : la catastrophe commence par des mots et le racisme tue.
mediapart.fr/journal/france/…
Alex retweeted
Le gauchiste qui balance Vincent en espérant que le racisé fera le boulot que lui et son corps de crevette ne peuvent pas faire. C’est tellement révélateur. Ils voient les immigrés comme des auxiliaires chargés de faire la révolution à leur place.
Alex retweeted
La goymobile ultime, pour que les employim puissent aller mériter leur goyslop le soir devant leur goystation.
Alex retweeted
Vincent Lapierre discute héritage avec une gauchiste...
Pépite...
Spoiler alerte : le gauchisme est une maladie mentale.
#17octobre #Limoges #24octobre
Alex retweeted
French political commentator posts XMR address after getting removed from patreon.
Thank you so much for all the messages I’ve been receiving about my Patreon suspension. 🙏🏻
It’s so frustrating to have to start from scratch every time. My determination always takes a hit, but you all do so much to help me keep going. I can’t reply to everyone, but your messages really do help.
While I look for an alternative platform for my regular subscribers who would like to keep supporting me, It was suggested to me that I set up a Monero wallet so that anyone who wishes can make a completely anonymous and untraceable donation.
Here is the full wallet address you can use:
47vYtX6NLYCPzJWoTMPzk4FqZ2gZhmr4DUtCSTMGWvw7FGxLFZ7swSvHocfMLE5FzphE8gJ9xySkjSwid78XnFyaG8GAZSV
Thank you to everyone supporting me, whether by sharing, commenting, or donating ❤️🇫🇷
Alex retweeted
À Trappes, 172 drames identifiés.
Vous n'entendrez parler que d'un seul dans les media.
Alex retweeted
L’ordure Kevin T. a ouvert le feu sur des innocents, tuant une personne et en 4 autres dont une fillette de 12 ans à Trappes (Île-de-France).
Soutien total aux victimes et bravo à nos forces de l’ordre d’avoir maîtrisé ce criminel.
Curieux qu’à peine quelques minutes après l’attaque, on parle immédiatement de racisme et de terrorisme.
Pourquoi le vocabulaire habituel a-t-il brusquement été évacué ?
Pourquoi ne dit-on qu’il s’agit d’un déséquilibré souffrant de troubles psychiatriques ?
Pourquoi ne dit-on pas « c’est pas du racisme et ça n’a rien à voir avec le racisme » ?
Pourquoi le Parquet National Anti-terroriste n’a-t-il pas dit, malgré les évidences, « aucun élément ne permet à ce stade de privilégier le mobile terroriste » ?
C’est comme si tout un système tenait enfin le crime tant attendu pour relativiser tous les précédents.
Lamentable.
Alex retweeted
La gauche validiste qui s'acharne sur un handicapé mental en pleine détresse émotionelle pour servir ses intérêts électoraux est un spectacle répugnant.
