Now, at some point, this acceleration gap is going to continue indefinitely, and that's why you will have cycles. But, at least in the near future, we don't see that changing materially. So, it's right now, I would say, a very earnings-driven market.Uh, there's segments of the market that are frothy. >> What's looking frothy. >> I mean, there's so many deals getting done at 50 times revenues, et cetera.And some of the companies are growing so fast that it justify that because you suddenly that 50 times reve ...

Market Innovation and Asset Tokenization - SK Hynix, a primary memory supplier for NVIDIA and AI data centers, has launched its tokenized version on the Ondo Global Markets platform [1] - The tokenized SK Hynix asset is now available for trading on PancakeSwap, supported by the BNB Chain infrastructure [1] Industry Strategic Positioning - SK Hynix serves as a critical backbone for the ongoing AI infrastructure boom by providing essential memory components [1] - The integration of traditional semiconductor giants into on-chain finance represents a shift toward tokenizing major IPO-level assets from their inception [1]

Now, Class, repeat after me. I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.Heisenberg (@Mr_Derivatives):$MU $NVDA $META $MSFTDon't overthink it. https://t.co/3YQ0GvpKez ...

Market Expansion and Tokenization - Ondo Finance has expanded its Global Markets platform by tokenizing SK Hynix, a major memory chip supplier for Nvidia and AI data center infrastructure [1] - The integration marks a significant development in the tokenization of large-scale corporate assets, enabling institutional-grade securities to be traded on-chain from their initial public offering (IPO) date [1]

Tokenized SK Hynix stocks are now tradeable 24/7 onchain on our DEX:· $SKHYx via @xStocksFi· $SKHYon via @OndoFinance· $SKHY via @sunriseTrade now: https://t.co/bzFdPeM5lGOKX Wallet (@wallet):⌛ https://t.co/NR9ZTsU5Cm ...

The chip maker’s business is improving, with government twisting the arms of potential customers and partners including Apple and Nvidia https://t.co/XEPK6XtYLY https://t.co/XEPK6XtYLY ...

After losing $4.4M on $SKHX and failing to profit from 2 long trades, this guy gave up and switched to long $NVDA.He opened a 3x long on 96,251 xyz:NVDA ($20.22M).https://t.co/UmySPh9jzA https://t.co/O3JYsvnZQrLookonchain (@lookonchain):This guy lost $4.4M going long on $SKHX, but he didn't give up.A week later, he's back with a 2x long on 21,207 xyz:SKHX ($30.17M) and is already up $245K.https://t.co/aJIndGlQAn https://t.co/aHWsEfqXFi ...

The chip maker’s business is improving, with government twisting the arms of potential customers and partners including Apple and Nvidia https://t.co/f9ygHO8bv9 ...

The country has made remarkable progress in designing chips. But if it wants to close the gap with the West it will need to go much further in manufacturing them: https://t.co/VTzkom9KLoPhoto: Alamy https://t.co/kBs6Dw3n8g ...

The Japanese government has already promised more than $15bn in support of Rapidus, a semiconductor manufacturer. It is a big bet on a single firm https://t.co/37lJLEd0Mr ...