HPSP Stock: Why I’m Buying a Cracked Monopoly on the Dip
→ Next in the moat series: TCK Stock Up 4x: Watching the SiC Ring Leader, Not Buying
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Samsung Stock Fell 9% on a $58B Record Quarter: Why I Bought
A month ago Samsung stock traded above ₩360,000 — roughly $235. It felt rich to me then, and I sat on my hands.
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SK Hynix Nasdaq ADR: Why I’m Holding Into the Re-Rating
If you landed here by searching SK Hynix this week, you probably saw the drop first — the stock fell around 25% ove…
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Samsung’s Record $58B Profit and a 9% Crash: Why I Held
When the Samsung Q2 operating profit headline hit my screen, I read the number twice. KRW 89.4 trillion.
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Hanmi Semiconductor: The 71% TC Bonder Monopoly Starts to Crack
In an earlier journal entry I wrote about why I passed on SK Hynix even as it became Korea’s most valuable company.…
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Samsung Electronics Lost the Crown the Day It Posted a Record Profit
On June 22, the KOSPI scoreboard flipped for the first time in 25 years and 7 months.
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SK Hynix Hit No.1, Then Fell 12.5%: Why I Didn’t Chase
On June 22, 2026, something happened that had not happened in over 25 years: SK Hynix (000660.KS) overtook Samsung…
