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$000660.KS · GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
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$000660.KS···bullish· highjohn coogan
SK Hynix NASDAQ ADR debut pops 14% as critical AI memory bottleneck
SK Hynix is one of the AI boom's most critical bottlenecks as a dominant HBM supplier; the $26.5B IPO was 7x oversubscribed and gives US investors direct access to the memory chip…
$META···bullish· highjohn coogan
SemiAnalysis names Meta only hyperscaler world-class in data, talent, and compute for frontier AI
SemiAnalysis argues Meta is uniquely positioned to catch OpenAI/Anthropic because it has all three frontier model prerequisites: massive compute, proprietary data, and now a 3,000…