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bailey lipschultz

T3 · host / generalist

Leads Bloomberg's semiconductor coverage from New York, reporting on memory chips, IPOs, and Asian tech supply chains.

2 calls·2 names·100% bull·last heard 13 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$000660.KSSK Hynix

SK Hynix US ADR listing 7x oversubscribed at $149, largest foreign IPO ever

SK Hynix's US listing at $149 per ADR represents a 3% premium to Korean shares with $160B in demand, signaling massive investor appetite for HBM memory leader. Revenue tripling with 80% gross margins and sovereign Korean backing create durable competitive moat.

Bloomberg Tech2026-07→
2ndmedium conviction
$MOONSHOT-AIMoonshot AI

Moonshot AI raises $3.5B at $35B valuation, targets $50B pre-money round ahead of Hong Kong IPO

Kimi K3 model breakthrough drives unprecedented fundraising velocity; private rounds compressing into $35B then $50B valuations ahead of potential year-end IPO, reflecting intense investor demand for Chinese AI champions.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$MOONSHOT-AI
Moonshot AI
MEDbailey lipschultz·Bloomberg Tech·13 days ago
Moonshot AI raises $3.5B at $35B valuation, targets $50B pre-money round ahead of Hong Kong IPO
Kimi K3 model breakthrough drives unprecedented fundraising velocity; private rounds compressing into $35B then $50B valuations ahead of potential year-end IPO, reflecting intense investor demand for Chinese AI champions.
"$3.5 BILLION AND $35 BILLION VALUATION, ABOVE WHAT MOONSHOT IS TARGETING. IT HAS BEEN UP TO INVESTORS TO RAISE ANOTHER PRIVATE ROUND AT A $50 BILLION VALUATION. YOU ARE TALKING AB…"
4:22
$000660.KS
···
SK Hynix
HIGHbailey lipschultz·Bloomberg Tech·last month
SK Hynix US ADR listing 7x oversubscribed at $149, largest foreign IPO ever
SK Hynix's US listing at $149 per ADR represents a 3% premium to Korean shares with $160B in demand, signaling massive investor appetite for HBM memory leader. Revenue tripling with 80% gross margins and sovereign Korean backing create durable competitive moat.
"IT EQUATES TO A 3% PREMIUM FROM WHERE SHARES CLOSED AT IN SOUTH KOREA ON THURSDAY NIGHT FOR THEM. THE MATH WORKS OUT BECAUSE EVERY ADR EQUATES TO 1/10 OF ONE SHARE. ONE THING TO K…"
1:56