growth
-
“If you tell yourself you’re tired, you’re going to be tired. If you tell yourself I’m not so tired it’s okay. Then you’re not so tired.”- Erling Haaland Tonight’s quarterfinal Worldcup match between England and Norway is a masterclass in performing at the best of your abilities. With Canada and Scotland out of the running,…
-
SK Group is the parent company of SK Hynix, the second largest producer of High Bandwidth Memory (HBM) and along with Samsung and Micron Technology, these three company’s control 90% of the market. The cutting-edge graphics processing units (GPUs) filling data centers around the world require an immense, unrelenting pipeline of data delivered at…
-
I agree with our friends at Morgan Stanley. Expecting AI-related earnings growth of 35% to 40% in 2027 driven by agentic AI as a structural investment theme. Not expecting AI infrastructure build-out to slow down anytime soon. This will continue to support memory and hard drive providers such as Micron and Sandisk but investors need…