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Nvidia

Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.

2026-07-27 by Mr. Gat

Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.

Categories Earnings & Filings Tags AI factory, AI infrastructure, Brookfield, EWY, GAK Sejong, Korea data center, KOSPI, Naver, Nvidia, PIPE, third-party allotment Leave a comment

Buying Nvidia Buys the AI Demand. In San Francisco, Korea Just Made a National Claim on the AI Supply.

2026-07-25 by Mr. Gat

On July 24 President Lee Jae-myung stood in San Francisco — after meetings with the CEOs of Nvidia, OpenAI, Anthropic and Broadcom — and declared Korea…

Categories Market Trends Tags AI supply chain, EWY, Gwangju fab, HBM, Korea AI strategy, Korea policy, Lee Jae-myung, Nvidia, OpenAI, San Francisco AI Declaration, semiconductors Leave a comment

SK Hynix Q2 Earnings Preview: What Gets Judged on July 29 Isn’t the Profit — It’s the Bar

2026-07-20 by Mr. Gat

SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.

Categories Earnings & Filings Tags DRAM ASP, HBM, HBM4, KRX 000660, memory chips, Nvidia, priced to perfection, Q2 earnings preview, SK Hynix, SK Hynix earnings, SKHY Leave a comment

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