$HIMS sees a dramatic turnaround, on track for its first green week since before Thanksgiving 2025, marking a significant shift in performance. 1
The Korean market is experiencing extreme volatility, with recent days showing multiple limit downs and circuit breakers, followed by a limit up, indicating wild, unprecedented swings. 6, 8
The futures market appears disconnected from geopolitical realities, raising questions about the impact of global events on asset prices. 3
Current bullish market sentiment suggests a potential sharp pullback tomorrow. 12
KOSPI’s decline and memory stock weakness are linked to reports of NVIDIA developing a new inference chip utilizing Groq’s on-chip SRAM-based architecture, sparking concerns regarding SRAM usage. 2
NVIDIA has secured its supply chain and maintains a strategic balance sheet, positioning it as a formidable competitor. 4
DRAM shortages and price hikes are projected to continue through H1 2027, driven by AI server demand outpacing production capacity. 9
Chip foundries are raising legacy node prices; Samsung increased prices by 20% and Nexchip by 10%, leading chip designers like SmartSens to pass these elevated costs to clients. 10
$RGTI’s ~$6B valuation appears stretched, given Q4 revenue of only $1.9M; $GOOGL, for comparison, generated approximately $17M in profit per hour during the same quarter. 5
$ACEL is experiencing a significant weekly breakout, buoyed by the imminent Chicago VGT ordinance, which would legalize small-scale gaming machines in non-casino locations. 7
$HOOD demonstrates unparalleled product development velocity, launching more services monthly than major banks do annually, effectively challenging criticisms of it being a “retail gambling casino.” 13
$APGE’s upcoming Phase II APEX readout in March could disrupt the atopic dermatitis market; Zumilokibart may offer quarterly or 6-month dosing with similar efficacy, potentially dethroning $REGN’s Dupixent, which requires bi-weekly injections. 11
Qqqi has consistently underperformed Gpiq across all tracked timeframes (one month, six months, one year, and two years), despite its shorter establishment period. 14