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BTS went back on tour and HYBE had the biggest quarter in K-pop history. The stock fell 16 percent the same day.
BTS went back on tour in April, and HYBE has just posted the first quarter in K-pop history above 1 trillion won ($702M USD). Revenue more than doubled, operating profit rose 159 percent, and both came in well above what analysts had asked for. The stock fell 16.09 percent the same afternoon, its worst day since 2022.
The Pentagon committed $820 million to a drone company you can't buy, and said several more are coming
The Office of Strategic Capital signed a conditional loan commitment of up to $820 million with Performance Drone Works, topping the $725 million it committed to Energy Fuels in June. OSC director David A. Lorch said several more drone component producers will get loan commitments. PDW is private, and the one public company with a stake in it owns less than 1 percent of its own market cap in PDW preferred.
SK Hynix's record Nasdaq listing named Leopold Aschenbrenner's Situational Awareness a cornerstone investor. What he actually bought stays hidden until November.
Situational Awareness was named a cornerstone investor in SK Hynix's $28 billion Nasdaq debut three weeks before it sold its US stock portfolio to Citadel. Four SEC disclosure routes could show the size of that stake. Every one of them misses.
SpaceX (SPCX) took every space stock down with it, and it started the day it filed, not the day it listed. Rocket Lab (RKLB) is the one I'd own
SpaceX filed its S-1 on May 20 and space stocks went vertical, then broke. Every name in the group now trades below its pre-filing price. Why Rocket Lab (RKLB) is the one I'd buy out of it.
Heavy leverage has South Korea's investors betting against their own market. One put everything into SK Hynix falling, on the day it rose 30%.
Korea gave its investors funds that pay double in a day, and the people using them have started calling it baccarat. One asked a message board for the courage to bet everything against Samsung on Thursday. Another went all in against SK Hynix on Friday, hours after it closed limit up.
Alibaba (BABA) gave Kimi's maker 20,000 Nvidia (NVDA) chips. The White House says it trained on banned ones in Thailand.
Bloomberg reported Friday that Moonshot AI runs Kimi on about 20,000 Nvidia chips rented from Alibaba, its own 36% shareholder. Alibaba is cleared to buy 75,000 H200s and has taken almost none of them, so the contracted fleet is old stock. What K3 actually trained on is a separate question, and White House science director Michael Kratsios has already given his answer.
Korea locked 94% of stock accounts out of leverage funds on Friday morning. By the close SK Hynix was limit up and those funds had returned 60%.
Korea's individual investors were not betting against this market. Through the crash they were buying the 2x leverage funds, and a new 30 million won cash rule shut most of them out on the exact morning those funds returned 60%.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
Korean investors spent the worst month in Kospi history rescuing a crab stick maker, a women's underwear brand and a pen company
Korea Exchange raised the Kospi delisting floor on July 1 and a batch of old domestic companies fell under it. Retail investors organized to buy them back over the line. For four sessions the best performers among all 944 Kospi companies were a kitchen furniture maker, an underwear brand, a pen company and a crab stick producer.