6875メガチップス

せっかく戻り調子だったのに SITIME　601.66ドル　前日比-143.90(-19.30%)

本業として投資業始めました、ですね。とっくに技術の会社じゃない

The people I knew on the credit‑investment side at JPM and Goldman were insanely smart, but maybe the equity guys aren’t quite on that level.

上値重いねー まだ創業家が売ってるのかな？

KOSPI’s acting up again. lol. Ridiculous.

If stock price will be above 11,500, almost all the short‑selling institutions are underwater. Let’s see what ex‑colleague crowd can do.

Also, from my personal view, if you look at the actual supply–demand balance, it just doesn’t make much sense to me. As far as I know, individual margin longs are around 76,000 shares, individual shorts are about 19,000, and institutional

Also, I think the market is still valuing it as a “Nintendo-related stock” — and honestly, it’s understandable why people still see it that way. But at the same time, given its role as an investment company and its position as

Sorry for late reply. Do you actually understand how much equity you need to hold before you can go toe‑to‑toe with a company as an activist（as a general practice）? Just because you’re a shareholder doesn’t mean the company will do whatev

昨日で日経はWトップ示現 今日の急落で後は下がるのみ 阿鼻叫喚は6月中なのか７月に入ってからか まあ時間の問題ですな(笑)