Love when we’re actually humans 🫶

Do you agree? Happiness comes down to daily choices, letting go of the past and staying in what's in front of you right now. My free 1-hour training teaches you how to actually rewire those old patterns that keep pulling you back. 🧠 Comment "REWIRE" and I'll send it to you. #mindset #happiness #selfdevelopment #motivation #personalgrowth

3 Stories Behind the Semi Selloff: Hyperscaler CDS, SK Hynix Earnings, China's DUV The semi selloff is market psychology, not a change in fundamental AI hardware demand. - Hyperscaler CDS spreads suggest debt anxiety - But @GavinSBaker has good counter argument: hyperscaler GPUs are under-earning, spot is 2x contract, plus labs are generating profits from agentic inference. So revenue and FCF go up. - SK Hynix: +257% revenue → -20% stock. Leveraged ETFs and funds selling/taking profits. - DRAM is beating HBM on profit per wafer, but demand for both is strong and HBM is more differentiated - China's DUV win is 2008 ASML, not leading edge. Progress, but not ASML competition. Chapters: 0:00 The Market is Freaking Out 0:23 Hyperscaler Debt and Credit Default Swaps 5:12 The Counter-Take: Under-Earning on GPUs 8:28 SK Hynix: Record Growth, Market Carnage 11:05 The HBM vs. DRAM Profitability Paradox 12:52 Market Psychology vs. Fundamentals 12:47 China's Immersion DUV Breakthrough 13:59 The Limits of DUV: 7nm and Multi-Patterning 18:49 A Long Journey to Self-Sufficiency 19:59 Surviving Semiconductor Cyclicality Get more of Austin and Vik daily, free! Sign up: https://t.co/7trwA2f0EH Connect with Vik and Austin: Vik's Paid Substack: https://t.co/yLJKcE3WBM Austin's Paid Substack: https://t.co/bTnS0lvmpm @austinsemis @vikramskr

The right people make the journey easier. Build with those who believe in the vision, not just the outcome. Protect your circle. Invest or Die, Ian Dunlap The Master Investor 🔮🔮🔮🔮🔮🔮 Link in bio to join the stock club. #mindset #success #wealth

thoughts on this?

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Go see your grandparents. Once they are gone, life isn't the same. 😭

After this moment, he will forever be the most popular kid in that town

I love the innocence of children 😩