This company is committed to making sure investors get paid. They just do business different in Korea.

Per the company the intrinsic value "is not fully reflected in its current stock price."

-$29 Billion Buyback Commitment, starts 8/20

-Will allocate more than half the free cash flow generated between 2025 and 2027 to shareholder returns

-Special dividends are under consideration per the company, with detail due alongside third-quarter earnings.

-Net cash stood at roughly 69 trillion won ($49.36 billion) at the end of the second quarter.

-Structural memory demand will outpace production capability through 2027, memory shortage should be worse in 2027.

https://www.reuters.com/world/asia-pacific/sk-hynix-ceo-sees-worst-ever-memory-supply-shortage-2027-says-demand-outstrip-2026-07-10/

-For the foreseeable future SK Hynix will be taking in enormous amounts of cash. Companies in the Dot Com era, never had this issue.

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My personal prediction is the Korean market will reach a new all time high this year, SK Hynix will be a primary driver.

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No firm on wall street has a price target under $200

Wolfe Research-$200

Stifel-$240

Rosenblatt-$320

RBC Capital Mkts-$200

Needham-$300

Cantor Fitzgerald-$300

UBS-$204

Barclays-$330

Aug 10 (Reuters) - Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon ​as next month, The Information reported on Monday, citing people ‌with direct knowledge of the plans.

The company introduced its Maia AI chip in November 2023 but has lagged rivals such as Alphabet and Amazon in scaling up ​its in-house chip efforts as it seeks to reduce its ​reliance on Nvidia's costly processors.

Google began recognizing revenue from direct sales ⁠of its custom AI chips, called Tensor Processing Units, in the ​quarter ended June, while Amazon has also seen growing adoption of its ​processors, including its Trainium chips.

Microsoft has been in talks with chip maker TSMC to secure manufacturing capacity for more than 300,000 units of the chip for delivery in ​2027, according to the report. It is also looking to significantly ​ramp up production and persuade major cloud customers such as Anthropic to adopt the ‌chip.

"Microsoft ⁠continues to invest in custom silicon as part of our long-term AI infrastructure strategy. While we don't share production volumes, the figures reported don't reflect the scale of our program," said Andrew Wall, general manager for Microsoft's ​Azure Maia.

TSMC could ​not be reached ⁠for comment outside regular business hours.

Microsoft ultimately aims to secure capacity for more than 1 million Maia 300 ​chips, though component supplies and ongoing capacity negotiations with ​TSMC ⁠could constrain its plans, according to the report.

It unveiled its second-generation Maia 200 in January, built by TSMC using 3-nanometer technology.

Microsoft packed the chip with a ⁠significant ​amount of SRAM, a type of memory ​that can provide speed advantages for AI systems handling large numbers of user requests.

https://www.reuters.com/business/microsoft-plans-unveil-its-new-maia-300-ai-chip-this-fall-information-reports-2026-08-10/

I think we see a new all time high in MSFT by the end of the year.

I dont think the market has priced in the OpenAI ipo into the MSFT stock price.

-Microsoft holds a 27% ownership stake in OpenAI

-Under their agreement, Microsoft maintains long-term access to OpenAI’s frontier AI models and exclusive cloud and API partnership terms

-OpenAI's private valuation has reached roughly $852 billion

-Microsoft stake is valued at approximately $230 billion. Amounting to over $215 billion in unrealized gains for shareholders.

-Once public, OpenAI can raise capital directly from public shareholders through secondary offerings or debt issuance rather than leaning exclusively on Microsoft for continuous funding checks. This relieves potential capital pressure on Microsoft

-Microsoft and OpenAI have a revenue-sharing agreement:OpenAI pays Microsoft a set percentage of its revenue, which continues through 2030, but it cannot exceed the $38 billion ceiling.

-So not only will MSFT get a gain on the ownership stake they get a share of the revenue.

-On a side note Microsoft has a $5 billion investment in Anthropic, with initial capital deployed during Anthropic's Series G funding round. Microsoft and Anthropic have explored expanding the compute infrastructure to run on Microsoft’s in-house Maia 200 custom AI chips inside Azure data centers. __________________________________________________________________________________________________________

Bottom line is all roads lead to MSFT, MSFT is about to become the most valuable company in the world, once again. They're going to have a problem of figuring out what to do will all the cash. Also all their lines of business are firing on all cylinders.

The Warner Brothers acquisition was just a distraction and its kinda funny that NFLX got paid a $2.8B Breakup fee. Free money.

They should pay a special dividend out to shareholders.

But back to my original point that NFLX is still a growth stock not just for the United State but globally. Outside the US is where hey have ALOT of potential to grow.

Legacy US media companies historically built content for Americans and shipped it abroad. Netflix flipped this script. By building massive studio operations in places like Seoul, Madrid, Tokyo, and Mumbai, they produce hyper-localized content that is incredibly cheap relative to Hollywood budgets but carries massive global appeal.

• Europe, Middle East, and Africa (EMEA): ~101 million subscribers
  • This region has surpassed North America to become Netflix’s largest subscriber base, crossing 100 million users.
• United States and Canada: ~90 million subscribers
  • This market is very saturated and has mostly matured. The Warner Brother's deal showed that there isn't much growth left here just companies buying each other and dividing the content and IP. Netflix is looking to add live TV as a potential area to attract new customers, im sure it will be cheaper than YouTube TV.
• Asia-Pacific (APAC): ~58 million subscribers
  • This region is currently its fastest-growing market, seeing roughly 18% year-over-year subscriber growth. Massive untapped or under-penetrated populations in Southeast Asia and India provide a multi-year runway for expansion.
• Latin America: ~53 million subscribers
  • This region is a highly lucrative regions with reported double-digit year-over-year revenue growth. The region has had limited high speed internet and 5g access but with network upgrades and infrastructure being built out millions of new middle-class households are gaining the capability to stream high-definition video for the first time.

When all the AI stocks crash and we slip into a recession NFLX will be the go to for entertainment. The stock is recession proof.

Here is how analysts break down the forecast:

• Average Target: $113.65
• High Forecast: $151.40
• Low Forecast: $95.00

(BMNR) currently holds 5,742,237 ETH, which is 4.8% of the total 120.7 million ETH circulating supply. To reach its goal of owning 5% of all Ethereum, BMNR needs to acquire an additional 292,763 ETH.

There is literally so much to be bullish about

Based on Bitmine’s (BMNR) update on June 29, 2026, the company needs to acquire 334,960 more ETH to hit its target.

As of Bitmine’s (BMNR) latest weekly treasury update on June 28, 2026, the company reports having $555 million in total cash and marketable securities.

334,960 × $1,600(current range) = $535,936,000

We're basically there. Not sure they will need to sell a whole lot more shares at this point.

Now I'm excited for what comes next. Start adding BTC to the treasury. Buying other companies for more cash flow. Dive into the AI space in some capacity. The possibilities are endless.

Robinhood utilizes its own dedicated Ethereum Layer 2 (L2) network called Robinhood Chain.

​The network is built using Arbitrum’s Orbit technology stack, meaning it operates as a specialized rollup settled on Ethereum, tapping into Arbitrum's speed and low transaction costs while maintaining Ethereum's underlying security.

​The network launched its public mainnet on July 1, 2026, and is designed specifically as an institutional-grade, permissionless environment for decentralized finance (DeFi) and tokenized real-world assets (RWAs)—such as their 24/7 tradable "Stock Tokens" (like NVDA, GOOG, and AAPL) available outside the US.

​Key Technical Specs:

​Architecture: Ethereum Layer 2 (Built on Arbitrum Orbit)

​Compatibility: Fully EVM-compatible (Ethereum Virtual Machine)

​Native Gas Token: Ethereum (ETH)

​Core Infrastructure Partners: Chainlink (official cross-chain oracle & CCIP), Alchemy, and BitGo.

Ethereum is mentioned quite a few times.

Not sure what all the fear, uncertainty and doubt was all about this week.

Everyone is so worried about JPM and Citi recently. Why though? They are expanding on the Ethereum network

Straight from the source https://am.jpmorgan.com/us/en/asset-management/institutional/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/

Today was one of the biggest red days in a while, the tree was shake for sure. Tech and semi's did get a standard reality check.

But..

minus $1.4 trillion in S&P500 value

minus $1.11 trillion in NASDAQ value

minus $1.0 trillion in Gold value

minus $280 Billion Silver value

Expected...

+$1.5Trillion SpaceX ipo

+$1Trillion Anthropic ipo

+$1Trillion+ Open AI ipo

At the end of the day the books always balance, the orders are queued and cash has been set aside for new high profile names looking to take the spot light . Im not sure SpaceX is worth $1.5T, Anthropic is worth $1T and Open AI is worth $1T+ but we are moving into a new phase of the AI trade and market momentum. The wave of high profile ipo's will surely be interesting. Im sure the Fed meeting coming up had a factor in all of this but there is a lot of positive momentum going forward. I think all the news is priced in at this point, the market needs to go through a price discover phase. CEO's of leading AI companies are meeting in Washington next week, should be a high profile week. Maybe Uncle Same adopts AI, after all he is one of the biggest employers and there are ALOT of areas for improvement.

See you Monday, im expecting a green day.