Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
But you got a lot of traders bouncing the stocks around a lot.
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As you mentioned, there's just a lot of v volatility here.
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And what we're seeing now is a lot of the volatility in South Korea is now spilling into other markets.
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We're seeing it week after week.
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Yeah, that's right.
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Uh SK Heinex is a company we don't talk about that often on the show.
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Uh obviously a leading memory chip company, but they often play second fiddle to Samsung even in South Korea.
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But what we've seen from them over the past three years is really they've come from quite far behind to essentially the same market cap uh size as Samsung at this point, and that's largely because they've been so successful in these memory chips for AI applications.
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The HBM chips that we've talked about before.
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They essentially uh HBM chips are DRAM chips stacked on top of each other, and their technology for doing that stacking has been very good.
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They got NVIDIA's blessing.
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They've been able to jump ahead of Samsung in that market quite effective effectively.
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Samsung has struggled a little bit.
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So now what we're seeing with this $29 billion fundraising is really them announcing to the US, hey, that they're re they're ready to
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to raise this kind of capital.
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They want more exposure in the US.
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And yeah, they'd like more of that PE multiple that you see with the US tech companies too.
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They've traded at a discount to that.
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If they get some of that ADR exposure, that may give them a little more opportunity to increase that valuation.
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Well, it's certainly uh they they've talked about wanting to raise money in the US for a while.
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Showing 401–420 of 634 · page 21 of 32
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