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Latest Posts

AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings

Johan Widmark · 31 Oct 2024

TALLINK: All about the Dividend

Mattias Wallander · 30 Oct 2024

Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand

Johan Widmark · 27 Oct 2024

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Johan Widmark

Seasoned Researcher, Equity Analyst, Financial Journalist and Investor with over 20 years of experience of financial markets.

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