Lock-Up Expiry Shock: SanDisk & Western Digital Investors Caught Off Guard
$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ A lot of SanDisk (SNDK) and Western Digital (WD) investors overlooked something important until yesterday. The original shareholders from last year’s listing whose lock-up period expired on March 20 are now free to sell their shares. These early investors, including executives and employees, have extremely low costs some below $1 or $2, even effectively $0. Now they can sell at prices above 700. As for lock-up expirations, I went through the entire experience with Circle Internet Financial it was a painful le
WASHINGTON (March 21, 2026) — Global financial markets are bracing for a high-stakes Monday opening following a series of late-week pronouncements from President Donald J. Trump suggesting that major U.S. military objectives in the three-week-old conflict with Iran are nearly complete. What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the
SUPER MICRO CO-FOUNDER ARRESTED IN $2.5B NVIDIA GPU SMUGGLING SCANDAL
SMCI co-founder Yih-Shyan “Wally” Liaw arrested today. Holds approximately $464M worth of SMCI shares Accused of orchestrating the illegal export of billions in Nvidia servers to China Allegedly used a Southeast Asian shell company to funnel $2.5B in hardware to Chinese buyers $510M worth of servers reportedly moved in just three weeks (Spring 2025) Built thousands of dummy systems to bypass U.S. compliance checks Surveillance footage shows him swapping serial number labels with a hair dryer Coordinated operations through encrypted group chats Super Micro Computer $SUPER MICRO COMPUTER INC(SMCI)$ &nbs
Stocks Tanked, So I Tanked a Plate of char kway teow
The market was bleeding that day. Red numbers flashed across my screen, each one quietly reminding me how much I had lost. It wasn’t just numbers—it felt personal, like watching hours of effort and hope slowly slip away. $Himax(HIMX)$ $Applied Optoelectronics(AAOI)$ $Tower Semiconductor(TSEM)$ $Venture Global, Inc.(VG)$ I stared at the tiger broker app for a while, thinking I should feel worse. Maybe panic. Maybe regret. But instead, something else crept in. Hunger. My stomach didn’t care about the market. It didn’t understand losses, volatility, or bad timing
Governments Cut Utility Costs Abroad, Locals Told to Brace for Higher Bills
QatarEnergy: Missile attacks cause ‘extensive damage’ and fires at Ras Laffan energy facility Muthu boy sigh… “Flour cheap can buy more, but gas so expensive… how to make cheap prata for you, boss?” 😩 … utility bill go up, gas price fly high 😓 $Venture Global, Inc.(VG)$ $ProShares Ultra Bloomberg Natural Gas(BOIL)$ Other countries’ governments are lowering utility taxes or increasing subsidies, but our government is telling us to prepare to pay more. Big problem at Ras Laffan Industrial City: Missile strike cause “extensive damage”, some parts even catch fire This place supply around 20% of the world’s LNG — very big one Happened just hours after Israel str
Himax Isn’t Legacy — It’s Quietly Building the Future of AI Optics
People calling $Himax(HIMX)$ a legacy business aren’t really paying attention. Much like Amazon with Amazon Web Services, Himax’s emerging segments are where the real story is: WiseEye: thermal + vision edge AI Glasses: AR displays, optics, sensors Imaging: automotive sensors, drone cameras And of course, CPO… 🧵 Himax has evolved far beyond its display roots through a series of acquisitions, investments, and one key carve-out: 2010: acquired Spatial Photonics 2015: acquired Liqxtal 2017: stake in Emza Visual 2018: acquired Emza Visual 2018: Himax IGI carve-out 2020: majority stake in CM Visual 2024: stake in Obsidian Sensors 2024: stake in FOCI 2025: stake in Lumotive Today, Himax is a diversified platform spanning imaging, sensing, an
SWMR officially debuted on the Nasdaq today (March 17, 2026) — and was immediately halted due to extreme volatility. The price has surged 520% above its IPO level. $Swarmer, Inc.(SWMR)$ is a military autonomous drone software company founded in 2023. Its core product, the Trident OS system, enables drones to operate in coordinated “swarms,” allowing a single operator to control hundreds of drones at once. The system remains stable even in GPS-denied and electronic warfare environments. The company has already been deployed in real combat, with over 100,000 missions conducted on the Ukrainian battlefield. It has been adopted by multiple units and offers mission templates such as Fire Raid, Seek and Hit, and Killbox—making it one of the few dr