September U.S. inflation rose to 3.7% year over year, while chipmakers Samsung Electronics and SK Hynix each fell more than 8%.
The address’s daily PnL reached about $4.72 million after the September CPI release, up roughly $3.76 million from its latest pre-release snapshot.
Weak chip prices may be challenging expectations for semiconductor EBIT margins to rise from 42% in 2026 to 49% in 2027. Defensive-sector leadership and weak
The 3,000 ETH position showed an unrealized loss of about $150,000, with an average entry price near $2,400.
The deal for Saldo Finance Oy, owner of Lithuania-licensed Saldo Bank, is expected to close in 2027, subject to regulatory approvals.
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