https://ahnimstudio.com/2026/11/03/micron-mu-q2-2026-13f-continuous-holders-concentration/ 2026-11-03T15:13:40Z AHNIM STUDIO en Micron Q2 2026 13Fs: Five Continuous Holders Disclosed 173% More Shares—but Two Drove the Increase 2026-11-03T15:13:40Z Blog https://ahnimstudio.com/ko/2026/11/03/onsemi-on-ferric-ai-data-center-revenue-3-billion-ko/ 2026-11-03T14:37:56Z AHNIM STUDIO ko 온세미(ON)의 페릭 인수, 6억 달러로 AI 매출 30억 달러의 길을 열 수 있을까? 2026-11-03T14:34:33Z Blog https://ahnimstudio.com/ko/2026/11/03/marvell-lumentum-deal-share-dilution-eps-analysis-ko/ 2026-11-03T14:37:39Z AHNIM STUDIO ko 마벨(MRVL)의 루멘텀 인수: 주식수가 49% 늘어도 주당이익은 증가할까? 2026-11-03T14:34:24Z Blog https://ahnimstudio.com/ko/2026/11/03/grid-dynamics-gdyn-q3-2026-ai-margin-cash-valuation-ko/ 2026-11-03T14:37:24Z AHNIM STUDIO ko 그리드 다이내믹스(GDYN) 3분기: AI 매출 31%, 이익과 현금으로도 이어졌나? 2026-11-03T14:34:16Z Blog https://ahnimstudio.com/ko/2026/11/03/sandisk-sndk-q1-fy2027-ai-storage-nbm-margin-valuation-ko/ 2026-11-03T14:37:07Z AHNIM STUDIO ko 샌디스크(SNDK) 실적 분석: AI 저장장치 계약이 매출총이익률 85%를 지켜줄까? 2026-11-03T14:34:06Z Blog https://ahnimstudio.com/ko/2026/11/03/joby-florida-eipp-flights-certification-revenue-analysis-ko/ 2026-11-03T14:36:53Z AHNIM STUDIO ko 조비(JOBY) 플로리다 실증비행: 운항 준비는 진전됐지만 인증·매출은 별개다 2026-11-03T14:33:58Z Blog https://ahnimstudio.com/ko/2026/11/03/amazon-q3-2026-aws-growth-ai-capex-free-cash-flow-ko/ 2026-11-03T14:36:40Z AHNIM STUDIO ko 아마존(AMZN) 3분기: AWS 39% 성장에도 잉여현금흐름은 424억달러 적자 2026-11-03T14:33:50Z Blog https://ahnimstudio.com/ko/2026/11/03/wolfspeed-borgwarner-800v-sic-agreement-revenue-valuation-ko/ 2026-11-03T14:36:27Z AHNIM STUDIO ko 울프스피드(WOLF)·보그워너 800V SiC 계약: 고객은 확인됐지만 매출 규모는 미공개 2026-11-03T14:33:41Z Blog https://ahnimstudio.com/2026/11/03/onsemi-on-ferric-ai-data-center-revenue-3-billion/ 2026-11-03T13:15:32Z AHNIM STUDIO en onsemi (ON) Ferric Deal: Does $600 Million Buy a Credible Path to $3 Billion of AI Revenue? 2026-11-03T13:15:32Z Blog https://ahnimstudio.com/2026/11/03/ge-vernova-gev-power-grid-backlog-2028-ebitda-valuation/ 2026-11-03T12:13:01Z AHNIM STUDIO en GE Vernova (GEV) Stock Analysis: Can Power and Grid Backlog Justify a 19× 2028 EBITDA Valuation? 2026-11-03T12:13:01Z Blog https://ahnimstudio.com/2026/11/02/redwire-rdw-defense-tech-dilution-space-contract-risk-analysis/ 2026-11-03T00:12:55Z AHNIM STUDIO en Redwire (RDW) Stock Analysis: Can Defense Tech Growth Outrun Dilution and Space Contract Risk? 2026-11-03T00:12:55Z Blog https://ahnimstudio.com/2026/11/02/marvell-lumentum-deal-share-dilution-eps-analysis/ 2026-11-02T16:19:58Z AHNIM STUDIO en Marvell–Lumentum Deal: Does a 49% Share Increase Still Add to MRVL Earnings? 2026-11-02T16:19:58Z Blog https://ahnimstudio.com/2026/11/02/bloom-energy-be-q2-2026-13f-shares-value-weight/ 2026-11-02T15:47:47Z AHNIM STUDIO en Bloom Energy Q2 2026 13Fs: Reported Value Rose 117% While Shares Fell 2.9% 2026-11-02T15:47:47Z Blog https://ahnimstudio.com/2026/11/02/grid-dynamics-gdyn-q3-2026-ai-margin-cash-valuation/ 2026-11-02T13:23:24Z AHNIM STUDIO en Grid Dynamics Q3 2026: Did 31% AI Revenue Turn Into Real Margin and Cash? 2026-11-02T13:23:24Z Blog https://ahnimstudio.com/2026/11/02/vertiv-vrt-stock-analysis-ai-power-cooling-services/ 2026-11-02T12:10:17Z AHNIM STUDIO en Vertiv (VRT) Stock Analysis: Can AI Power and Cooling Orders Become Durable Per-Share Earnings? 2026-11-02T12:10:17Z Blog https://ahnimstudio.com/2026/11/01/indie-indi-stock-analysis-wuxi-core-sensing-cash-burn/ 2026-11-02T00:11:20Z AHNIM STUDIO en indie Semiconductor (INDI) Stock Analysis: What Remains After Wuxi and the Cash Burn? 2026-11-02T00:11:20Z Blog https://ahnimstudio.com/2026/11/01/sandisk-sndk-q1-fy2027-ai-storage-nbm-margin-valuation/ 2026-11-01T16:15:51Z AHNIM STUDIO en Sandisk Q1 FY2027: Can AI Storage Contracts Make an 85% Gross Margin Durable? 2026-11-01T16:15:51Z Blog https://ahnimstudio.com/2026/11/01/guru-q2-2026-new-name-count-versus-reported-value/ 2026-11-01T15:19:58Z AHNIM STUDIO en Q2 2026 Guru Portfolios: Median New-Name Share Was 21.7% by Count, 11.0% by Value 2026-11-01T15:19:58Z Blog https://ahnimstudio.com/2026/11/01/marvell-mrvl-ai-connectivity-dilution-acquisition-stock-analysis/ 2026-11-02T16:22:59Z AHNIM STUDIO en Marvell (MRVL) Stock Analysis: Can AI Connectivity Growth Outrun Dilution and Acquisition Costs? 2026-11-01T12:24:38Z Blog