russellclark

Macro

Commodity

Forex

Hedge fund manager - specialising in macro trends and short selling

266Posts

113Comments

13%Best ROI

Joined on 18th December 2025

russellclark

Feb 17, 2026Private Post

russellclark

Feb 17, 2026Private Post

russellclark

Feb 16, 2026Private Post

Feb 16, 2026Public Post

For newbies - if you click on portfolio - you can see current ideas I have on. Screenshot attached.

For newbies - if you click on portfolio - you can see current ideas I have on. Screenshot attached.

russellclark

Feb 16, 2026Private Post

russellclark

Feb 16, 2026Private Post

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Feb 13, 2026Private Post

russellclark

Feb 12, 2026Private Post

Feb 12, 2026Public Post

Sumco presented results yesterday. Three slides explain both its problems and opportunity. First of all pricing for 300mm wafers used in AI has increased over 200mm dramatically. Secondly, demand from AI for 300mm is forecast to increase dramtically. And thirdly, weak 200mm pricing has led to operating losses. With cyclical business buying as they inflect profitable tends to work best.

Sumco presented results yesterday. Three slides explain both its problems and opportunity. First of all pricing for 300mm wafers used in AI has increased over 200mm dramatically. Secondly, demand from AI for 300mm is forecast to increase dramtically. And thirdly, weak 200mm pricing has led to operating losses. With cyclical business buying as they inflect profitable tends to work best.

Sumco presented results yesterday. Three slides explain both its problems and opportunity. First of all pricing for 300mm wafers used in AI has increased over 200mm dramatically. Secondly, demand from AI for 300mm is forecast to increase dramtically. And thirdly, weak 200mm pricing has led to operating losses. With cyclical business buying as they inflect profitable tends to work best.

Sumco presented results yesterday. Three slides explain both its problems and opportunity. First of all pricing for 300mm wafers used in AI has increased over 200mm dramatically. Secondly, demand from AI for 300mm is forecast to increase dramtically. And thirdly, weak 200mm pricing has led to operating losses. With cyclical business buying as they inflect profitable tends to work best.

russellclark

Feb 11, 2026Private Post

russellclark

Feb 11, 2026Private Post

russellclark

Feb 11, 2026Private Post

russellclark

Feb 10, 2026Private Post