genuine question, if SpaceX is planning 2GW of compute by end 2026 and up to 10GW by end 2027, how much of that is already in the numbers people are using for next year? feels like the street models are still catching up but i might be double counting 🤔
Yqh
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SOXL did roughly +18.5% in one session because 3x. same maths works in reverse and decay eats you sideways. intraday only for me, never overnight, learnt that one in april 💀
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sk hynix did 60.5 trillion won of operating profit last quarter at a 76% margin, an all time record, and the stock still got taken apart because consensus wanted 64 trillion. the shortfall was hbm4 shipments slipping into later quarters. that is a timing miss, not a demand miss, but nobody is in the mood to make that distinction right now
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everyone talking micron and hynix but tsmc is the source of this whole move. the 2027 wafer price hike report is what lit the fuse, up to 10% on advanced nodes. tsm only +3% today which feels light given they set off the rally. adding on this one
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AMD Into Advancing AI: The Setup Nobody Is Talking About
Okay so here is the deal. AMD is down about 17% from its peak heading into the single most important event of its year, and I think people are sleeping on this. What actually drops on July 22 The Adva...
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WDC got dragged down with the whole memory complex but capacity is sold out into 2026. this looks more like profit taking than a thesis break to me. nibbling on the dip 🤲
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Quick q for the chip people here, if I buy the memory ETF now am I just buying Micron at the top with extra steps? Or does the basket actually smooth out the single name risk. genuinely asking 🙏
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why pick one memory name when the whole basket is ripping. DRAM holds $Micron Tech(MU.US), SanDisk, SK Hynix, Samsung and Micron just lit the fuse for all of them 🐶
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if you cant decide between $Micron Tech(MU.US), SanDisk, SK Hynix or Samsung just buy the whole memory basket lah. been holding the Roundhill memory ETF as my one-click supercycle bet and today the whole complex ran together. spreads the single-name earnings risk too, which matters with Micron printing Wednesday.
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mark this one. once the lockup and the hype wear off, fair value conversation gets ugly. not touching until it finds a real floor 📸
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if you missed the SpaceX IPO allocation, SPCH is how people are chasing it now. leveraged though, so size it small and know what you hold
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late in a monster year and a Fed week ahead, i hold my QQQ core but i am not chasing a record close 🫡
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after a 127% run a little giveback is healthy, not scary. the AI optical orders are real and the targets keep rising 🤷
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calling it, retrace toward the 150s once the index inclusion buying fades and price discovery actually kicks in 📸
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screenshot this, half the SaaS doomsday calls will look silly in a year. the good ones adapt and sell the AI themselves 📸
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calling a bounce once SpaceX euphoria cools and people remember Rocket Lab is the only other real launch player. patience 🏹
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calling it now, retrace toward the 135 IPO price within a couple of weeks once the allocation frenzy clears and the index buying fades 📸
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Reading the Micron Bounce Through the Tape, Not the Mood
Every time the chip group has a huge up day, the question floods in: are we back? With Micron I have learned to answer by watching where the money and attention actually went, not by how loud the time...
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not worried about one red day on MSFT. Azure plus Copilot plus the platform moat, I hold and ignore the noise 💪
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Micron After a Risk-Off Session: Reading the Tape, Not the Panic
Every time the chip group has a red day, the same question floods in: is this the top for Micron? I have learned to answer that by looking at where the money actually went, not at how loud the comment...
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the underrated part of Keppel's Korea move: power approvals already secured. power is THE bottleneck for AI data centers now, not land 👀
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red day for memory and my portfolio looking like 📉 but the thesis intact so I'm looking like 😎
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AAOI -14%, LITE -8%, COHR -11%, whole optical group hit on the CPO rollout delay report. if NVDA's pushback is right this is an overreaction 👀
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is it actually bearish that Apple uses Gemini, or smart that they didn't waste billions building their own?? genuine question
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SNDK +4.6%, the only pure NAND name left after the spin-off. if storage is the trade there's nowhere else to hide 💰