Bobby Axelrod

Billionaire

[Traveller @A_Najumi]

Yesterday's $SKHY call buyer is holding their full position

$SPY $QQQ

[Bottleneck Investor @BottleneckFindr]

$DRAM $SKHY SK Hynix back at ₩1,842,000 - same price as mid-May.

Fundamental milestones since then:

• Multi-year strategic partnership with Nvidia announced - one of the biggest AI infra collaborations this year
• First to ship 12-layer HBM4E samples to major customers: up to 16 Gbps/pin, >20% better power efficiency - next accelerator cycle already being negotiated
• Q3 DRAM contract prices +13–18% QoQ, NAND +10–15% — on top of ~89% in Q2
• Korean DRAM exports +370% YoY in May
• Micron just printed 81% gross margins — proof of what memory pricing power looks like right now
• Samsung & SK Hynix themselves: shortage lasts into 2027 and beyond

Excited for Q2 earnings July 29.
Same price as mid-May, structurally better company.

[Trade Whisperer @TradexWhisperer]

$SKHY 4.87x. You gotta be kidding me.
Even lower than $MU at 5.56x.

At these levels, they can buy back the entire company in just ~4 years. Shortage until 2030.

Pure madness.

[Bobby Axelrod @BobbyAxelrod__]

@StevenCheung47 Was @johnthune there?

[Bobby Axelrod @BobbyAxelrod__]

@DarvasBoxAI Should have shorted that POS!! Good Gosh $SKHY getting crucified!

[Bobby Axelrod @BobbyAxelrod__]

@DarvasBoxAI That's a decent call but if you like bigger winners join Axe into $SKHY.

[Bobby Axelrod @BobbyAxelrod__]

@DKellerCMT Come on Keller step out of the Dark Side.

[Bobby Axelrod @BobbyAxelrod__]

@TehLamboX Let's hope!

[Bobby Axelrod @BobbyAxelrod__]

@DarvasBoxAI Ha if you were being chased by one of my tenants you'd hold the world record!

[Bobby Axelrod @BobbyAxelrod__]

@ces921 Craig, as a former Vol 1980 Blue Bonnet Bowl winner Ha! Congratulations on your daughter choosing the best school ever. Hope she has the time of her life!

[Bobby Axelrod @BobbyAxelrod__]

I hope you loaded on $SKHY today on this mini selloff. It's going to $300 Axe Capital is about to be a major holder. Good Luck!

[DarvasBoxAI🔲🤖 @DarvasBoxAI]

@BobbyAxelrod__ Have you turned Korean now?? $SKHY is a little wild for me at moment but looks good

[Bobby Axelrod @BobbyAxelrod__]

@DarvasBoxAI I'll turn Chechnya if it makes me money!!

[Bobby Axelrod @BobbyAxelrod__]

Yes, Axe Capital is initiating a position in $SKYH all the way up to $250 per share.

[Just a Dude Who Invests @DudeWhoInvests]

CAN SOMEONE EXPLAIN TO ME WHY SK HYNIX $SKHY IS ABSOLUTELY MOONING RIGHT NOW? 🌕

[Bobby Axelrod @BobbyAxelrod__]

@KatrinaCampins That-a-girl!!!!

[Bobby Axelrod @BobbyAxelrod__]

$GLD $Gc #GOLD Turns out to be another nasty bear flag. Does 4000 hold again or does is keep trending lower heading towards the lower support level? Not looking good with the higher Dollar and higher interest rates. Don't get sucked in on the short covering rallies -

[Bobby Axelrod @BobbyAxelrod__]

$GLD $GC #GOLD Not saying the downtrend is over by any means but can Gold get going here and make a 1-2-3 comeback? If so, 4,250 next stop. If not, just another awful break of a bear flag.

[Bobby Axelrod @BobbyAxelrod__]

@mattvanswol Citizen Vigilante

[Bobby Axelrod @BobbyAxelrod__]

@hntrbrkmedia @SammyKoppelman @CNBC I always wondered why @elonmusk didn't use $BE for his Memphis Data Center versus Gas Turbines. Something is up.

[Bobby Axelrod @BobbyAxelrod__]

$GLD $GC #GOLD Not saying the downtrend is over by any means but can Gold get going here and make a 1-2-3 comeback? If so, 4,250 next stop. If not, just another awful break of a bear flag.

[Bobby Axelrod @BobbyAxelrod__]

$GLD $GC #GOLD Eventually, Gold looks to be going back to test the breakout area from last year around 3,500. Puts it right on the long term uptrend. I wouldn't be starting any positions here. Wait for it.

[Bobby Axelrod @BobbyAxelrod__]

@eminiwizard FORE!