Bull Scans

StockMarket Enthusiast 📈
Not much to share; more of a listener than a talker

[amit @amitisinvesting]

I bought $NBIS at $232.49.

I *think* the market is wrong for selling the neo-clouds here and it feels like an overreaction to the META news.

AWS just raised GPU rental prices by 20%.

META is using their compute to monetize in a way that makes their overall business more diverse in terms of AI revenue streams.

Given the backlog and senior management claiming that 4 customers are fighting for one GPU, it feels like a knee-jerk reaction to the META headline.

Will buy more in low $200s if we see it, last time we got that price on $NBIS was 3 weeks ago on a market-wide drawdown so it feels like this might be an opportunity.

[Options selling with Christian @optionscjp]

Let me give you guys a little tip

There is 0 excess compute right now

Mark Zuckerberg made a comment a couple months ago saying that

“IF”there were ever any excess compute they could sell it

Bloomberg (as usual) is recycling this and spreading it as fake news saying they’re starting a compute business right now

Bought the dip on $MRVL this AM

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta, $META, is developing a cloud infrastructure business that will sell access to AI compute and aims to compete with Amazon, Microsoft, and Google, per Bloomberg.

Meta shares are surging over +7% on the news.

[Evan @StockMKTNewz]

SK HYNIX OFFICIALLY FILES FOR A US IPO

South Korean 🇰🇷 AI memory chipmaker SK Hynix has filed a Form F-1 Registration Statement with the SEC to list its shares on Nasdaq

[Jukan @ ICML @jukan05]

TrendForce:

3Q26 PC DRAM contract price growth has been revised up from the previous forecast of +8–13% QoQ to +15–20% QoQ. The 4Q26 forecast was also revised up from +0–5% to +3–8%.

3Q26 server DRAM contract prices are expected to rise by 13–18% QoQ.

$DRAM $MU

[Bull Theory @BullTheoryio]

🚨 SOUTH KOREA JUST UNVEILED $650 BILLION IN AI AND CHIP SPENDING.

Samsung and SK Hynix announced a combined investment plan that could top 1,000 trillion won ($650 BILLION) over the next decade, alongside President Lee Jae Myung's push for balanced regional growth.

Here's the breakdown:

1. Samsung and SK Hynix announce 800 trillion won($518 B) investment in four semiconductor fabrication plants.

2. 81 trillion won ($52.45B) goes into HBM packaging facilities.

3. 30 trillion won ($19.42B) over 15 years for next-generation memory tech.

4. Seoul's DRAM production is targeted to double in 5 years.

5. 18.4 gigawatts of AI data center capacity planned by 2035, starting with 8.4 gigawatts by 2029 from SK Group, GS Group, and Naver.

Samsung's Chairman Lee Jae-yong said current capacity can't meet demand, with new investments also going into robotics, biotech, batteries, and chip substrates across multiple regions.

Despite the scale of the announcement, both stocks fell. Samsung dropped -5.3%, SK Hynix fell -3.4%.

A single semiconductor fab alone costs at least 60 trillion won ($40 billion) and takes years to build, so the actual supply increase from this plan won't materialize for years, while investors have to absorb the financing cost now.

That's also why the Korea Exchange pulled a planned options launch tied to these stocks, the market is pricing in execution and funding risk over the headline number itself, especially with South Korea's market already down 10% in the past week on broader AI valuation fears.

[Shay Boloor @StockSavvyShay]

Michael Burry just bought $MSFT leaps expiring in December 2028 with a $700 strike.

[Bull Scans @BullScans]

Nebius $NBIS launched Aether 3.6, a cloud update adding AI, security, storage, and performance features.
•New Echo AI agent enables natural-language cloud management.
•Adds Key Management Service, Workload Identity Federation, IAM controls, and budgets.
•Improves object storage, shared filesystem performance, and Kubernetes support.
•Also includes a Builder Program, Certification Program, and a free $5 cloud trial.

[Mindset for Money @Mindset4Money_X]

Saas Bro +1% Today Memory Bro -12% Today
(-30% YTD) (+160% YTD)

[Bull Scans @BullScans]

Actually, to be sincerely honest in my humble opinion, without being sentimental and of course without offending anyone who thinks differently from my point of view, and without hiding any thoughts in my mind, and without lies to the actual truth, with my clear open mind and clean heart, expressing whatever is embedded inside me for a long time which I didn't say because I was nervous. But today, by gathering all the courage and motivation, I just want to say that I actually feel and think that I have absolutely nothing to say. Thank you!!

[Shay Boloor @StockSavvyShay]

$SOFI CEO Anthony Noto just bought another ~$250K of stock at $18/share.

He has now purchased ~$2.3M worth of shares in 2026 across five separate buys.

[Bull Scans @BullScans]

@amitisinvesting Porn stock market

[DogeDesigner @cb_doge]

SpaceX is now officially public.

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 President Trump says a deal with Iran could be signed this weekend in Europe, US Vice President JD Vance to attend signing.

[Bull Scans @BullScans]

@Barchart Did you expect more from liberals?

[Bull Scans @BullScans]

🌮

[Bull Scans @BullScans]

2026 market crash cancelled 🤡

[Bull Scans @BullScans]

Futures green baby 💚✅🍀🤑🟢

[Just a Dude Who Invests @DudeWhoInvests]

I do not see anymore YTD screenshots. 😂