Caspian

Stay in the market, never lose your bearings.

[Caspian @Calligraph11663]

3 Month Change reached its new height at 82.4%. Mainly because of holding $DRAM

[Paradis Labs @ParadisLabs]

High confidence in these names going up 2-3x in the next 6 months:

1. $SNDK / Kioxia
2. $NBIS
3. $AAOI
4. $AEHR

Just from the top of my head.

Others like $IQE + $SIVE + $LPK have potential still as European small caps that I hold.

But are all well past their discovery phases - so it's about good execution now.

[Caspian @Calligraph11663]

Order and order again

[Caspian @Calligraph11663]

As global AI supremacy intensifies amid the rapid expansion of AI technological competition, chip testing has become an indispensable link across the entire industrial chain. In this context, Aehr Test Systems ($AEHR ) stands out as a leading player that commands core technologies for both wafer-level burn-in (WLBI) and package-level burn-in (PLBI). Its client roster includes industry heavyweights such as $GOOG , $NVDA and $AMD .

$AEHR delivers high-power and high-efficiency chip testing solutions with industry-leading throughput. Backed by a robust order pipeline, its financial performance is poised for imminent delivery. Additionally, the stock’s cyclical traits are gradually giving way to solid growth fundamentals, making price pullbacks ideal entry opportunities.

#stock #investment

[Caspian @Calligraph11663]

Anyway, lower oil price make most of those in stock market happier

[Jim Cramer @jimcramer]

So far my $70 thesis for oil is playing out. Pump will come down fast. The fed heads who predict increases need to get better data.

[Caspian @Calligraph11663]

SK Hynix has emerged as the top holding in $DRAM and the decision looks extremely rewarding so far.

[Caspian @Calligraph11663]

3 Month Change reached its new height at 82.4%. Mainly because of holding $DRAM

[Caspian @Calligraph11663]

This drop is nothing compared to what it was like before…
Should be 3xxx first

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Spot gold prices fall sharply after the Fed signals potential rate hikes ahead.

[Caspian @Calligraph11663]

Glad to see Jim be optimistic and why not just believe in the dream of Elon

[Jim Cramer @jimcramer]

I clock SpaceX going up one point per hour

[CK Capital @CKCapitalxx]

There is a shortage so severe Goldman called it the worst in 15 years, and most retail investors have no idea it is happening.

It is memory. Every company on earth is fighting over NVIDIA chips, but those chips do nothing without memory feeding them, and an AI server eats 8 to 10 times the memory of a normal one. Demand went vertical and the makers cannot keep up.

Micron already sold out its entire 2026 production, the whole year gone. Jensen Huang walked up to an SK Hynix wafer at COMPUTEX and wrote “Please Make More” on it by hand.

This is not the old memory cycle that booms and busts every couple years. It is structural this time. New fabs take years and tens of billions to build and nothing real comes online until 2027.

So demand keeps outrunning supply, and that means years of pricing power for everyone who makes the stuff. HBM for training, DRAM for inference, NAND for storage. Every layer short at the same time.

The whole sector is moving on it. SK Hynix, Samsung, Micron, SanDisk all riding the same wave. The catch is the two biggest winners trade overseas and are a pain for most people to buy.

That is exactly why I own the $DRAM ETF. One ticker gets me the entire memory complex, every company that wins from the shortage, in a single position.

Long Memory.

[Caspian @Calligraph11663]

Would like to see that lol

[Evan @StockMKTNewz]

🇺🇸 PRESIDENT TRUMP JUST SAID HE EXPECTS THE STOCK MARKET GAINS TO CONTINUE

[Caspian @Calligraph11663]

Glad to have chosen DRAM as my first position. Cuz both MU and SK Hynix are never going to be hesitated.

[CK Capital @CKCapitalxx]

Why not both with $DRAM.

[Investing.com @Investingcom]

KEVIN WARSH’S FED IS DUE TO HOLD ITS FIRST RATE DECISION

[Caspian @Calligraph11663]

@ripster47 When will it start

[Caspian @Calligraph11663]

$AEHR 13% just soaring

[Caspian @Calligraph11663]

Pay attention to
> $NVTS
> $ALMU
> $AEHR
> $BRUN

[Caspian @Calligraph11663]

@TW_trades_ 2027 will probably exciting for those who dare to get ready for these three stocks

[Caspian @Calligraph11663]

The key takeaway lies in whether the wording of interest rate cuts will be retained—this is by far the market’s top concern right now. Theoretically, policymakers will keep this language intact to stabilize markets.

[amit @amitisinvesting]

oil below $80 but markets struggling means everyone is likely nervous for Warsh’s first FOMC tomorrow

he’s gonna set the stage for the next 5 years of Fed Policy

[Caspian @Calligraph11663]

@Stanleysobest wtf

[Caspian @Calligraph11663]

@midascabal everyone has an exciting dream

[Caspian @Calligraph11663]

@ren_stocks Watch the price action: add more positions if it hits a new high; cut losses if it breaks below the previous high.

[Caspian @Calligraph11663]

@CKCapitalxx Be sure to surge

[Caspian @Calligraph11663]

@Remzztrades Why