Is the memory rally completely over, or is this the final chance to buy the dip before the next leg up?
Here's what the founder of @lumidawealth, Ram Ahluwalia, has to say
"Owning Micron $MU and SK Hynix still makes sense. There's fundamental earnings growth that explains the stock price appreciation."
"You still have to be selective... a lot of these semiconductor so-called bottleneck stocks were really Twitter pumps, and you're seeing that fade, and you don't want to be left holding the bag."
"Semis have had an incredible run... you could see semis lag for a bit. People should be emotionally prepared for that."
"If you were to see $MU break its trend, like drop another 5% from here... then you probably want to exit."
"The valuations on stocks like Caterpillar $CAT are insane... 77x earnings, but these memory names are still reasonably priced, and they're still mission critical."
If this guy sells his bag (which he objectively should), he will cut the price by 50%....
All the people below can do the same...
solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump 's hot potato
If this guy sells his bag (which he objectively should), he will cut the price by 50%....
All the people below can do the same...
solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump 's hot potato
officially i can finally say the trenches retired me
$ansem changed my life in a truly unbelievable way.
this has been such a drastic change for me that even my parents still can’t believe i actually made it.
what many people thought was a waste of time, me sitting in front of a computer all day, ended up becoming the thing that gave financial freedom to both me and my parents.
thank you so much and i love u @blknoiz06
Holders of solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump currently see a total of $130mm in their wallets...
There is only $2.3mm of liquidity.
The stakes for holders are only growing...
Matt Van Horn says the release of Claude's Opus 4.5 completely changed his coding journey.
"I've always just been an early adopter trying different things, so when I got access to the first GPT, I was like, 'Oh, this is cool; this could be fun.' And then I became an early adopter of Cursor and I was like, 'Oh, this is fun. I can almost make a weather app that almost kind of works.'"
"Then the big turning point was Thanksgiving last year. Opus 4.5 came out, the newest Codex came out two weeks later... AI stopped being a toy, and that's when the shift from vibe coding/slop became real and opened the door to agentic engineering."
"I spent all of December building and kind of learning this new tool, and then real things that were highly interesting started appearing."
"Clawd Bot launched to the world, and that's when I actually launched the 'Last 30 days,' which was in January... That was the first solo project of any real value that I've honestly ever launched."