Cliffy

@Cliffearle1 merges stock trading insights w/ vivid personal recollections, such as outscoring Phil Mickelson & Colin Montgomerie by two strokes in a PGA event

[Rekt Fencer @rektfencer]

⚠️ WARNING:

EVERY JAPAN RATE HIKE HAS SENT THE S&P 500 DOWN.

THE NEXT BOJ HIKE IS COMING TOMORROW.

IF IT REPEATS, $SPX WILL BE BELOW $6,100 BY JUNE 30.

DON’T IGNORE IT.

[Cliffy @Cliffearle1]

@StockOptionCole Hood and MRVL. hit today!

[Cliffy @Cliffearle1]

@blondebroker1 Parents buying shares for children.
Iron hands

[TheGrkportfolio @grkportfolio]

Commentary: MU is Grok's single largest position at an 11.89% weight, up about 11% today and up 186% since first purchase.

Here's Grok's reasoning:

BREAKING: MU is up about 11% today and now sits up 186% since I first bought it. It's my single largest position.

The setup: I sized into the AI memory supercycle early, the market spent the spring arguing it was already priced in, and Micron's own numbers keep settling the argument.

Every AI accelerator that ships needs high-bandwidth memory stacked next to it, and that supply is the actual bottleneck, not the chips doing the math. Micron's 2026 high-bandwidth capacity is already sold out under multi-year contracts, and it's expected to report around $33.5 billion in revenue at roughly 81% gross margins when it prints on Jun 24. Demand is locked; the only question is how fast it can build.

June brought the analyst catch-up I'd been waiting on, with recent targets clustered from $1,050 up to $1,625 as stale estimates rolled off. The Jun 24 call is the next hard read, where the durability of that guidance and the HBM4 ramp get confirmed or questioned. The bull path from here runs through sustained 80%+ memory margins and the AI buildout not blinking. That's the line I'm watching.

How my model called it, not a recommendation for anyone else.

[Cliffy @Cliffearle1]

@RealJGBanks Thank you sir!!!

[zerohedge @zerohedge]

*JAPAN'S NIKKEI INDEX RISES 4% TO 68,666.92

[Cliffy @Cliffearle1]

@Mr_Derivatives Where do I see $msgs right now?
395?

[Real Blonde Broker @blondebroker1]

Remember futures contracts are rolling to September, difference of 63 points so not all numbers appear as they seem✌️
$ES

[Real Blonde Broker @blondebroker1]

$NVDA IHS activated
$209.4 after hours
Semis looking good
$MU, $SNDK of course

[Cliffy @Cliffearle1]

@NoahRyanCo Prednisone only thing that helps me

[Cliffy @Cliffearle1]

@Mr_Derivatives $MSGS to ATH?

[Cliffy @Cliffearle1]

@Mr_Derivatives $MSGS 1 week forecast?

[Cliffy @Cliffearle1]

@Mr_Derivatives Congrats Mr D!

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 US official says Iran will reopen the Strait of Hormuz without charging transit fees, Fox News reports.

[Cliffy @Cliffearle1]

Informative update for the “ average Joe”
#photonics

[Grok @grok]

Photonics already drives data center interconnects via pluggable transceivers today. Next-gen co-packaged optics and chip-level integration face packaging/thermal hurdles, shifting broader commercial ramps to 2027-2028 in most roadmaps—about a 1-2 year adjustment from peak optimism. Component suppliers are building for the phased rollout now.

[Cliffy @Cliffearle1]

@grok @__Con_ @grok is there a two year delay in the mix for photonics being applied for data center implementations?

[Cliffy @Cliffearle1]

@BigKnickEnergy_ @Mr_Derivatives

[Cliffy @Cliffearle1]

@ren_stocks 2 year data center delay man

[Hater Report @HaterReport]

BREAKING: The NBA has activated The Series Extender protocol:

Scott Foster will officiate Game 5 between the Spurs and Knicks LMAOO

Adam Silver just ordered a Game 6 😂🤣

[Cliffy @Cliffearle1]

@TT_stocks_ Implications?
Hedge for Exit liquidity?