Crumax

Professional Liquidation Expert // Editor @ABmedia_Crypto // Rookie in AI, crypto

"Be so good they can't ignore you"

[Crumax @Crumax1125]

@jimcramer Thanks for mentioning 😭

[Jukan @jukan05]

I’m worried memory could become a funding short like Nvidia — where the company keeps making new all-time highs in fundamentals, but the stock just moves sideways.

Could memory end up following the same path Nvidia did?

[Crumax @Crumax1125]

@AnyujinB @Mangyek0 @jukan05 I'd also appreciate a link. Thanks!

[Crumax @Crumax1125]

@himself65 Same in optics

[Autism Capital 🧩 @AutismCapital]

Don't worry about Crypto going down. The real gains were the anxiety disorders you made along the way.

[Jukan @jukan05]

I find it hard to understand why some people are interpreting Micron’s latest LTA signing as the end of the memory price upcycle.

Signing an LTA ultimately means that the amount of supply in the market that has not yet been locked up is shrinking. In other words, the later a customer signs an LTA, the greater the pressure they face to secure stable supply, and the stronger their FOMO becomes.

Over time, the fear of failing to secure enough memory will only intensify. That creates an environment where memory makers can secure LTAs on increasingly favorable terms.

I do not think this LTA marks the end of price increases. If anything, I think it is closer to the beginning.

[Abdulkadir | Cybersecurity @cyber_razz]

“A man who has not hit his Claude limit by noon has wasted his morning.”

-Socrates

[法克魷吉米 Jimmy | Real TSMC Insight | 純愛を学び中 💜 @jimmy_yoasobi]

1/8

A lot of people are talking about glass core substrates.

But if you are not from the packaging industry, you do not need to memorize every technical term first.

Start with one simple idea:

Glass core does not mean the chip itself becomes glass.

It is about making the “foundation” under a large AI chip package more stable.

[Crumax @Crumax1125]

💡🖊️

[ABMedia鏈新聞 @ABMedia_Crypto]

https://t.co/AJs7AzR209

[Rockstar Games @RockstarGames]

Pre-orders for Grand Theft Auto VI will officially begin on June 25 on digital storefronts and at other select retailers.

Check out the official cover art, also available as downloadable artwork at https://t.co/XPwC8URCQ4

[Trung Phan @TrungTPhan]

LinkedIn, X, Instagram, Reddit

[Zephyr @zephyr_z9]

Example:
CPO testing or HBM - bottleneck
huge future demand - power semis & MLCCs
Supply crunch - raw materials for CCL

[Siddhartha Saxena @siddsax]

Anthropic onboarding day: Michael Scott introducing Karpathy like he just signed Wemby in free agency.

[Lunix @SolLunix]

$67 invested in CS2 vs $NVDA in 2020

[CuiMao @CuiMao]

各位好，这真的是我最后一个关于Anthropic的故事了，本视频由seedance2制作完成。感谢你一直以来对我的关注。结尾有彩蛋。

[jbulltard @jbulltard1]

If you think this is worth $2 trillion you should find a new hobby bc finance isn’t for you

[Crumax @Crumax1125]

@bubbleboi This is wild... am I getting drafted

[Jukan @jukan05]

As I’ve explained before, the reason I post some bearish points is to make my own logic more complete.

You should never exclude the bear case. You have to incorporate every piece of logic into your thesis.

[Prepared Remarks @P_Remarks]

New study finds that Gen Z prefers buying levered semiconductor ETFs over having sex

(Per @Yale)