Living!!!

[Beth Kindig @Beth_Kindig]

Intel and AMD have reported raised CPU prices by 10% to as much as 35% QoQ, as tight supply faces strong demand.

$INTC $AMD $NVDA

[Living!!! @DLSTrader]

@vulturetrades $SPY

[Noah @antibearthesis]

HE JUST DID IT AGAIN

$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY

IN 2025 HE CALLED:
$NBIS AT $22 → +1000%
$INTC AT $23 → +500%
$SNDK AT $275 → +500%
$CRWV AT $40 → +200%
$TSM AT $240 → +80%

NOW HE’S TELLING YOU TO BUY SPACE STOCKS:
$RKLB AT $143
$ASTS AT $113
$FLY AT $46
$AMZN AT $270

ARE YOU GOING TO IGNORE HIM AGAIN?

[Shushant Lakhyani @shushant_l]

99% of Claude users have no idea these shortcuts exist.

They're hiding in plain sight.

Here are 40 Claude prompt shortcuts that can save hours every week.

📂 Claude Prompt Shortcuts
┃
┣ 📂 Explain & Understand
┃ ┣ 📂 /ELI5
┃ ┣ 📂 /TLDR
┃ ┣ 📂 /DEFINE
┃ ┣ 📂 /EXAMPLE OF
┃ ┣ 📂 /SIMPLIFY
┃ ┣ 📂 /HISTORY OF
┃ ┗ 📂 /CONTEXT FOR
┃
┣ 📂 Think & Decide
┃ ┣ 📂 /PROS AND CONS
┃ ┣ 📂 /COMPARE
┃ ┣ 📂 /RISKS OF
┃ ┣ 📂 /DEVIL'S ADVOCATE
┃ ┗ 📂 /DECISION MATRIX
┃
┣ 📂 Writing
┃ ┣ 📂 /REWRITE
┃ ┣ 📂 /SHORTER
┃ ┣ 📂 /CLEARER
┃ ┣ 📂 /MORE FORMAL
┃ ┗ 📂 /PROOFREAD
┃
┣ 📂 Email & Work
┃ ┣ 📂 /EMAIL FROM
┃ ┣ 📂 /SUBJECT LINE FOR
┃ ┣ 📂 /POLITE DECLINE
┃ ┣ 📂 /MEETING AGENDA FOR
┃ ┣ 📂 /ACTION ITEMS FROM
┃ ┗ 📂 /COVER LETTER FOR
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┣ 📂 Creative
┃ ┣ 📂 /STORY ABOUT
┃ ┣ 📂 /TWEET ABOUT
┃ ┣ 📂 /LINKEDIN POST ABOUT
┃ ┣ 📂 /HEADLINE FOR
┃ ┣ 📂 /SLOGAN FOR
┃ ┗ 📂 /CAPTION FOR
┃
┣ 📂 Learning
┃ ┣ 📂 /QUIZ ME ON
┃ ┣ 📂 /FLASHCARDS FOR
┃ ┣ 📂 /STUDY PLAN FOR
┃ ┣ 📂 /BEGINNER GUIDE TO
┃ ┣ 📂 /LEARN [topic]
┃ ┗ 📂 /CHEAT SHEET FOR
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┣ 📂 Productivity
┃ ┣ 📂 /STEP-BY-STEP
┃ ┣ 📂 /CHECKLIST FOR
┃ ┣ 📂 /SUMMARIZE
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┣ 📂 Mind & Growth
┃ ┣ 📂 /JOURNAL PROMPT FOR
┃ ┗ 📂 /HABIT PLAN FOR
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┣ 📂 Content Creation
┃ ┣ 📂 Social Media Posts
┃ ┣ 📂 Newsletter Writing
┃ ┣ 📂 Blog Articles
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┃ ┗ 📂 Audience Growth
┃
┣ 📂 Marketing
┃ ┣ 📂 Ad Copy
┃ ┣ 📂 Landing Pages
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[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[Living!!! @DLSTrader]

@DekmarTrades Broker Phase-In: While the rule is established, brokerages have a transition period of up to 18 months (until October 2027) to fully upgrade their systems to the new risk-based framework.

[Marc Lehman @markflowchatter]

UBS analyst Timothy Arcuri out on Micron $MU

trying to take the place of Mary Meeker / Henry Blodget with his sky high price target of $1625 from $535

Valuation: PT to $1,625 (from $535) We raise our price target from $535 to $1,625 based on a ~15x NTM P/E multiple (noting we see no reason why MU should trade a whole lot differently than NVDA in terms of P/E), which is in line with the 3-yr average, and applied to our ~$117 C2029E EPS and discounted back to C2028E using a COE of ~12%. Importantly, we anchor on C2029E EPS as we believe it best reflects MU’s through-cycle earnings power under LTAs because, by that point, our model assumes a moderate memory downcycle, albeit with LTAs buoying the company’s earnings base.

[Living!!! @DLSTrader]

@2000STOCKMASTER @smartertrader I did thx stockmaster

[Sam Parikh @smartertrader]

Stunning mu comments yields better too.... insane great move coming in1-2months 1100 comes

[Ehrmantraut Capital @EhrmantrautCap_]

Nomura from Japan with absolutely staggering predictions on global memory TAM:

2027: $1.35 trillion
2028: $1.73 trillion
2029: $2.12 trillion
2030: $2.63 trillion

And you expect me not to be bullish on memory?

$MU $SNDK $DRAM $EWY

[First Squawk @FirstSquawk]

TRUMP ON IRAN: THERE APPEARS TO BE A STRONG LIKELIHOOD THAT AN AGREEMENT CAN BE REACHED

[Sam Parikh @smartertrader]

Lives changed. Just stunning. So many messages.

Banged 2.4.m. Stunning week again.

Wow

[The AI Investor @The_AI_Investor]

Insane, looks like memory demand is going out of control as SK Hynix received offers to fund its production lines.

$DRAM $MU

[OptionsTrading101 @OptionsPro101]

$IREN is up 22% after reporting a double beat on Q3 earnings, plus announcing a major strategic partnership with $NVDA (up to 5GW AI infrastructure + potential $2.1B equity stake via warrants).

[JC Investing @AIInvestorHQ]

“Micron ($MU) will be $2000 a share by the end of the year” - Micron CEO (probably)

[Tannor Manson @Futurenvesting]

SanDisk $SNDK CEO on signing extremely significant long-term memory commitments from data center customers:

"We have customers putting up billions of dollars in collateral through various financial instruments that will survive for the life of these contracts. If they don't meet their obligations for consistent purchasing every quarter, that financial commitment immediately comes to us as compensation.

Honestly, I never expect to collect those because our customers are extremely serious about needing this product. In the normal case, we sign an agreement and, within weeks, we’re having a conversation about how to increase the amount of product we can provide. It is a very dynamic market."

[Sam Parikh @smartertrader]

Nice post. Agree

[Living!!! @DLSTrader]

@smartertrader I think it will

[OptionsTrading101 @OptionsPro101]

$MU Q2 2026 earnings:

EPS (non-GAAP/adjusted): 12.20 vs. 8.73 est. ✅

Revenue: $23.86B vs. $19.51B est. ✅

Key highlights from the Q3 FY2026 outlook:

Revenue is expected to be around $33.5 billion (midpoint), with some estimates ranging from $32.7B to $34.2B, compared to consensus estimates of $23.3B–$23.8B. 🚀

That’s a massive beat of roughly +$10B, implying another strong sequential jump from the recently reported Q2. 🚀

Adjusted EPS is projected at $19.15 (midpoint), well above estimates of $11, representing another significant outperformance. 🚀

Gross margin is expected to come in at 81%, versus estimates around 71%, reflecting strong pricing power, a favorable mix shift toward high-margin HBM and AI products, and continued operational efficiency. 🚀

[Wayne Liang @wliang]

Remember, the last Monthly BD on $BTC took us from $23,000~ to $125,000. The next Monthly BD will be my largest entry point. This next rally should take us to $200,000. 🧬