Dildo Baggins

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US officially finalizes new crypto stablecoin regulations under the GENIUS Act.

[OurSF49ers @OurSf49ers]

The 49ers wouldn’t have Malik Mustapha without Trey Lance 😳

H/T @cgruthless1

[NVIDIA @nvidia]

1 petaflop.

[Jason Luongo @JasonL_Capital]

Elon Musk is telling you EXACTLY what to invest in. He said "the value of compute per watt will increase over time, not decrease."

If I had $100,000 to invest in an AI portfolio, I would own these 10 stocks:

$IREN - $27.65 now. Microsoft handed them a $9.7B AI cloud contract. Targeting more than $4B of ARR from 2026 capacity.

$AVGO - $337 now. AI chip revenue up 221% to $16.7B last quarter. Guiding $21.7B next.

$NVDA - $220 now. Data center revenue up 117% to $89B last quarter. Guiding $108B next.

$CRDO - $182 now. Revenue up 115% to $479M last quarter. Optics alone expected to top $600M this fiscal year.

$MRVL - $244 now. Record $2.74B quarter. Targeting $70B to $90B in revenue by fiscal 2031.

$NBIS - $176 now. Revenue up 454% to $582M last quarter. Meta deal worth up to $27B.

$VST - $153 now. 20-year nuclear power deals with Meta for 2,609 MW. Up to 1,200 MW more going to AWS.

$NOK - $9.32 now. AI and cloud sales up 105% last quarter. Nvidia invested $1B for a 2.9% stake.

$AMKR - $44.69 now. $1.5B multi-year advanced packaging deal with Nvidia to expand Amkor's Arizona capacity.

$TSM - $431 now. Revenue up 41% to $46.7B last quarter. Guiding $52.3B to $54.3B next.

[DewmBoom @dewmboom]

$MU BREAKING: There is a company meeting with all employees at the Taoyuan facility after which there will be a voting to reach a settlement. The meeting is at 10:00 am Taiwan time or 9:00 PM CT. 🔥🔥🔥

[CK Capital @CKCapitalxx]

This is the worst environment to invest in.

The KOSPI gets wiped out every night because everyone is leveraged.

Trump bombs Iran out of nowhere every other day.

Headlines move the whole market before you can react.

We are lucky that every company is putting up record earnings. The AI trade is real, and that is what’s keeping this market alive.

Terrible backdrop, great earnings. Stay patient and don't overtrade.

[Will Meade @thechartdr]

They’re buying the dip in AI, Techs and semis with huge call options size today. I mean huge.

[unusual_whales @unusual_whales]

BREAKING: JPMorgan doubled its price target on SpaceX, $SPCX, to $500, from $240.

It kept its Overweight rating.

[Semiconductor Insider @SemiconductorsX]

Micron is drawing a line under planar DRAM scaling. After more than two decades, 4F² cells have no viable path left.
$MU
Feature-size shrinks, leakage control and manufacturing economics have reached practical limits.

The company is directing effort into 3D DRAM. Early stacked generations, 3D1 and 3D2, are already mapped as the route to continued density.

The same vertical approach shows up in its AI roadmap. Token efficiency, the combination of bandwidth, energy efficiency and capacity, is the metric.

Alongside the JEDEC path (HBM4/HBM4E through HBM5/HBM5E and HBM6), it is introducing custom vertical variants: vHBM (vertical 3D HBM) and vEIM (vertical edge inference memory).

These run on a timeline from 2026 toward 2030, with successive generations (vHBM1–3 and vEIM1–3) aimed at higher token throughput.

The enablers are hybrid bonding for higher stack density and finer interconnect pitch, thermal work for lower resistance and better heat spreading, and system co-design that treats the base die, PHY, packaging and workload together. JEDEC-compliant and custom 3D solutions can be optimized in concert.

Planar cell scaling is ending. 3D DRAM is the long-term capacity answer. Vertical HBM and edge-inference architectures are the nearer vehicles for AI performance.

The focus is no longer simply more bits per square millimeter. It is more useful tokens per watt and per second.

A 4F² dead end is a cell-architecture statement. It is not a 2026 volume statement.

If 3D DRAM is the capacity path and vHBM is the AI path, does the customer qualify the custom vertical part before the standard HBM5, or only after the JEDEC version is already shipping?

[Jukan @jukan05]

Hmm... Looks like Micron is going straight to 3D DRAM.

[Milk Road AI @MilkRoadAI]

The memory supercycle is about to get A LOT bigger,

Every single new wave of AI is creating an entirely NEW layer of demand for memory, and we're still in the EARLY stages of this cycle. HBM capacity per GPU has already increased 3.6X from Nvidia's H100 to B300. Memory per server is expected to DOUBLE over three years as inference and reasoning workloads become increasingly complex. Meanwhile, AI context lengths are growing roughly 30X annually as we move toward agentic AI, and autonomous vehicles could require more than 10X the DRAM capacity of today's advanced vehicles.

And here's what makes this so interesting for $MU. We're no longer talking about memory demand being driven primarily by training larger AI models. Every time these models become more capable, they need additional memory to store context, process information, run complex reasoning tasks, and interact with other AI agents. And as AI moves beyond data centers into robotics, autonomous vehicles, and physical devices, we're going to see an entirely new category of memory consumption. This is especially important because Micron isn't just exposed to HBM. It also benefits from server DRAM, LPDDR, and NAND storage, meaning the company has exposure across practically the ENTIRE memory hierarchy.

And unlike previous memory cycles, supply cannot simply expand overnight. Building new fabrication facilities takes YEARS, while manufacturers are increasingly allocating capacity toward more complex, higher value products like HBM. That's precisely why I continue to believe investors are underestimating just how long this memory upcycle could last. Bullish on $MU, if you want to see how I’m investing around this memory supercycle and the other AI infrastructure names I’m positioned in, check out my full Milk Road Pro portfolio below.

https://t.co/thIhK9ZH4E

[Daniel Newman @danielnewmanUV]

Listening to $MU product and tech webinar now. Roadmap and technology deep dive. TLDR is memory is becoming exponentially more strategic, and innovation is moving at an exponential pace.

[CG Ruthless1990 @cgruthless1]

Remember a time we traded Trey Lance for a 4th round pick? Thats Malik Mustapha

[The Figen @TheFigen_]

The jaguar, exhausted, swims toward the boat, and the soldiers pull it out of the water.
Beautiful kindness!

[Calvin @RealCalvin1]

USPS: Don’t send cash since it can be stolen.
Also USPS: Your ballot is totally safe.

[Basil the Great @BasilTheGreat]

🚨NEWS: The woman who went viral after she joined the riots in France only for them to smash up her shop as she begged them to stop has gone viral again after she has pledged to continue her support for the riots

You can't help some people

[Trade Whisperer @TradexWhisperer]

$TSLA $SPCX $MU $SKHY $TSM

Musk: Terafab targets logic volume production in 3Q28. He calls it “very aggressive,” since advanced US logic fabs typically take 3+ years.

When Elon built EVs, EV names rerated.
When he built rockets, space names rerated.
Now he’s building fabs.

[Khan Fatima @Khan_Fatimaa1]

First Poland was called "Islamophobic" because they wouldn't take Muslim immigrants.

Now they are the safest country in Europe. ♥️

[Benny Johnson @bennyjohnson]

🚨Ilhan Omar just broke her silence BEGGING for money on TikTok after being raided by DHS amid multiple federal investigations

She accused Trump of trying to “intimidate” her before the elections and is asking for donations to “fight back”.

This investigation was started by Biden and the search warrant was signed by a Democrat judge who donates to Democrats.

It isn’t political. She knows it and she’s panicking.