Hamilton Spitzfel

[Hamilton Spitzfel @Hamilton8021]

@turintrader Thanks for the reply, extremely really appreciate it Turin. One follow-up: memory (MU etc.) is clearly lagging the rest of semis on peak-cycle / peak earnings growth fears. Is this just a pause, or has memory's leadership ended? Would you own memory here or rotate to other semis?

[Hamilton Spitzfel @Hamilton8021]

@amitisinvesting amit, when you get excited like this, it always has marked local tops haha

[Hamilton Spitzfel @Hamilton8021]

@choboinvestor @BruceWayneKorea 하이닉스는 지금이 마지막 매도 기회입니다. 쭉쭉 빠지기 시작하면 60만원대로 갈 것 같아요

[Hamilton Spitzfel @Hamilton8021]

@lucaspinker @ShanghaoJin Hi, I'm a big subscriber & a fan of yours. How do you see $MU, solana:XHxQRvqGcr2YjZoSzTfXxkHBqCL9izthGrAAYRYpump from here. @ShanghaoJin

[Hamilton Spitzfel @Hamilton8021]

@degentradingLSD what is your take on this? This news is taking $MU down together...

Maybe a signal of caution on the overall Memory sector?

[Hamilton Spitzfel @Hamilton8021]

@bubbleboi I thought you were cautious on memory, as the second derivative of earnings are peaking.

Do you see Micron making significant new highs?

[Hamilton Spitzfel @Hamilton8021]

@ShanghaoJin @ShanghaoJin do you see the pension rebalancing largely over?

[Hamilton Spitzfel @Hamilton8021]

@yarbatman what a disgusting anti american post. I just took a screenshot and am reporting this to the NSA.

[Hamilton Spitzfel @Hamilton8021]

@zephyr_z9 @grok what's the stocks which are set to benefit the most from this?

[Hamilton Spitzfel @Hamilton8021]

@bubbleboi @labubu_trader @bubbleboi are you bullish short term on nasdaq&AI?

Next week might be nasty if there is no Iran deal over the weekend..

[Hamilton Spitzfel @Hamilton8021]

@HiCagr why?

[Hamilton Spitzfel @Hamilton8021]

@BruceWayneKorea 분할상장 이슈 없는 삼성전자로 오시지요

[Hamilton Spitzfel @Hamilton8021]

@ShanghaoJin @ShanghaoJin Does this make you significantly more bullish on memory, DRAM?

[Hamilton Spitzfel @Hamilton8021]

@DaveHcontrarian @jon_qian_ @RobbyBobbyDoo @TheOriginal5895 @Mike_TH1984 @RobertJosan @PRodr1guez @TimPrice1969 David are you sure that TLT finds a bottom in two days?

You have been calling for TLT bottom for literally almost more than a year now. For 2026 alone you called for TLT bottom several times..

[Hamilton Spitzfel @Hamilton8021]

@tamamagiyomi 추석 끝나고 월욜에 지수 상방 사이드카 예상합니다. 샌마 이렇게 잘가는데 국장은 의심이 많아요. 의심과 숏 한방에 다 터뜨리는게 나올 것 같네요

[Hamilton Spitzfel @Hamilton8021]

@BruceWayneKorea 닉스는 3분기 실적도 어닝쇼크 뜰 것 같다는 얘기들이 있네요

[Hamilton Spitzfel @Hamilton8021]

@BruceWayneKorea 잘 오를때는 조용히 흡족해하시다가..
참고로 닉스는 전자 대비 펀더가 밀립니다.
hbm 단가도 밀리고, hbm4 기술력도 밀리고, 전자가 수율도 따라잡았죠.

전자우선주는 달러 기준 신고가 오늘 찍었습니다.
지금도 전자로 좀 옮기시기에 안 늦었다고 봅니다