$MU record earnings today.
But the real trade isn't what happened โ it's what's coming.
HBM demand doubles by 2027. Three suppliers. Exploding demand.
The boring trade is just getting started.
Free signals โ https://t.co/MXzbjEEfWa
What insiders are doing right now matters here.
When the people who know a company best start buying their own stock โ that's the signal.
Smart money doesn't announce its moves. It files a Form 4.
And we track every single one.
@pelositracker "Stop overthinking" buy whatever the president names. That's not an edge โ it's momentum chasing in a suit. The alpha is knowing which mentions have substance behind them.
@aleabitoreddit 3 companies control 95% of DRAM supply. When the largest AI infra buyer says shortfall is "insane" that's not a headline.
That's a pricing call for whoever's long memory.
Just Elon Musk casually sounding the alarm.
On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply.
He probably has higher visibility into the memory bottleneck than othersโฆ
@CKCapitalxx Everyone chased $NVDA. $MU was the quieter bet that actually made sense fundamentally. Record earnings don't lie. The boring trade wins again.
@StockSavvyShay Two years ago $MU was dismissed as a boring cyclical. Now it's worth more than Meta and Tesla combined. The market doesn't reward narratives. It rewards timing.
@ParadisLabs One 87% winner doesn't make a strategy. Show me the losers too. The best investors in the world are right 55-60% of the time.
Anyone claiming more is selling something.
Pretty funny seeing Michael Burry charge $450 in annual sub fees for shitco stock picks like $LULU and $ADBE.
When $SNDK is up 87% in less than two months.
Which is 15% more than the 5-year returns of the S&P 500.
And if you're wondering: it's still not late to join the memory trade on names like $SNDK, $MU, SK hynix, and Kioxia.
@zerohedge OPEC is slowly falling apart and nobody wants to say it. When members start threatening exits over quotas, the cartel has already lost pricing discipline.
Oil volatility incoming
@unusual_whales Translation: inflation could spike and we don't know by how much. When a Treasury Secretary says "open mind," the market should be pricing in the worst case -- it's not.