JK

Kinda alright at this trading thing - money is the worst so I will abuse it ~ Media is impending dooom ~ 73% of the tweets are from a drunken state i Cu

[JK @JKCoins]

Basics
"In this form of money there is immanent contradiction and potential for crisis. Money as a means of payment can function in its nominal form until there is a disturbance in the circulation." ~ JK

[JK @JKCoins]

$Gdx looking kinda nice here

[JK @JKCoins]

lul

[Sean @sean_________]

Aletheia on $MU:
"We forecast MU’s EPS to jump 8.5x in CY27E, followed by a further 1.8x expansion in CY28E. This implies roughly 15x cumulative EPS growth and $350–400bn of FCF generation in FY26-28E."
"We now expect server DRAM ASP to jump a further 30% in C3Q26 (vs previous expectation of 10- 15%); this is likely to rise by another 10-15% in C4Q26 (same as previous expectation)"
"we now expect HBM ASP to double YoY in C2027"
"Our analysis shows that memory devices are becoming the most critical components in the AI hardware system as their combined content value are expected to cross over 70% in 2027 vs mid-40%s in 2025. For DRAM-intensive device such as Vera CPU, the SoCAAM alone contributes over 70% of BOM in 2H26; the full spec Vera CPU rack could reach a staggering $26M ASP per rack..."

[JK @JKCoins]

Every weekend people rediscover how mispriced memory is love it

[JK @JKCoins]

$Mu opens above $1090 I think we can get $1250 this week if not we may just fill gap at $1079 and fade til earnings next week

[JK @JKCoins]

🏌️‍♂️

[tradfi news @tradfi]

*TRUMP: DEAL WITH ISLAMIC REPUBLIC OF IRAN IS COMPLETE

*TRUMP: AUTHORIZE IMMEDIATE REMOVAL OF UNITED STATES NAVAL BLOCKADE

*TRUMP: AUTHORIZE TOLL FREE OPENING OF STRAIT OF HORMUZ

[JK @JKCoins]

War over again by this Sunday on Trumpers Birthday?

~ I feel it

[JK @JKCoins]

I mean is it really that easy?

[tradfi news @tradfi]

*TRUMP: IRAN NUCLEAR DEAL SIGNING SCHEDULED TOMORROW

*TRUMP: HORMUZ STRAIT TO BE OPEN TO ALL IMMEDIATELY AFTER DEAL SIGNING

[JK @JKCoins]

Like they wouldnt run this back on $Mu again would they?

~ We hit $1200 tomorrow if so

[JK @JKCoins]

Need $Mu to gap up Monday like the last 5 weeks or so

[JK @JKCoins]

Bought a few hundred shares of $Hood last week I may have top blasted but if not new ath's inbound

~ Insiders buys have been nonstop and Trump accounts hitting in July 🏌️‍♂️

[JK @JKCoins]

$Mu $1400+ after earnings would be something I could get behind. Just ramp $Mu til Sk Hynix gets added to US stock exchanges then give it a breather

~ Theres no reason it shouldnt have a larger Mcap than $Meta or $Tsla 🔮

[JK @JKCoins]

This will forever by my analyst if supply constraints truly cause squares to hinder TSMC’s new wafers

[bubble boi @bubbleboi]

Wait until people realize why wafers are circles and not squares. Betting against TSMC can’t be this easy man.

[JK @JKCoins]

I still think $Btc has most likely bottomed or atleast very very close to it. Debating buying $Ibit 80cs for Dec 2028.

~ Probably best to wait for it to reclaim the weekly 200 as chop most likely ensues

[JK @JKCoins]

Ask and you shall receive thank you @MicronCEO

[Chris and the Markets @Tickertalk1]

$MU

$MU CEO giving clues about the earnings report on June 24-25.
We are 8 trading days away.

"If achieved, Q3 guidance would imply Micron generating over $27 billion in gross profit in a single quarter, marking one of the most profitable quarters for any memory company in history."

Can/could be 27 billion in three months...
I believe we are going higher.
I'm simply following the money.

Stay humble and self confident. One day at one time.

[JK @JKCoins]

@CryptoParadyme Bouta make my jersey mikes drives a little nicer

[JK @JKCoins]

Yeah work harder

[Elizabeth Warren @ewarren]

Elon Musk just became the world's first trillionaire. This needs to be a wake up call.

[JK @JKCoins]

@BasedDeptGnrl Brother crwv at 92$ was crime szn haha

[JK @JKCoins]

@BasedDeptGnrl @OurOwnNation Lol must’ve been some kind of discord make a new account?