LLTH

[Ren @ren_stocks]

Things really move fast on the AI Buildout, especially in the CPO ecosystem.

See this extensive list below? It has $SIVE on it, but $AAOI did not make the cut because the real ramp up started this year, and a re-rate for $AAOI is happening THIS YEAR.

Things move fast, scale fast, and re-rate even faster.

[RJC @RJCcapital]

Nvidia just asked Samsung to increase NAND production by an amount equivalent to Apples entire annual NAND consumption and somehow you’re still bearish memory?

[Ehrmantraut Capital @EhrmantrautCap_]

We are not bullish enough on the pure-NAND plays SanDisk $SNDK and Kioxia $KXIAY.

[TheBigBerbowski @TheBigBerbowski]

Have you ever seen a successful pessimist?

I haven't.

$MU

[CK Capital @CKCapitalxx]

People are bearish neoclouds while Lisa Su is out here saying the world needs 100x more compute by 2030.

She said this 7 months ago.

She even invented a new unit of measurement for the demand, the yottaflop.

And since then?

Meta doubled its compute target to 14GW. Morgan Stanley raised hyperscaler capex to $1.4 trillion. Reflection AI stacked $7B in compute deals in a single month.

The demand didn’t slow down. It accelerated.

Make it make sense.

[Jukan @jukan05]

SK Group Chairman Chey Tae-won told reporters at the Korea Chamber of Commerce and Industry’s Jeju Forum on the 15th, “Demand for AI semiconductors is expected to increase by at least 60–100% next year compared with this year.” He added, “Even for the overall memory semiconductor market, demand should be expected to grow by at least 50–60%.”

Elaborating, Chey said, “Virtually no company will see any meaningful increase in supply next year, so the supply-demand gap is bound to widen significantly.” He continued, “Companies around the world are clamoring for memory chips—to the point where the situation could be described as utter chaos.” In other words, currently planned capacity expansions will be insufficient to meet the surge in demand.

[LLTH @LLTHTRS]

@perezreverte Echamos de menos sus críticas de cine.
Tal vez se anime a comentar qué le ha parecido "La odisea" de Nolan.
Muchas gracias por todo.

[Keith Woods @KeithWoodsYT]

Look how vibrant the behind the scenes footage looks compared to the film's sterile presentation. You go from the recognisable deep blues of the Meditteranean to multiple shades of grey. Baffling.

[Ehrmantraut Capital @EhrmantrautCap_]

China's Kimi K3 AI model proves one thing.

The United States is not doing enough to beat China in the AI race. The success of Kimi K3 is not bearish at all. It only reinforces the belief that the United States has to exert more efforts to dominate the AI revolution and stay ahead of China.

Long AI infrastructure stocks. $AAOI $SNDK $MU $SKHY $KXIAY

[Peluca 🎙️ @Mileinnials]

Están destruyendo ''La Odisea'' de Christoper Nolan, más cantado que despacito

[Heisenberg @Mr_Derivatives]

Next week’s earnings.

Gonna be a doozy.

$TSLA $GOOGL $INTC $NOK $NOW

[neppy @neppy]

nobody's gonna understand this.

we're not trading for fun, we're trading because a one bedroom is $2,800 and a degree gets you $15/hour.

we didn't choose this life.

[LLTH @LLTHTRS]

@cheese_not_soup @venom1s 🤥

[Prof @TheProfInvestor]

I will be brutally honest, when I day traded- Most of my losses came at lunch hour. The 3 most important times in the stock market:

The 3 most important times in the stock market:

10:00 AM: The early morning pivot. If we open green, it usually dips here. If we open red, it bounces.

12:00 PM: The lunch hour chop. Total sideways, useless action. Step away from the screen.

3:00 PM: Power hour. The final stretch when the big players step in and close the market exactly how they want it.

If you are forcing trades between 12 and 2 PM, odds are not with you.

[LLTH @LLTHTRS]

@RJCcapital @elonmusk He is also giving former $SNDK shareholders a ticket to Mars.

[LLTH @LLTHTRS]

@EhrmantrautCap_ I think the scare over the last few weeks has been designed to drive the gamblers away and to offset the euphoria caused by the great results and the likely increase in capex from the 7.

And, of course, so that they can keep our cake for themselves.

I don’t see any bubble

[Chris Ray @itschrisray]

“This correction is healthy, we needed this.”

[Askara @softmaxedx]

They can take the gains, but they can't take the screenshots.
$SIVE

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

ONE OF THE BIGGEST DRIVING FORCES IN THE FUTURE FOR JOBS ARE DATA CENTERS

Data center stocks are in a bear market today: $IREN, $CRWV, $APLD, $WULF, $CIFR, and $BTDR,