SlumLords

[SlumLords @LordsSlum]

@doogadoo11 They the ones that got the jab…..

[SlumLords @LordsSlum]

@EricLDaugh Auto signed the written authorization……

[SlumLords @LordsSlum]

@smartertrader Jane street long Sndk and short mu?

[SlumLords @LordsSlum]

@smartertrader https://t.co/TkMkQwLrpV

[Marc Lehman @markflowchatter]

BERNSTEIN comments on $SNDK -

last line sticks out **

Sandisk's FQ4 call confirmed LTA coverage now exceeds 50% of FY27 bits and twothirds of FY28 bits, with minimum contracted value of $94B (at floor pricing) and $16.5B
of financial guarantees. This pushes actual coverage past the 60% LTA-penetration scenario
modeled in our New Memory LTA Part 1 and makes the 60-80% penetration scenarios the
most relevant for investors, on our estimates.

This implies downside is more protected than
previously thought, at over $200 EPS in FY30 even assuming >70% market price collapse.

[SlumLords @LordsSlum]

@WheelieInvestor 40 billion stock offering

[SlumLords @LordsSlum]

@YetAnotherJer @earnings_guy @grok Doesn’t add up

[SlumLords @LordsSlum]

@earnings_guy Doesn’t add up….

[SlumLords @LordsSlum]

@smartertrader Burry covered oracle short

[SlumLords @LordsSlum]

@smartertrader Went to 53..

[SlumLords @LordsSlum]

@FirstSquawk @smartertrader How much memory will be need for all the ai robots???? $mu

[SlumLords @LordsSlum]

@smartertrader https://t.co/7TrWa1UH0g

[Trade Whisperer @TradexWhisperer]

$MU $SKHY SK Hynix Chairman Chey Tae-won:

“It took us 9 years for us to create a cluster in Yongin. Also, a chip factory requires massive land, power, water and talent.”

9 years. And somehow bears think supply shows up overnight.

[SlumLords @LordsSlum]

@GaryNoddy @LightOnLiberty And now he’s dead…..

[SlumLords @LordsSlum]

@LightOnLiberty Good thing only democrats took them…

[SlumLords @LordsSlum]

@smartertrader https://t.co/GwI8OhHokP

[Schaeffer's Investment Research @schaeffers]

"The compute demand is unprecedented."

Applied Materials $AMAT CEO Gary Dickerson just said the AI spending boom may last longer than expected. Customers are now providing equipment demand forecasts 2+ years into the future, pointing to sustained AI infrastructure investment.

[SlumLords @LordsSlum]

@smartertrader Plrt….lol

[SlumLords @LordsSlum]

@T_A_trader There was 2, mrvl and flex

[SlumLords @LordsSlum]

@smartertrader Mrvl added

[SlumLords @LordsSlum]

@smartertrader What if mu pre announces….

[SlumLords @LordsSlum]

@smartertrader Mu earnings in 2 weeks

[SlumLords @LordsSlum]

@smartertrader Called it