Siphon Capital

🌎 Traveler | All 🇺🇸 |🎖️ Combat Veteran X3 | War is ☠️

[Siphon Capital @M_Grace__]

@KobeissiLetter $SMCI Is that one homie in the group that keeps getting arrested 😆

[Siphon Capital @M_Grace__]

@tweets2pointO @grok @CheddarFlow 😆

[Siphon Capital @M_Grace__]

@DrJarmydoc @sentdefender 😂 😆!

[Siphon Capital @M_Grace__]

@DOWResponse @SecWar Imagine attaining the rank of Chief Petty Officer and holding a salute for SECWAR in dress whites only for an 8 year old to roll his eyes at you 😂 🫡🫤

[Siphon Capital @M_Grace__]

@NetCashValue @PolarisLog Great points! I agree on all fronts. My guess is the catalyst will be Fed rate hike (probably October, in line with fiscal year) and lackluster ROI from hyperscalers coupled with forward guidance that captures all of your points.

[Siphon Capital @M_Grace__]

@Semiconsight @PolarisLog As of April 2026 🇺🇸 has had $DRAM ETF which allowed us access to SK Hynix (25%) and Samsung (25%) or 50% of the ETF holdings.

SK will be overbought and likely drop after the first few weeks of IPO so trade carefully

[Siphon Capital @M_Grace__]

@PolarisLog @Semiconsight This move is SK Hynix listing on the 🇺🇸 market in August 💰

[Siphon Capital @M_Grace__]

@NetCashValue @PolarisLog Where do you think the profits are now in relation to the cycle?

While the narrative is solid, I wonder:

1 Why hyper scalers are raising $ thru debt sales?

2 Have the forward orders been priced in and revenue for DRAM will flatten based on pre paid orders?

[Siphon Capital @M_Grace__]

@MarioNawfal Each smile = 2 years in a labor camp

[Siphon Capital @M_Grace__]

@Mr_Derivatives I think it will follow Q2 and drop on record earnings. 📈

Institutions will do everything they can to take profit and prevent short term call options from printing

As long as forward guidance is strong and CAPEX on new facilities isn’t too deep, it’ll recover in days

[Siphon Capital @M_Grace__]

@Venu_7_ $DRAM push to $85 on this?? 💰

[Siphon Capital @M_Grace__]

@zerohedge CONGRESSIONAL KAREN

[Siphon Capital @M_Grace__]

@clashreport

[Siphon Capital @M_Grace__]

@Eng_china5 Food preparation and cooking in full battle rattle is wild, at least drop the body armor 🫡

[Siphon Capital @M_Grace__]

@MarioNawfal

[Siphon Capital @M_Grace__]

@HeroDividend 😆 😂 😆 👏

[Siphon Capital @M_Grace__]

@1911Spartan @ClownWorld 😆 😂

[Siphon Capital @M_Grace__]

@stats_feed Investing in your IRA or 401K will compound 💰 and give you hope for early retirement just as your lower back and knees are giving out. 😎

[Siphon Capital @M_Grace__]

@EpicClipVault

[Siphon Capital @M_Grace__]

@Mr_Derivatives 😂 😆😆👏