Noone

using X to research and refine thoughts
I am not your guru, not an expert I am nobody.
Not financial advice

[Noone @Nobody_finance]

@CKCapitalxx It’s already bottomed

[Noone @Nobody_finance]

@zephyr_z9 They are incentivized to keep the price high > force people into the cloud > cloud providers buy more memory> cycle repeats itself

[Noone @Nobody_finance]

@escvel0city11 @leopoldasch All of this and people are getting shaken out by price action

[Noone @Nobody_finance]

@Remzztrades I have some bad news for you

[Noone @Nobody_finance]

@aleabitoreddit Offering coming soon

[Noone @Nobody_finance]

@MoodyWriter13 Dude all you do is doom post about anything that isn’t memory. Relax man other stonks can go up too

[Noone @Nobody_finance]

@WatcherGuru If I can bet on people’s relationship status I will mortgage my home into this

[Noone @Nobody_finance]

@SebKrog IPFX is aerospace defense company early stage pre revenue, contracts building up for their tech development

https://t.co/wlH9PUpnmY

[Noone @Nobody_finance]

@SebKrog IPFX/BCAR

[Noone @Nobody_finance]

@KevinChinARO Can you drop the tenant instead of tweeting ?

[Noone @Nobody_finance]

$LPFK

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

For Panel-level packaging (FOPLP) and Glass Substrate, @CounterPointTR just published a new market forecast.

➡️$650m in 2024
➡️$8.1b in 2030

45.6% of growth in FOPLP to come from AI/HPC (seems low?).
84.8% of capacity by 2030 concentrated in China, Japan, and Taiwan.

[Noone @Nobody_finance]

Insane bull run coming

[Constanza M. Vidal Bustamante @Constanza_MVB]

3/ Enabling tech (optics, cryogenics, specialized materials & manufacturing) is underappreciated yet essential to scaling quantum capability & production, the focus of my recent CNAS report with John Burke.

[Noone @Nobody_finance]

$IPFX

[Benjamin Guggenheim @ben_guggenheim]

Slight correction: Post quantum cryptography is likely to be addressed separately, I’m told. Main focus of forthcoming EO is quantum commercialization and coordination.

[Noone @Nobody_finance]

$CPSH anyone still in this ? lol

[Noone @Nobody_finance]

@boymanrobshit @insane_analyst @citrini @TheValueist @FundaAI @bubbleboi @crux_capital_ $TRT ?

[Noone @Nobody_finance]

@jukan05 @iamfabian They’re too good for AC they’re better then those wasteful Americans

[Noone @Nobody_finance]

@athuinvests Too many paper hands

[Noone @Nobody_finance]

@MirageWL8 MRAM and FCEL.

I still think about them over a somber smoke

[Noone @Nobody_finance]

@aleabitoreddit Also everyone wants to be rich overnight, I still think a lot of these calls have a ton of room to run it just won’t happen in a day.

CPSH is a perfect example of that.

6 months it might not move then another 6 green candles for months