Maddy Stonks

Bullish On America

[Maddy Stonks @NotCharlesLiang]

@AwanishSharan He is in a terrible team, he needs the respect he deserves

[SKY n Supla Shot @sky_63_mr_t20i]

Enough is enough. It's high time SKY should file a defamation case against Sushant Mehta. There's a difference between criticism and mocking. This person is crossing all limits day by day just to get his clips viral on social media. One defamation case is enough to fix this irritating person.

@surya_14kumar

[Maddy Stonks @NotCharlesLiang]

@weary_centurion You choked so bad on PayPal and sold it at absolute lows. People like u are too emotional, when at 7x earnings why would u sell it?

You gotta have patience…

[@jason @Jason]

Seven Americans are dead, and over 100 are wounded.

Thousands of Iranians have died, including over 100 schoolgirls.

America might be responsible for those 100+ school girls.

Whoever is making these, and whoever is approving them, just.... stop.

[The Long Investor @TheLongInvest]

$INDA Indian Market is not looking good right now

Broke down from its 9 year rising wedge and managed to test its 200 WMA at $48

If this level is lost then there is a -20% drop to $40...where it will be attractive to add again

Save it.

[Rohan Paul @rohanpaul_ai]

Citadel Securities published this graph showing a strange phenomenon.

Job postings for software engineers are actually seeing a massive spike.

Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer.

When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before.

---

Chart from

citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/

[Alexander Sjöstedt @SeastedtInc]

BREAKING: Iran announces its new Supreme Leader: Greta Al-Thun

[Jen @SweetTexanRose]

Obama sent Khamenei $1.7 billion.

Biden sent him $6 billion.

Trump sent him to Hell.

All it took was a new President.

[Blitz24 @HiddenggGG]

@MarioNawfal When people from both sides celebrate the same moment side by side in London, it proves the hatred was never between the peoples — it was the dictatorship all along

[Just a Dude Who Invests @DudeWhoInvests]

This is healing to see. The world needs more of this. So happy for the people of Iran and just everyone!

[Mario Nawfal @MarioNawfal]

🚨🇮🇱🇮🇷 In what might be some of the most powerful footage to come out of today, Israelis and Iranians are dancing and celebrating side by side in the streets of London.

[Anthony Pompliano 🌪 @APompliano]

The United States is 2 for 2 when killing or capturing brutal dictators in the last 60 days.

Generational run. 🇺🇸

[zerohedge @zerohedge]

Elon fired 80% of Dorsey's last company before chatGPT was even out and it thrived.

may be more of a bloat thing than an AI thing

[zerohedge @zerohedge]

*ANTHROPIC SAYS CLAUDE CODE CAN AUTOMATE COBOL MODERNIZATION

And there goes IBM

Amodei is now funding Anthropic by buying puts on all the companies he "disrupts" daily

[Vishwas_Bajwa @Singh_King___]

Yeh Diaper king - Tilak verma kabb perform krega...👇

[Rajiv @Rajiv1841]

Sushant Mehta smashed around all ex cricketers, commentators & journalists who used to mock Virat Kohli in T20Is & IPL for his strike rate.... They were teaching Virat Kohli how to play modern day T20s....

Now there was no Virat, now what happened?

[𝐀 @was_abdd]

Mohd Amir predicted that India won't qualify for Semis & now they are on verge of getting eliminated.

CRAZY BALL KNOWLEDGE 🗿🗿

[Ahad @abdulahadjawaid]

This is so funny 😆

[Megh Updates 🚨™ @MeghUpdates]

Best description of Pakistan team's performance today 🤦😂

A Dhurandhar breach or Op Sindoor 3 ?
#INDvsPAK

[Serenity @aleabitoreddit]

Memory Company Overview (February 2nd).

Forward P/E Estimates for 2026/2027:

Micron ( $MU ) +31.5% YTD:
~10.4x (2026)

Sandisk ( $SNDK ) | +109.36% YTD:
~14.6x (2026)
~6.3x (2027)

Samsung Electronics | + 17.04% YTD:
~5.1x (2026)
~4.3x (2027)

SK Hynix | +22.6% YTD:
~4.3x (2026)
~3.4x (2027)

Numbers were derived from Morgan Stanley's research note for Samsung/SK Hynix. Bernstein for Sandisk. HSBC report for Micron.

Sandisk/Samsung/SK Hyinx are most up to date.

Micron's report was January 23. But recent updates today show "Micron Proposed A 115–125% QoQ Increase for server DRAM" (dramexchange).

With rumors that NAND prices increased 100%+ from Samsung the other week: new calculations would may bring Micron to ~6.9x-7.3x forward P/E.

Original calculations were using prior analyst reports.

The net income memory companies are expected to bring in is absurd. But clearly the market is pricing in some skepticism with the rally (with Samsung/SK Hynix).

However if the memory cycle continues past 2027-2028, these companies could be the most profitable in history.