7

Fear causes hesitation, and hesitation will cause your worst fears to come true.
I don’t trade for direction, I trade for distribution.

[7 @quantLR]

Most people are learning about memory stocks through AI news or their favorite financial influencers, who themselves only recently discovered the sector.

Here’s my edge: I’ve actually bought memory directly from these suppliers. During my time at a Fortune 50 tech company, I worked as a Memory Operational Commodity Manager, giving me firsthand knowledge of how the industry operates and how the major semiconductor suppliers think.

That direct relationship with their largest clients and understanding of their supply chain constraints, is something you can’t get from Twitter threads or financial media.

Recently, major tech firms are now offering to pay for SK Hynix’s equipment capex. If you understand semiconductor economics, you know this is absolutely unprecedented. It signals desperation for supply and is massively bullish for the memory supercycle ahead.

By subscribing, you’re getting analysis from someone who actually lived inside this industry not just someone reading about it. That’s the difference between surface-level commentary and real conviction. Join the LRMI community today! $MU $DRAM $NVDA $SMH $SNDK $WDC $SKHYNIX

https://t.co/M0wObBIyIx

[7 @quantLR]

Wait till people realize $CRWV is the best Neocloud in the world

[7 @quantLR]

@HighyieldHarry $OWL will be fine even tho they’re not at the table right now

[7 @quantLR]

@blondesnmoney Buy the fear, no brainer

[7 @quantLR]

@TMTLongShort Lot’s are in denial. Just need to accept that this will help elevate them, adopt the new tech and you’ll be king. Stay in denial and you’ll be replaced. No in between

[7 @quantLR]

@TMTLongShort Let the super intelligence boom begin

[7 @quantLR]

@TMTLongShort Never bet against Kenny G

[7 @quantLR]

@TMTLongShort So many people aren’t ready for it. The super intelligence boom is underway. Literally look at the light speed of difference from GPT 5.6 Sol vs a year ago’s top model.

We’re moving at Blitzkrieg

[7 @quantLR]

@usernameofali You really think the AI cycle randomly ends in July? This is still the early innings pal

[7 @quantLR]

The most misunderstood stock in AI isn't a chipmaker... it's $CRWV CoreWeave

The market obsesses over $14.2B in debt and customer concentration, missing the key figure: $55.6 billion.

That's CoreWeave's locked-in revenue backlog from take-or-pay contracts, not handshake deals.

Bears see debt as a red flag. In reality, it's smart lenders backing guaranteed cash flows from $MSFT, $META, $ORCL, $CRWD.

CoreWeave hasn't just built a cloud—it's presold the next five years of the AI revolution.

The revenue isn't a maybe. It's a when.

https://t.co/rbDssXceYB

[7 @quantLR]

@Hedgeye Doesn’t mean demand is slowing lol

[7 @quantLR]

@zerohedge Wait till ppl realize this line will converge once again

[7 @quantLR]

@zerohedge SKH and MU will follow suit, they all want to be last to announce. Looks like SMSNG went first

[7 @quantLR]

@brianj345 @slapshotcapital I’m not a day trader lol

No longer allowed to trade in the role that I sit in haha

[7 @quantLR]

@brianj345 @slapshotcapital That size is not size lol

[7 @quantLR]

@brianj345 @slapshotcapital Sounds like someone works for NWM

[OpenAI @OpenAI]

GPT‑5.6 Sol sets a new state of the art on Terminal‑Bench 2.1, which tests complex command-line workflows requiring planning, iteration, and tool coordination.

[Dan Nystedt @dnystedt]

TSMC is raising prices 5% - 10% on all leading-edge 7nm and below chip manufacturing processes (N7/5/4/3/2 etc.), which account for ~75% of TSMC’s total revenue, reports @tculpan on Culpium, adding: “Since early this year, business development and sales teams at TSMC have been told by senior leadership that they need to find ways to charge more, according to multiple sources…” $TSM $INTC $SSNLF #Samsung #semiconductors https://t.co/a9Eo5NnbNB

[7 @quantLR]

@rapturecapital FI

[7 @quantLR]

@FICMBondTrader @rapturecapital Closed mouths don’t get fed!

[7 @quantLR]

@rapturecapital I’m at BB S&T rn and I’m in at 6:15 lol

[7 @quantLR]

@rapturecapital @FICMBondTrader Before 6:45 start is very common lol