SJRTrades🇨🇦

Turning charts into cash flow
• Investing • AI
24 | 💪 🇨🇦
Not financial advice

[SJRTrades🇨🇦 @SJRTrades]

Everyone is chasing copper. Meanwhile, AI data centers are hitting a different bottleneck: light.
Photonics companies can’t build fast enough.

My deep dive on $AAOI and why I think this could be one of the best buying opportunities in the AI infrastructure trade. https://t.co/oNYdtXAtTA

[SJRTrades🇨🇦 @SJRTrades]

That should help inflation come lower & rate hike odds lower

[SJRTrades🇨🇦 @SJRTrades]

Micron despite great earnings is giving back its gains, $MU couldn’t save the market and now global markets are crashing

We could be seeing a longer then expected choppy market & high beta names dumping down even more…

[SJRTrades🇨🇦 @SJRTrades]

You ignored me because you thought memory was a bubble 😭 🤣

[SJRTrades🇨🇦 @SJRTrades]

Added to $AAOI TODAY 🤪🤫

[SJRTrades🇨🇦 @SJRTrades]

You ignored me because you thought memory was a bubble 😭 🤣

[SJRTrades🇨🇦 @SJRTrades]

The amount of times the market has given you a chance to buy the dip in $MU $DRAM $NBIS $AMD this year is crazy

[SJRTrades🇨🇦 @SJRTrades]

SK Hynix ADR is about to IPO on US markets in 3 weeks. That’s brand new American money in a stock leading the memory super cycle

$DRAM to $150

[Wall St Engine @wallstengine]

SK Hynix shares jumped 13% to fresh highs after announcing plans for a $29B U.S. listing and following strong Micron earnings.

[SJRTrades🇨🇦 @SJRTrades]

Nvidia is quietly telling you where the next opportunities are.

$WAVE is up 30% after hours.

Eco Wave Power converts ocean waves into electricity using floaters attached to existing coastal infrastructure.

[SJRTrades🇨🇦 @SJRTrades]

We said Anthropic deal not GSW 😭 $IREN

[Golden State Warriors @warriors]

Welcome to Dub Nation, @IREN_Ltd 👏

Golden State and IREN announced today a landmark multi-year global partnership that will include the IREN badge on all Golden State Warriors jerseys beginning with the 2026-27 season.

[SJRTrades🇨🇦 @SJRTrades]

Micron despite great earnings is giving back its gains, $MU couldn’t save the market and now global markets are crashing

We could be seeing a longer then expected choppy market & high beta names dumping down even more…

[SJRTrades🇨🇦 @SJRTrades]

$IREN down -21% since I sold , I will be buying this again if it comes to 30s

[SJRTrades🇨🇦 @SJRTrades]

WHY I JUST SOLD $IREN https://t.co/lUFyUXKUYL

[SJRTrades🇨🇦 @SJRTrades]

WHY I JUST SOLD $IREN https://t.co/lUFyUXKUYL

[SJRTrades🇨🇦 @SJRTrades]

Rising memory prices will increase egg prices.” 🚨

This might be one of the wildest bear arguments I’ve seen. 🤣

[vektorious @v3ktorious]

@bdinvestingg Sure, 1.7% of the basket. But that chicken farmer upgrading his QuickBooks rig to 64GB just to run payroll?

Congrats, you’ve now priced memory into eggs. Everything is downstream of DRAM.

[SJRTrades🇨🇦 @SJRTrades]

The market is pricing in higher inflation because memory chips and electronics are getting more expensive.

That’s likely an overreaction.

Electronics make up roughly 1.7% of the CPI basket, while categories like housing, food, and energy account for a much larger share. The direct inflation impact is relatively limited.

$MU $DRAM $AAPL

[SJRTrades🇨🇦 @SJRTrades]

I have $10 to invest.

What’s the single best stock I can buy right now?

[SJRTrades🇨🇦 @SJRTrades]

$NFLX is reminding me of $AMD a few years ago.

Hated. Undervalued. An obvious long-term buy—but with no clear bottom in sight.

Patience. I think this one rewards investors over time.

• 325M subscribers in 2025 → ~350M expected in 2026
• Advertising revenue continues to scale
• Management just authorized another $25B share buyback

The question I always ask:

Will this company still be a dominant business 10 years from now?

For Netflix, my answer is yes. $NFLX

[SJRTrades🇨🇦 @SJRTrades]

How to tell someone doesn’t understand the memory bottleneck and is just following the crowd:

They pronounce $DRAM as “dram” instead of D-RAM.

[SJRTrades🇨🇦 @SJRTrades]

The amount of times the market has given you a chance to buy the dip in $MU $DRAM $NBIS $AMD this year is crazy

[SJRTrades🇨🇦 @SJRTrades]

Here we go again.

Every time memory stocks pull back, someone brings up the China bear case.

Hyperscalers aren’t buying consumer DRAM. They’re buying HBM (High Bandwidth Memory)—and only three companies can produce it at scale:

• $MU
• Samsung
• SK Hynix

Demand is so strong that these companies are prioritizing AI customers over lower-margin markets, with capacity increasingly allocated to HBM and enterprise memory.

That’s where the real bottleneck is. $DRAM

[CryptoGoos @cryptogoos]

BREAKING: 🚨 🇨🇳 MEMORY PRICES COULD COLLAPSE AS CHINA FLOODS THE MARKET WITH CHEAP DRAM AND NAND.

One number tells the story.
CXMT memory reportedly sells for around $150.
The global average is $300 to $400.

China's two champions are ramping hard.
CXMT holds 7.7% of the DRAM market.

YMTC already holds 11–13% of NAND.

CXMT's revenue exploded 719% in a single quarter, swinging from losses to massive profit.

And Western brands are defecting

Corsair already ships CXMT chips.
HP and Dell are qualifying them.
Acer and Asus are telling suppliers to find Chinese memory.

[SJRTrades🇨🇦 @SJRTrades]

Space stocks have corrected 40–50%+ since the $SPCX IPO.

$RKLB
$LUNR
$ASTS
$RDW

The long-term thesis hasn’t changed. If anything, the pullback has made valuations far more attractive.

[CK Capital @CKCapitalxx]

$SPCX IPO really was the top signal.

Wow. $ASTS $RKLB