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Memory isn’t just short-term hype.
SK Hynix CEO: shortage lasts through 2030.
SanDisk: structural NAND demand until 2030, margins ~80%.
NVDA supply commitments jumped $119B → $279B, mostly memory.
Still waiting for a dip, or already in?
@Zorathzzz This screenshot screams engagement bait. Fake equity, impossible liquidation buffers on $1M notional 10x, and “Let’s see” while the account looks too clean to be real money.
@GrindeOptions Buying more of a 2x leveraged ETF that’s already down 32% this year and saying you’ll hold until $TSLA hits $500… that’s not conviction, that’s just delayed realization of losses
@kevinxu Brother, there’s no rush to silence our genuine voices; you’ve already suppressed everything that reflects poorly on you, and you’ve just about finished fleecing your idiotic followers—what do you think?
https://t.co/kFwHiatzux
@kevinxu I’m exposing this hypocrite; I imagine this post will get hidden again as soon as I say it, so read it while you can..
https://t.co/uGC5l37Dcs
@kevinxu Brother, there’s no rush to silence our genuine voices; you’ve already suppressed everything that reflects poorly on you, and you’ve just about finished fleecing your idiotic followers—what do you think?
https://t.co/kFwHiatzux
@kevinxu Brother, there’s no rush to silence our genuine voices; you’ve already suppressed everything that reflects poorly on you, and you’ve just about finished fleecing your idiotic followers—what do you think?
https://t.co/kFwHiatzux
@kevinxu Brother, there’s no rush to silence our genuine voices; you’ve already suppressed everything that reflects poorly on you, and you’ve just about finished fleecing your idiotic followers—what do you think?
https://t.co/kFwHiatzux
@kevinxu You’re nothing but a wolf in sheep’s clothing—or, to be precise, you embody the greed of a vagrant who suddenly spends two dollars on a lottery ticket and actually wins.
https://t.co/kFwHiatzux
@kevinxu Brother, there’s no rush to silence our genuine voices; you’ve already suppressed everything that reflects poorly on you, and you’ve just about finished fleecing your idiotic followers—what do you think?
https://t.co/kFwHiatzux
@robin_j_brooks This is just recycled gold-pumping clickbait. Inventing a "new Treasury-Fed accord" out of thin air to hype metals and drive Substack traffic—pathetic analysis from someone who should know better.
https://t.co/b37fTaV4PB
I'm doing my usual live stream tomorrow morning at 9 am (ET). I'll talk about what in my view today's Warsh speech was really about and why it's fundamentally bullish for gold and other precious metals. We're seeing the start of a new Treasury-Fed accord.
https://t.co/DYjRdCR89E
All-in on SQQQ with your entire $45k like some desperate gambler? Your "bearish thesis" is pure cope—FedWatch probabilities and VIX noise won't save you when the market rips higher and liquidates this clown trade.
All-in on SQQQ with your entire $45k like some desperate gambler? Your "bearish thesis" is pure cope—FedWatch probabilities and VIX noise won't save you when the market rips higher and liquidates this clown trade.
@michaelsikand This market "minefield" talk from a $50M AUM guy who cashed out once already is just performative cope—stocks change lives when the ones pushing the narrative aren't the ones left holding the bag.
@benjamincowen If you're already fantasizing about ditching the community that made you relevant just to play Outdoor Boys in the woods, maybe your charts and "insights" were never worth sticking around for in the first place.
@DiligentPlane Another recycled LARP portfolio flex? Post the actual broker statements with timestamps and withdrawal proofs or this 50k-to-2.1M story is just more WSB fantasy for clout.
@GuyTalksFinance Lmao your whole post is pure cope. Pokémon sealed product crushed the S&P while you were busy shilling boring index funds like a basic finance NPC.
@wave3trades Most people calling $30 first aren't "the majority of sheep," they're the ones who actually looked at the dilution, the launch delays, and the fact that you're still pre-revenue. Calling "market does the opposite" every time consensus leans cautious is just cope dressed up as
@JSpitTrades What would you say YOU do here, Spittler? Recycling a tired Office Space meme about the VIX while it’s sitting at multi-year lows just proves you’re out of ideas and desperate for engagement.