StratfordCornerstone

[StratfordCornerstone @StratfordCorner]

@The_RockTrading Still bullish on this?

[StratfordCornerstone @StratfordCorner]

@Julianpetroulas Still holding full position? Thank you, Julian!

[StratfordCornerstone @StratfordCorner]

@TheWaveCount Who’s gunna tell him?

[StratfordCornerstone @StratfordCorner]

@RJCcapital ada loves astera. Not a rumor

[StratfordCornerstone @StratfordCorner]

@Mr_Derivatives Who’s gunna tell him?

[StratfordCornerstone @StratfordCorner]

This 100% just bottomed and will be at $90 next week

[Jake Wujastyk @Jake__Wujastyk]

$ASTS #ASTS Closed almost exactly at the bottom of the VWAP zone today.

[StratfordCornerstone @StratfordCorner]

@TheLongInvest Hey can you move the line again

[StratfordCornerstone @StratfordCorner]

@optionscjp $QCOM will moon

[StratfordCornerstone @StratfordCorner]

@smartertrader Why are you watching fast money

Just watch Sesame Street

You will learn more

[StratfordCornerstone @StratfordCorner]

@Jake__Wujastyk And?

[StratfordCornerstone @StratfordCorner]

@kiantrades lol

[StratfordCornerstone @StratfordCorner]

@kiantrades Who’s gunna tell him?

[StratfordCornerstone @StratfordCorner]

@The_RockTrading No. Up 10%

[StratfordCornerstone @StratfordCorner]

@Julianpetroulas @Quanterty W

[StratfordCornerstone @StratfordCorner]

@The_RockTrading No. Up 10%

[StratfordCornerstone @StratfordCorner]

@RJCcapital Why isn’t SNDK trading higher on this

[StratfordCornerstone @StratfordCorner]

@clintoptions Time to bounce?

[The Rock Trading Group @The_RockTrading]

735. Guys. $qqq

[Trade Whisperer @TradexWhisperer]

$MU $DRAM $SNDK The most powerful CEOs on earth are telling you memory is in a structural transformation.

12 most important quotes.

"The future of artificial intelligence will be shaped as much by memory as by computing power." -Jensen Huang

"Go ahead and build memory fabs; however much capacity you add, NVIDIA will consume it." -Jensen Huang

"The whole industry supply chain, everything from wafers to packaging to silicon photonics... everything's in short supply because the demand is so high. It is going to persist for several years." -Jensen Huang

"The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that." -Jensen Huang

"I think it will be for quite a few years to come... Demand is so massive." -Jensen Huang

"I would say memory in advanced silicon, it's kind of the 25 times 25... From 80 gig to 2 terabytes is 25 times more memory per accelerator. And in that timeframe, you'll have about 25 times more accelerators. So 25 times 25 is 625 times." -Michael Dell (Dell CEO)

"Demand is in excess of the supply by quite a lot... So we have a severe shortage in memory silicon and also in some other areas." -Michael Dell (Dell CEO)

"As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure is forming where total memory demand increases by approximately 625 times. We are still in the early stages of technology adoption." -Michael Dell (Dell CEO)

"[US Expansion] is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers... it is not enough to meet the demand that is anticipated." -Elon Musk

"We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand." -Sanjay Mehrotra (Micron CEO)

"AI actually wants to have a lot of HBM, and once you make the HBM...we have to use a lot of wafers... The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers." -Chey Tae-won (SK Group Chairman)

"Without the HBM memory, there is no AI supercomputer." -Jensen Huang

What exactly are you waiting for?

[StratfordCornerstone @StratfordCorner]

@The_RockTrading Send it