TraderXY

I'm learnding about semicap

[bubble boi @bubbleboi]

Who could have seen this coming ?

[TraderXY @TraderXYdegen]

@insane_analyst Can I buy you a drink next time

[bubble boi @bubbleboi]

Your not going to believe this.

[Wall St Engine @wallstengine]

$MU: “LP5 to LP6, DDR5 to DDR6 and newer generations of HBM all come with rising bit costs. This trend... is projected to cause the DRAM cost per bit to rise from current levels.”

“Industry data center DRAM & NAND bit shipments in CY26 [are] expected to more than double from 2Yrs ago.”

[bubble boi @bubbleboi]

KOSPI DOWN 8% HOLY SHIIIIIIIIT

[bubble boi @bubbleboi]

Amazing

[Irrational Analysis @insane_analyst]

Lol.

[Jukan @jukan05]

It is believed to be supply for Vera Rubin, making this one of the only cases where Mitsui’s monopoly has been broken.

[Athu @athuinvests]

Wait what? 😂

[Zephyr @zephyr_z9]

LOL

[James Seyffart @JSeyff]

NEW: @roundhill files for yet another AI related ETF with concentrated holdings. This time its the Roundhill Photonics & Optics ETF -- Ticker will be $LYTE