T R £ ¥

- sc: staytruetrey - ig: TreyHxnt

[NoLimit @NoLimitGains]

CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY.

And it's aimed directly at the three companies that control 90% of the world's memory.

ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28.

They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion.

Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year.

The demand numbers are wild.

More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times.

And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure.

Now here's why this actually matters.

Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%.

For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof.

CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output.

Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node.

In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight.

The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027.

I’ve been in this game for a long time, and every move I make gets posted in The Assembly.

We’re a team of 8 analysts and we have one of the BEST track record.

You also get access to my full portfolio.

I want to keep it exclusive so I will close access shortly. You can join from my bio.

A lot of people will regret not joining once we officially stop accepting new members.

[Degenerate Dad @DegenerateDad1]

Most dads have 401ks… we have $GRILL

Building a community of dads who want freedom, memes, and time back

[TJ @xBitcoin_Teej]

I’m going to keep getting more money every year for the rest of my life however I have to get it. I claim abundance and prosperity over my life.

[TJ @xBitcoin_Teej]

You wanna be rich, but you can’t even hold yourself accountable for the little shit?

•Can’t wake up early
•Can’t stop scrolling
•Can’t stay locked in for more than a week

If you can’t master yourself, you’ll never master money.

[$age @Unstablee_]

Nigga said

[TJ @xBitcoin_Teej]

People think they can outwork inflation, but the tax code says otherwise.
– You make $100K.
– Taxes take ~$25K.
– Inflation erodes another $7K-$10K.
– Your real earnings are closer to $65K.

But if you save in Bitcoin?
– Fixed supply.
– No hidden devaluation.
– Long-term capital gains tax breaks.

You can’t outwork a broken system. You have to opt out.

[Big Money @MoneyMan]

Clock is ticking you gon go get it or fold

[Words @itswords_]

just done.

[🐢✨America Is Musty✨🐢 @DragonflyJonez]

Might have to ride around with one of these in the trunk in case shit gets active

[Divine Manhood | Self Improvement @DivineManhood]

Bro casually dropped the best definition of discipline

[MrBeast @MrBeast]

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made)

I’ll pick the winners in 72 hours

[Alabama Football @AlabamaFTBL]

Thank You, Coach.

🔗:https://t.co/cz8p9xqXYQ

#RollTide

[Somber @thesombergamer]

In 10 years, we will look back and wonder why we ever let this happen. When companies yank content from your digital library that YOU paid for, you will miss the times where you could go into a store and purchase something to own forever.

I guarantee it.

[TJ @xBitcoin_Teej]

I been known chatgpt was a cheat code but chatgpt with Microsoft Excel together. OMG.

[²³ @SpeakContext]

“I’ve been working on my jumper all off season to bring back my offensive versatility & I will play all 82 games”

- AD

“I’m dedicating this season to Bronny”

- LeBron

If this doesn’t excite you idk what will.

TALK SOON! 🔥📈🍿

[Tuesday Born 🇯🇲🇳🇬 @Divine_Smile]

I was yesterday years old when I found out that if you spent even one day in foster care as a child in NYC, you are entitled to a program called college choice. Any college of your choice all expenses paid. Including a $1900 monthly stipend. SPREAD THE WORD. GET IT BACK IN BLOOD!

[T R £ ¥ @TreyHxnt]

@vyasts please tell me what your anti cheat is picking up https://t.co/5iPqrcNSgP

[T R £ ¥ @TreyHxnt]

@TommyLee59_ Need it

[Big Choctaw @Derekalexander_]

soon as i grow up apartments $2000 but when i was 14 they was $500