ADP SG

Adp Crypto

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@SoSoValueCrypto

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@markril43549368 @smartertrader 599Friday

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@cryptoamanclub Oh wow what a progress...
The total crypto is above the market cap of $SPCX :)

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@smartertrader This 1 share may become 100 shares by 2035 after multiple splits. People can keep it :)

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@Mr_Derivatives why not? See some more charts $AMZN $NVDA $MSFT ...

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@brianSm73581636 @leshka_eth price got revised after split

[Cameron Vance @AisonWalker]

@DollarCostAvg Those numbers are ridiculous: +196% revenue and +682% EPS? HBM sold out + long-term contracts. $MU is executing perfectly. $1500 is not crazy at all, could even go higher.

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@WhitmanXAI @nikola_mr64990 4.6

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@TheRayMyers $AMD will be double first than $NVDA

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@TheRayMyers $MU

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@AbediMonir @smartertrader May be mistyped 1030 means 2030 year

Memory shortage continues till 2030...

[Anil Murty ⟁ @anilmurty_ai]

It's kinda crazy how HFT algorithms can tank a perfectly healthy market in minutes for no reason. Case in point, memory stocks on Friday (aka $MU $SNDK $WDC seagate and the general $SMH ). Here's what I think happened (NFA of course):

A @SemiAnalysis_ report said NVIDIA's Rubin NVL72 racks might ship with less memory per rack, roughly 55TB down to 28TB. The bots saw "memory" plus "NVIDIA" plus "halved" and flushed the whole sector in minutes.
But that 55TB number is system memory, not GPU memory. Two completely different things living in the same rack.

A Rubin rack has two memory tiers. HBM4 sits stacked right next to the GPU and feeds it data at very high bandwidth. SOCAMM and LPDDR sit on the CPU side (Vera) and act as system main memory for scheduling, host work, and spillover.

The cut everyone panicked about is the second tier. NVIDIA looks to be moving from 192GB SOCAMM modules to 96GB ones to protect the delivery schedule. That halves capacity per rack on the system side. HBM4 config and GPU shipments are untouched.

If you've ever spec'd a box, this is the difference between dropping your DDR5 from 1TB to 512GB versus touching the HBM on the accelerator. One changes how much you can hold in host memory. The other changes how fast you feed the compute. Not interchangeable, and only one of them is the genuinely scarce piece.

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@smartertrader You @smartertrader
I know i have seen you live in the room

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@cryptoamanclub $BTC $SOL $STRK ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5 internet-computer:native

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@DefiWimar It is IPO just for 5% of $SPCX equity. Where you have been..

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@vip92226041 srocks

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@smartertrader Did you listened to Sam?
Thx #Only1Sam

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@MidnightMuse___ It is just pixels on screen though.

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@JasonL_Capital LEAPS

[Vipin Gautam (Viipin I Gautam) @viipin8]

She slept on the office floor on a Wednesday night.

Alarm set for 4am. Jacket folded under her head.

Her team hit the deadline.

4 months later they hit her with a layoff.