Ramy

A decade of building data-intensive systems.

I also own $CRWV $KEEL $HIMS $IBRX $RDDT among many other names

[ThePrimeagen @ThePrimeagen]

I hate this. I hate that people, even when slopping, don't even think about how it works. This has to end poorly and I don't see how an increase in "intelligence" is going to save you from the results of blind feature lust

[Serenity @aleabitoreddit]

Let me get this straight chat… you have:

$NVDA 70% supply constrained revenue growth projections (would be 100%+)

$AVGO AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230B

OpenAI Astra blowing away AGI benchmarks and starting to train itself.

$MSFT / $GOOGL / $AMZN stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.

You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.

Even your legacy players like Winbond are starting 2029-2030 allocations.

Markets always have temporary drawdowns and macro scares… but…

How can anyone not think AI stock go brrr?

[Serenity @aleabitoreddit]

So... here's my take on US / China tensions:

You have European monopolies like:
- $ASML (EUV)
- $SOI (Photonics-SOI)
- Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier)

Japan has many near/complete monoplies like:
- TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share
- coat/develop equiment with Tokyo Electron -90%+
- actinic EUV patterned mask inspection (Lasertec) -100% share
- EUV mask blanks (HOYA, AGC) ~93% share
- arf photoresist
- Nittobo T-Glass
- ABF film (Ajinomoto)
- lot of misc from specialty glassAGC, wafer thinning/grinding/dicing with Disco and others.

Then there's US allied countries like Taiwan eg. $TSM, Korean memory with $SKHY / Samsung.

US has EDA with Synopsys/Cadence, $LCRX / $KLA, $NVDA, and many downstream giants.

China has many chokepoints such as gallium, graphite, refined lithium, and others + benefits from cost mass production over many future supply chains (eg. robotics).

If I had to give my opinion on US / China supply chain wars:

- US is trying to achieve Western independence from China/Russia rare earths + materials supply, but took too long (should have been a priority last decade).

- China is trying to eliminate strategic chokepoint dependence and forcing US reliance on Chinese supply chains (as seen with Wf6)

It's a race on who achieves supply chain independence first to gain leverage over the other.

And fun thing is, AI acceleration kinda throws an unknown variable in terms of speeding up independence.

As well as open source efforts (eg. RISC-V), which China is heavily focusing on. So it's a weird paradox where US should theoretically support open source hardware development + open source AI, but it's also being exploited against them.

From a Chinese perspective, they're pressuring US supply chains by targeting Japan, which increases Western supply chain reliance on China.

And going down the list to eliminate competitor chokepoints internally by throwing subsidized spend into R&D. Or by acqusition as seen with China's acquisition of EU leaders like Ficontec.

America... they had all the cards initially, but I think they got too comfortable, and took too long to focus heavily on rare earths (recent funding is a good thing).

The earlier tariffs went the wrong way (socks, furniture, other exports), and pissed off allies in EU/Canada too.

Which could have been used for leverage for major chokepoints. But maybe they'll realize soon enough why allies are important.

Anyway, we'll see what happens, just my two cents about ongoing dynamics.

In an ideal world, everyone works together...

TLDR: Just some shower thoughts on how there's an unspoken race on who achieves supply chain independence first to gain leverage over the other.

[Ramy @aichitector]

the one and only account on FinX that i check when i wanna get an instant access to earnings summaries.

[The Earnings Correspondent @earnings_guy]

$NVDA (Nvidia) #earnings are out:

[Ramy @aichitector]

@aleabitoreddit فعلا؟ 🤔

[Ramy @aichitector]

@EchoAnalysis yeah opened a position today in $RKLB as well

[Ramy @aichitector]

@Han_Akamatsu @Glitch_Trades instant follow since you suggested it

[Classic Learning Test @CLT_Exam]

The most countercultural thing you can give a child in 2026 is an old-fashioned education.

A shelf of difficult books. Beautiful handwriting. Poetry committed to memory. Mental math. Latin. History in chronological order. Long stretches without a screen.

Yesterday’s basics are becoming tomorrow’s competitive advantage.

[Ramy @aichitector]

i do appreciate your effort and how neat your system sounds, calling $SNDK a bubble anatomy is missing the entire AI chokepoints and how cheap that name is at $2000 and $3000 for the next 3-4 years. when price doesn't pullback to "smart money zone" it doesn't mean bubble, it means the market knows the value of this name

[Sam Lambert @samlambert]

GitHub finally moved to serverless.

[Serenity @aleabitoreddit]

Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players.

Phison CEO: "2027 capacity constraints will be even more severe than in 2026."

"Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production.

With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years."

Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...

[Ramy @aichitector]

@capybaraReborn so you are asking investors to de-leverage their long positions on the same stocks you have leveraged short positions on? 😅🤔

[Ramy @aichitector]

memory is ripping now? that was completely.unexpected. what a shock!!

$MU $SNDK

[Ramy @aichitector]

let's review the memory chips thesis in a way that a 5 years old Wall Street investor would understand.

- you chat with AI and ask it to produce text, image, video, or code.
= AI responds... this response will:

get stored on your machine, and possibly on a server (memory).
get replicated 2-3 times for disaster recovery (memory).
get stored on CDNs so that you and others access it with low latency worldwide (memory).
get collected for model re-training (memory)
get pushed to github if it's code (memory)

this happens every second by millions of users, and increasing amount of AI agents who are also now programmed to work on their own to keep the generator running 24/7.

The number of users and agents is only going up endlessly.

without an absolute technological breakthrough, i don't see memory running our of demand anytime soon, maybe ever.

long memory. don't get tricked by the current drama because it is short-lived, this is probably the final opportunity to be part of this.

$MU $SNDK $WDC $SKHY

[Ramy @aichitector]

@Han_Akamatsu yeah absolutely

[Ramy @aichitector]

let's review the memory chips thesis in a way that a 5 years old Wall Street investor would understand.

- you chat with AI and ask it to produce text, image, video, or code.
= AI responds... this response will:

get stored on your machine, and possibly on a server (memory).
get replicated 2-3 times for disaster recovery (memory).
get stored on CDNs so that you and others access it with low latency worldwide (memory).
get collected for model re-training (memory)
get pushed to github if it's code (memory)

this happens every second by millions of users, and increasing amount of AI agents who are also now programmed to work on their own to keep the generator running 24/7.

The number of users and agents is only going up endlessly.

without an absolute technological breakthrough, i don't see memory running our of demand anytime soon, maybe ever.

long memory. don't get tricked by the current drama because it is short-lived, this is probably the final opportunity to be part of this.

$MU $SNDK $WDC $SKHY

[Ramy @aichitector]

I like seeing wall street narratives being abstracted and put in statements that calls it for what it is: nonsense

[Serenity @aleabitoreddit]

I've mapped the entire Wall Street bear playbook on AI names:

Have your favorite institution/media insert one of these name down below:

1. < ______ [GPUs, Transcivers, MLCC, Memory...] are a commodity set to crash>

2. < ______ [YMTC, CXMT, Dongshan...] from China will flood the market >

3. < ______ [Micron, Nvidia, ...] from unverifiable channel checks is facing issues >

4. < ______ [Kospi, Sivers, ...] is a bubble like the ____ [2007, 2021] crash>

5. <____ [1,2,3, ...] unexpected rate hikes this year>

6. < _____ [Google, Nvidia, Deepseek ...] optimization removes the need of this!>

in a new headline, and it's ready to go!

[Ramy @aichitector]

the memory argument right now goes like this:
- they're on low multiples because they're cyclical
= but they signed multi-year contracts.
- then, they're now on low multiples because they won't be able to raise prices because of the deals.

$SNDK $MU