albertoc

Trading | Real Estate

[Serenity @aleabitoreddit]

Some color on current memory environments for the $MU / $SKHY bros:

"There is zero risk of memory prices dropping" per Team Group GM Gerry Chen.

- Memory module makers have received notices warning of drastic cuts to their 2027 supply allocations. Some could receive 50% or less of their 2026 allocation.

- Upstream manufacturers have reportedly sold out nearly all of their 2027–2028 capacity.

- DDR5 supply, in particular, is projected to come in at less than 80% of previous expectations.

- Chen expects prices to continue rising 20–30% quarter-over-quarter into 2027 (source Digitimes)

- Chen's commentary on $MU is that even before their new MegaFab capacity comes online Q4 2027 at the earliest, orders for 2028 through 2029 are already fully booked.

So that there's virtually no relief in sight to current shortages.

Sharply lower allocations, fully booked capacity into 2029, and future price hikes doesn't quite sound like the AI buildout is slowing down.

[Serenity @aleabitoreddit]

Yep! Agility Robotics is currently my favorite humanoid/robotics position.

They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes).

Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity).

Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity.

I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO.

But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks).

There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments.

I do hope this encourages other frontier companies to go public early on.

[albertoc @albertoctrades]

@aleabitoreddit Do you think your account on X is safe? I support your growth and what you do for retail but sustainability is also important… wishing your influence on retail and the free education your pour out continues

[albertoc @albertoctrades]

@aleabitoreddit I think this week from just price action could be a gamble ahead of earnings all chasing the move and shorts getting margin called from add add add. Interesting to watch

[albertoc @albertoctrades]

@MauroBianchi24 Why did you take 3 years off? If you can share?

[albertoc @albertoctrades]

@MonacoTrader Buon appetito

[albertoc @albertoctrades]

@djmarrujo @InvestorsLive Nothing is a guarantee in trading. Just looking for an edge

[MT @MonacoTrader]

If you are a Ukrainian and if you and your family affected by the ongoing war and need funds for food and shelter than please contact me for a donation.

Ps: All serious enquiries will be considered and checks will be done.

#Ukrainehelp #UkraineDonation #Ukraine #UkraineWar

[albertoc @albertoctrades]

@InvestorsLive @TomBrady @Patriots Oh wow big respect for this Nate. I never made it to get mine signed and picture with him. Good for you

[albertoc @albertoctrades]

@Ocugen @mikalche @BharatBiotech My family and I are waiting for it to be approved in USA. Please🙏🏽

[Eric Feigl-Ding @DrEricDing]

💡[Whisper]… there is actually a proven vaccine for kids age 2-4 that is *CURRENTLY UNDER REVIEW* at the @US_FDA with an EUA app submitted on November 5th—but FDA has not moved yet on approval meeting. ➡️Why is the media not talking about this? #COVAXIN https://t.co/N0PmXMEWtT

[albertoc @albertoctrades]

@InvestorsLive Understood. Yes, I thought that was a short, thanks for clarifying

[albertoc @albertoctrades]

@InvestorsLive I’d really like to know on a trade like that, literally $13 resistance had just broken. So what’s your risk on that Nate? Some people & me could think that’s nutty or you got a cristal ball. Guessing you assume they just wanted to liquidate

[albertoc @albertoctrades]

@The_RockTrading Cash heavy or buy the dip

[albertoc @albertoctrades]

@The_RockTrading Oh Luxy Luxy

[albertoc @albertoctrades]

@The_RockTrading Lexy

[albertoc @albertoctrades]

@The_RockTrading Agree

[albertoc @albertoctrades]

@Qullamaggie Haha oh my, arrested please 👮🏻‍♂️

[albertoc @albertoctrades]

@The_RockTrading So you mean the stock ?🤔 lol