Alex A.C.

M. Eng. Electronic ⚡ 〰️
Financial data & analysis. Value investing. Growth? at a reasonable price 🦔 🧔🏻

[Alex A.C. @AnalysisOp]

A MONTH later....

- Micron $MU : from $724.66 ---> $1,141.75 [+57.5%] 📈
- SK hynix : from €1,080 ---> €1,580 [+46%] 📈
- Sandisk $SNDK : from $1,407.61 ---> 2,200.67 [+56%] 📈

Sorry not sorry for the former Memory Bulls turned... clowns, and a real sorry for the Memory Panicans 😌

[Alex A.C. @AnalysisOp]

I'm seeing a new kind of Memory Panicans, but much worse: the former Memory Bulls that have sold their Memory names recently and now are saying:

"ey, the cycle! downturn is near!"🤦‍♀️

Preaching against the ones we're holding. You're pathetic and know nothing🤷

$MU SK hynix $SNDK

[Alex A.C. @AnalysisOp]

@kejca Inflation 🙄 For this of for that, always there is a reason

[Alex A.C. @AnalysisOp]

@ren_stocks More important: "and a good chunk of 2028 is gone"

https://t.co/zgLAapHb5J

[Alex A.C. @AnalysisOp]

It's very clear, but I repeat it for educational purposes 😉

"AWS capacity is sold out for 2026, largely sold out for 2027, and a good chunk of 2028 is gone" - $AMZN CEO

They have AI and non-AI Demand, and both is very strong.
Take a look at the specific comment about Memory

[Alex A.C. @AnalysisOp]

@crpandemonium "No sólo se volverá a construir en España..."

😂😂 Entiendo que quiere decir "masivamente". Buena suerte con los costes (es una forma sarcástica de decir que ni de coña)

[P Equity Research 📰 @pequityresearch]

Didn't Elon say in the earnings call to not get too excited about a potential merger? Curious to know why the odds are remaining so high since then.

$SPCX

[Alex A.C. @AnalysisOp]

@crpandemonium El izmierdismo es una enfermedad mental.

[Alex A.C. @AnalysisOp]

@Barchart And...:
https://t.co/3uPZzBLTBb

[Alex A.C. @AnalysisOp]

"I spent a few weeks in China 🇨🇳 last year visiting companies and found management teams to be dishonest"
"Chinese stocks trade at a material discount to US comps for a reason"

What I usually say: 'Chinese balance sheets' 🤷‍♀️ But said by a professional investor like Radnor ✅👌

[Alex A.C. @AnalysisOp]

@Barchart From 2024 😌
https://t.co/FSj8P91XIz

[Alex A.C. @AnalysisOp]

@Mayhem4Markets The reality: inflation is nuts and they cut because employment is deteriorating..... 😬

Question is how that translates to the companies' performance 🤔
Weakness in China has been there for almost 2 years, oil demand is what is.... there is room for more bad news?

[Alex A.C. @AnalysisOp]

@MktMavPro Yep, but we don't need Elon for that

[Alex A.C. @AnalysisOp]

@Gaetano2026 - "carbon-free power" 😂😂 not such thing exist. Only as clarification

[Alex A.C. @AnalysisOp]

@NewLowObserver The same happened during the GFC. Only 1 clown in the jail. Imagine.

[Alex A.C. @AnalysisOp]

@DrNHJ They can rent compute capacity from $NBIS 😌 Simple as

[Alex A.C. @AnalysisOp]

@Goudriaan2 Imagine making, in the XVII century, a painting of you with your daughter next to a beggar imploring you for a coin 😂😂😂🤣

[Anas Alhajji @anasalhajji]

The present structure is unsustainable. The end-user cost of a barrel of oil has reached levels that cannot be maintained, while producers receive only a small share of the final delivered price—another imbalance that is equally unsustainable.

[Alex A.C. @AnalysisOp]

@HiCagr now, past week, past month, past Summer.....

[Alex A.C. @AnalysisOp]

@crpandemonium 30 MM de españoles. 15 MM de inmis 3er mundistas.

[The Transcript @TheTranscript_]

$AXP American Express CEO: "Right now, we're helping to shape the standards for trusted agentic payments. The principle is straightforward. We need to know who the agent is, what the customer has authorized it to do and have a secure way to complete the payment. The transaction of the future will carry more than a payment credential. It will carry context."

[Alex A.C. @AnalysisOp]

@josejavierespa psoe+PPerros

[Fireside Alpha @firesidealpha]

Palmer Luckey reveals Oculus repeatedly found wiretap electronics hidden inside product samples from Chinese factories, and says they would listen in and transmit voice samples over cellular radio

“Here’s another example. How many computers exist in the Japanese government, critical utilities, infrastructure and the military? Millions, at least millions of computers.

“So then the question becomes: how many of them are compromised by Chinese intelligence operations placing listening devices or false components in them? Some people would say zero, and I think they’re crazy.

“I actually have personal experience with China placing listening devices into sample products that I would receive from Chinese factories. This was at my previous company, Oculus VR. My first company was a virtual-reality company I started when I was 19 years old.

“There were multiple times when we discovered actual wiretap electronics in product samples that were given to us. They would listen to us and transmit the voice samples over a cellular radio.

“If I experienced them trying to steal our technology and our decisions even as a small company, surely they’re targeting every government, every military, and every company.”

[Alex A.C. @AnalysisOp]

@BourbonCap all AI-related companies have dropped a -20 to -30% at the same time. A rigged movement like we have used to since Covid

If you are not buying at these levels.....

[Alex A.C. @AnalysisOp]

@MaureenPlatts the sky is fantastic, looks a painting