.

[. @asdn___]

@Kshsb783142 Memory's re-rate is already in the price — you're not early anymore, you're riding. That's fine, but call it what it is: a carry trade. Sell premium or hold stock, don't pay up for convexity you don't need. Got a private group for copy trading my calls if you’re ready send a dm

[. @asdn___]

Just in case you're wondering why I'm so bullish on legacy memory...

Their hikes seem a lot extreme than $NBIS reported +17-21% GPU rentals today or Taiyo-Murata type MLCC hikes.

Price hikes projections expected for H2:

[Chicken Genius @chickengenius]

So obvious.

Fed hikes - we go up

Fed holds - we go up

Duh

[Evan | Investments @NotA_Bull]

5 stocks to buy today if you want to own the future of America.

1. $AMZN …

[Jake Wujastyk @Jake__Wujastyk]

The fact $NOW just flipped green while $NVDA and $MU are green is somewhat of a Tuesday miracle on its own

[CK Capital @CKCapitalxx]

Markets are ripping right now.

Who knows something?? $QQQ

[Cheddar Flow @CheddarFlow]

Someone just bought $1.3 MILLION worth of $AMD Calls with a 1,000 strike???

AMD is trading at 504 right now...

[CMS Invests @cmsinvests]

at gym thinking about the 10-year treasury being over 5%

[jbulltard @jbulltard1]

$amzn is a house of horrors as an equity

[Shay Boloor @StockSavvyShay]

$CRDO just launched its 1.6T ZeroFlap transceivers with real time telemetry designed to catch link failures before they disrupt AI clusters.

Credo says goal is to get clusters “running faster and keep them running longer” as 1.6T shipments are expected to top 11M in 2026 and more than double in 2027.

[. @asdn___]

Man Ray: are you long Samsung?

Patrick: Yup.

Man Ray: Samsung has memory LTAs extending to 2031?

Patrick: Yup.

Man Ray: And it’s trading at ~2.8× 2027E P/E?

Patrick: Yup.

Man Ray: So you’re buying Samsung?

Patrick: No, I’m selling on a 4% drop because X said memory

[. @asdn___]

If you hid the ticker, you would think this was an AI bottleneck name.

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

$NBIS and $PLTR partner to deliver a complete sovereign AI stack to Palantir customers

- Palantir names Nebius its preferred sovereign AI infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeter

- Strategic partnership based on shared vision that open models and looped customer data create the smartest domain intelligence and provide better security

- Companies will work together to bring new AI capacity online faster

“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.”

- Alex Karp

“Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.”

- Arkady Volozh

Palantir selected Nebius for what few providers can claim: being built for AI from the ground up rather than adapted from general-purpose computing, with infrastructure and software designed together for demanding AI workloads, and able to be integrated directly into Palantir’s Sovereign AI Operating System.

[Prof @TheProfInvestor]

There is no shortage of ideas but these 3 are on the top as of now:

$AMD : Breaking out
$INTC : Breakout and continuation
$AVGO : At 200 Day SMA

Dont overcomplicate it.

Pick few and run with them.

[Evan @StockMKTNewz]

$AMD stock is now up by more than 5% and back over $500

🟢🟢🟢🟢🟢

[Ash Crypto @AshCrypto]

Bitcoin drops below $78,000

Ethereum falls below $2,450

$102 million longs liquidated in last 12 hours.

[amit @amitisinvesting]

$PLTR $NBIS

PALANTIR NAMES NEBIUS AS ITS PREFERRED SOVEREIGN AI INFRASTRUCTURE PARTNER.

- Palantir and Nebius announced a strategic AI infrastructure partnership, with Palantir naming Nebius its preferred sovereign AI infrastructure partner and planning to integrate Nebius compute and inference endpoints directly inside Palantir’s enterprise perimeter.

- The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continually adapt them using proprietary company data, and maintain control over their compute, models and data.

- The companies will also work together to bring new AI compute capacity online faster, including modular data-center deployments at locations where power is already available.

Palantir CEO Alex Karp: “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.”

Nebius CEO Arkady Volozh: “Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.”

Makes sense for both to engage in a partnership. Palantir believes deeply in sovereign control over data and Nebius has said many times that they want compute infrastructure to be distributed and not just controlled by a handful of companies, felt like a partnership around sovereignty and distributed compute with both companies made sense.

[Jim Cramer @jimcramer]

Can’t stop the oil trade. Just too powerful!

[Brew Markets @brewmarkets]

Happy Tuesday.

[Bull Theory @BullTheoryio]

BREAKING: Intel is up 8% today as Intel announces plans to raise PC CPU prices by roughly 10% starting in early October.

Intel is doing this to protect profit margins instead of competing purely on volume.

Intel also crossed 1 million wafers processed using ASML's High-NA EUV technology, a major foundry milestone, and Northland upgraded the stock to "Outperform" today.

The company is also running a $20 billion equity raise at $95 a share to fund its AI and foundry buildout.

Intel is now up over 160% year to date, one of the biggest turnaround stories in the market this year.