JC

[JC @bigjoecup]

@itsmichaelluu Do you have those screenshots of when you recommended them?

[Michael | Hypermarkets @itsmichaelluu]

Why $RMBS Is Critical to $MU:

Think of it this way:

$MU builds the memory.
$RMBS owns many of the rules, designs, and traffic systems that make memory work at AI speeds.

Why it matters

• Patents & Licensing
Micron licenses Rambus IP to build modern DDR5, DDR6, and future memory products.

• Server Memory Chips
Rambus supplies critical RCD chips used on enterprise server DRAM modules sold into hyperscale AI data centers.

• AI Data Movement
Rambus develops the interconnect technology that helps move data efficiently between CPUs, GPUs, and memory.

• HBM & AI Infrastructure
As Micron scales HBM memory for AI, Rambus technology helps enable signal integrity at extreme speeds.

The AI Supply Chain Connection

NVDA → MU → RMBS

NVIDIA needs massive amounts of HBM memory.
Micron Technology supplies that memory.
Rambus provides critical IP, chips, and interconnect technology helping that memory function at AI scale.

One-Line Investment Thesis

If Micron is selling the AI memory, Rambus is helping build the roads that allow that memory to operate at full speed. Without advanced memory interfaces, controllers, and IP, AI servers become bottlenecked long before they reach their full performance potential.

[JC @bigjoecup]

@pianches @RealJGBanks That’s what I was thinking!

[JC @bigjoecup]

@RealJGBanks Thx I missed it!

[XRP Update @XrpUdate]

BOOOOOOOOOOOOOOM💥

WALL STREET JUST SETTLED ON $XRP LEDGER.

JPMorgan, Mastercard, Ondo Finance, and Ripple completed a tokenized Treasury redemption in ~5 seconds.

Traditional rails: 3–5 business days.
XRPL: 5 seconds.

The future of finance is arriving.

[Polymarket @Polymarket]

NEW: Juan Hernandez, a welder who says he took “just another contract job” at SpaceX for $28/hr in 2015, is now a millionaire as shares soar.

[Rich Baris THE PEOPLE'S PUNDIT @Peoples_Pundit]

Holy shlit, she did it.

[Vivek Sen @Vivek4real_]

ELON MUSK:

“WE’RE GOING TO HAVE UNIVERSAL HIGH INCOME.

WE’LL BASICALLY JUST ISSUE MONEY TO PEOPLE.

WE’RE GOING TO HAVE DEFLATION.

AI AND ROBOTS ARE GOING TO MAKE SO MUCH STUFF THAT THEY’LL RUN OUT OF THINGS FOR HUMANS TO DO.

MONEY WILL STOP BEING RELEVANT AT SOME POINT IN THE FUTURE.”

DIAMANDIS:

“SO JUST AS YOU’RE BECOMING A MULTI-TRILLIONAIRE, MONEY STARTS TO HAVE LESS VALUE?”

ELON:

“YEAH, PRETTY MUCH.”

[StockWhale @thestockwhale]

I'm going ALL-IN on Mag 7's and buying soon.

I'm building up my positions every single day on these DIPS. THIS is what we were praying for.

Do NOT let this opportunity pass you by!!!

$AMZN, $AAPL $GOOGL, $NVDA, $META, $MSFT, and $TSLA.

Never stop buying these great companies.

[unusual_whales @unusual_whales]

BREAKING: SpaceX's IPO is expected to create 4,000 new millionaires, including some cafeteria workers whose compensation packages include employee stock options, per Bloomberg.

[Valerie Anne Smith @ValerieAnne1970]

WHISTLEBLOWER Gail Macrae: "I am a registered nurse with years on the front lines...ZERO patients died FROM COVID.

They were KILLED by Remdesivir and ventilators.

Hospitals were half-empty the entire time.
But the deadly protocols, forced isolation from family, and experimental drugs kept rolling — because every “COVID label” meant massive government bonuses.

This wasn’t medicine.
This was MURDER FOR MONEY.

Patients came in with the flu or pneumonia. They left in body bags after being poisoned and suffocated by hospital policy.

I saw it with my own eyes.
I watched it happen day after day.

Demand justice.
Demand the truth.
Demand the names of every administrator, doctor, and politician who profited while our loved ones were slaughtered.

The COVID hospital scam was one of the greatest crimes in history.

[JC @bigjoecup]

@unusual_whales Smart

[JC @bigjoecup]

@shedntcare_ Claude

[unusual_whales @unusual_whales]

"US consumer sentiment has plunged to a record low, cost of living is a top concern and 57% of consumers cite high prices as the cause of erosion of their personal finances," per Reuters

[tom @tgeissinger]

Here is my AI and growth stock cheat sheet, covering the following:

• Drones $AVAV $KTOS $ONDS
• Space $ASTS $RKLB $LUNR $PL
• Quantum $IONQ $QBTS $RGTI
• Robotics $TSLA $OUST $SYM
• Nuclear $OKLO $CCJ $UUUU
• Fintech $HOOD $SOFI $AFRM
• Photonics $AAOI $LITE $COHR
• AI Systems $DELL $SMCI $HPE
• AI Cloud $NBIS $IREN $CIFR $HIVE
• Infrastructure $VRT $ETN $PWR
• Power $CEG $NVTS $TE
• AI Software $PLTR $NOW $SNOW
• AI Compute $NVDA $AMD $ARM
• Memory $MU $SNDK $INTC
• Semis $ASML $AMAT
• Networking $AVGO $MRVL $ANET $ALAB

Save this post.

[unusual_whales @unusual_whales]

BREAKING: Bank of America: It is time to take profits in this market

[JC @bigjoecup]

@itsmichaelluu @SuperLuckeee Awesome

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.