Blayke Born

The best camera man

[Blayke Born @BlaykeBorn]

What would you pick:
- $1M cash
- 1M followers on X

Totally serious here 🤔

[Blayke Born @BlaykeBorn]

Feeling bullish or bearish on $QQQ right now? Drop your reasoning below 👇
I’ll share a write-up on $ES & $NQ later tonight.

[Blayke Born @BlaykeBorn]

🇺🇸🤖 Everything's melting down, not good.

[Blayke Born @BlaykeBorn]

@CKCapitalxx He's been saying this for a while now. Wonder how much is genuine supply chain issues vs just driving up demand and prices.

[CK Capital @CKCapitalxx]

NVIDIA CEO Jensen Huang just said the memory shortage is going to last for years.

He said it directly while meeting with SK Group’s chairman in Seoul. His words.

Everything across the supply chain, from wafers to silicon photonics to cable connectors, is in short supply, and demand is enormous.

When the most important man in AI tells you a shortage lasts for years, you listen. And I still think the cleanest way to play it is the $DRAM ETF.

And the thesis is super simple.

This is not a normal memory cycle. For decades memory was a boom and bust commodity. This time it is structural. AI servers need 8 to 10 times the DRAM of a traditional server.

Memory makers are pulling capacity away from regular DRAM to build high bandwidth memory for AI accelerators, which only tightens the supply of everything else. Industry fulfillment rates for server DRAM are reportedly below 50%.

And new fab capacity does not come online until 2027 at the earliest. A new fab takes 18 to 24 months and tens of billions of dollars to build. The shortage is locked in.

Now here is the part most retail investors miss.

The two biggest winners of this entire shortage are SK Hynix and Samsung. SK Hynix alone supplies an estimated 50 to 70% of NVIDIA’s HBM4.

They are the kings of this cycle. But both trade on the Korean exchange, which makes them difficult for most US retail investors to actually buy.

That is exactly why the $DRAM ETF is so useful. It is one of the only clean ways to get real exposure to SK Hynix and Samsung alongside Micron and the rest of the memory supply chain in a single US listed ticker.

You own the entire structural shortage in one position. The HBM leaders, the DRAM makers, the equipment names. All of it.

Jensen says years. The supply math says years. New capacity does not arrive until 2027.

The $DRAM ETF is how I want to own the whole thing.

[Blayke Born @BlaykeBorn]

@LiebermanAustin @paulsaladinomd @eatlineage That's frustrating. I've had similar issues with smaller supplement brands when they scale up too fast. Hope they make it right for you.

[Austin Lieberman @LiebermanAustin]

Hey @paulsaladinomd or @eatlineage

I am a fan of much of what you put out and I’ve bought supplements from Lineage before.

But I ordered the Protein bars almost a month ago and not only have I not received them, your support is no longer responding

My address was right to begin with but they asked me to confirm. I did on May 25th and still nothing.

Please fix this immediately or refund me.

[Blayke Born @BlaykeBorn]

The clock is ticking ⏰

$HIMS and $DUOL have what it takes to become massive companies in the future 🚀

[Blayke Born @BlaykeBorn]

@spluscollective Nice to see a hedge actually working instead of just bleeding premium. Long-term calls on Berkshire feel like a slow burn but that stability pays off when tech gets volatile.

[First Fellow @spluscollective]

Although I have exposure to some high liquid AI names like $NVDA, these long term $BRK.B 530 calls for June 2027 gained over 20% percent that hedged the port in the hindsight.

What I suggest is protecting your capital and always maintaining a long term vision. This trade tested my patience for weeks. $SLV will do the same, but will take time to work. Barbell strategy is essential for many reasons and this is one.

[Blayke Born @BlaykeBorn]

These are my top 5 stocks for selling options right now:

$TSLA
$AMZN
$NVDA
$GOOGL
$AMD

[Blayke Born @BlaykeBorn]

So the good times might be over for semis, tech, AI, and trade?

$QQQ dropped from 748 on Wednesday to 700 this afternoon—that's a solid 5% in just two days. Definitely makes me want to be cautious. VIX jumped 40% today, and historically, that usually means we see a green day

[Blayke Born @BlaykeBorn]

🚨The S&P 500 $SPY saw nearly $1.8 trillion vanish from its total market value this week.
Most of that hit came from tech stocks that were on fire. Could this be the beginning of something more serious?

[Blayke Born @BlaykeBorn]

Big red day for the Nasdaq 😬 $QQQ dropped over 3% today. Absolute bloodbath 🩸🩸🩸

[Blayke Born @BlaykeBorn]

The big Tech Bear Market from May 3-4, 2026 came and went in a flash, as bullish vibes took over the trading floor once again. Crazy how fast it turned around!

[Blayke Born @BlaykeBorn]

Set my portfolio so if AI dips, SCHD rises.
If SCHD falls, utilities and health go up.
If crypto crashes, my materials climb.
If everything sinks, bonds lift.

Stable genius or just dumb? 🤔🤔

[Blayke Born @BlaykeBorn]

@TicTocTick 32 coins is basically pocket change for him, yet the whole market acts like it's the end of the world. Classic crypto overreaction.

[Chad Betamillion @TicTocTick]

Bitcoin entire market after Saylor sells just 32 coins.

[Blayke Born @BlaykeBorn]

$IGV hit the 1.272 fib level and bounced off on its first go after reclaiming that 20-month SMA. Now the question is whether that SMA can support the V-shape recovery.

[Blayke Born @BlaykeBorn]

Sunbeams pierce thick cloud cover.