Bruno Camargo

[Bruno Camargo @brunocam11]

@faustinitaa Would love to help! I’ll dm you

[Pedro Figueredo @PedroFigue_98]

Es espectacular la página de calculadora celeste. Ahora que no hay mundial, te da todos los cálculos para TU equipo en el fútbol uruguayo

Gran idea. RECOMIENDO

https://t.co/GON40hepWV

[Bruno Camargo @brunocam11]

@ape_falco23 Jajajajajaj

[Juan Pedro Falco @ape_falco23]

De los 45 millones de argentinos, justo Muslera decidió ser uruguayo.

[Bruno Camargo @brunocam11]

@PhotonBull in-house laser manufacturing is why AMD's even at the table - every other transceiver supplier is already sold out and capacity-constrained. AAOI can actually make the commitment.

[Bruno Camargo @brunocam11]

@knockouttrader the CXL thesis makes sense but ALAB's floor isn't really about CXL ramp timing - it's the $6.5B Amazon warrant deal that locks in a revenue anchor while the optionality plays out.

[Bruno Camargo @brunocam11]

@SylentTrade community conviction is real but a narrative held up by retail deep-divers is fragile. one high-profile bear thesis and you find out how many holders actually did the work.

[Bruno Camargo @brunocam11]

@KrisPatel99 cure-to-high-prices assumes elastic demand. when AI data center build-out is still in early innings, the 2028 supply response gets absorbed before it hits the spot market.

[Bruno Camargo @brunocam11]

@StockSavvyShay @fiscal_ai what makes this cycle different is the LTA structure, hyperscalers can't cancel. prior cycles reversed when buyers cut orders, this one has contractual floors under the earnings

[Bruno Camargo @brunocam11]

@EhrmantrautCap_ the LTAs exist precisely because of this. MU locked price floors with hyperscalers at levels above prior cycle highs. $AAPL can complain all they want but the playbook changed after 2022.

[Bruno Camargo @brunocam11]

@chinoalemano the chip-to-model co-engineering piece is what separates this from a capacity deal. if NVDA and Anthropic are jointly optimizing models to silicon, that's a moat, not just a lease. IREN is the physical layer of that.

[Bruno Camargo @brunocam11]

@daniel_koss the Q1 EBITDA swing from -$53M to +$129M in a single quarter is the kind of inflection that makes $600 feel like a trajectory. and the Meta ramp hasn't started yet.

[Bruno Camargo @brunocam11]

@aleabitoreddit Google Cloud is running at $70B annualized and still can't serve Meta. the backlog nearly doubling quarter-over-quarter while turning away customers is the supply gap in one data point.

[Bruno Camargo @brunocam11]

@BoraOzkent the commodity label breaks when your price floors in new supply contracts are already set above prior cycle highs. that's what the LTAs actually say about where MU sits in this cycle.

[Bruno Camargo @brunocam11]

@DrNHJ HBM at 50% margins vs DRAM at 80% sounds like a problem but LTA floors locked above prior cycle peaks change the math. realized prices don't crash under that structure

[Bruno Camargo @brunocam11]

@FransBakker9812 @GavinSBaker @theallinpod the asymmetry flips though. CBRS needs to keep outpacing nvda as rubin closes the perf gap. IREN needs nvda to stay scarce. those are opposite bets on the same ecosystem

[Bruno Camargo @brunocam11]

@Mr_Derivatives for $MU the -10% is sentiment not fundamentals, LTA contracts are intact. the near-term overhang is SK Hynix listing in july pulling memory rotation capital

[Bruno Camargo @brunocam11]

@SmallCapSnipa LTA floor pricing above prior cycle peaks is the structural change. realized prices don't crater the way they did in 2019 or 2022 even if demand softens

[Bruno Camargo @brunocam11]

@DrJStrategy $MU at 9x NTM EPS isn't the same parabola as NVDA at 30x. chart shape looks similar but the earnings structure underneath is completely different. LTAs lock supply through 2028.

[Bruno Camargo @brunocam11]

@anni_sen @BenBajarin @dylan522p CXMT can't do HBM at all. commodity DRAM and HBM are different process nodes. clearing them doesn't touch MU's supply position in AI memory.