Deevs

[Deevs @deevs26]

@OklahomaJones77 @TBone995292 @DbLocKk_ Oof

[Gus Saltonstall @GusSaltonstall]

Tal Bagels, the popular Upper West Side bagel spot on Broadway between West 90th and 91st streets, has been closed by the New York City Health Department.

Details of the inspection are not yet available.

[Deevs @deevs26]

@OklahomaJones77 @TBone995292 @DbLocKk_ Bring back gatekeeping

[Deevs @deevs26]

@Bloke_Baz That's just the futures market fog rolling in

[Deevs @deevs26]

Poor neighbor's car got absolutely hosed in the west village this morning #westvillagecrime

[Deevs @deevs26]

@ACMC_Country @4noneth @ervis_2000 Pal are you daft, the 4-per-transaction-limit was introduced in January 2020. People used to bulk buy records to juice the charts.

[Deevs @deevs26]

@GordonGekko420 Probably didn't taxi to the Ritz Maui bar for that one pal

[Deevs @deevs26]

@Shetawy @Return_Of_RB Amtrak goes to CT dummy

[Deevs @deevs26]

@HighyieldHarry Always knew you were a weenie

[Deevs @deevs26]

@benson_perry @max_spero_ All this says is SF cabbies suck

[Deevs @deevs26]

@RedPillRabbit Funny circle where JPM acts as an advisor on Squarespace's sale to Permira, Permira fires her in a cost reduction and then JPM hires her to back work on DEI lolol

[Deevs @deevs26]

@ConsensusGurus Stupid Claude list from someone not from New York. Go back to bean town.

[Deevs @deevs26]

@blondesnmoney What if someone tweets a 100x bagger, can't look away for a second

[Deevs @deevs26]

@aleabitoreddit Same money following X rotating around

[Deevs @deevs26]

@MartinShkreli Control the airways control the mind pal

[Deevs @deevs26]

@citrini @JonahLupton This tweet is crazy.

[Deevs @deevs26]

@christianoboria Good read. Havent those substrate stocks already rerated? I'm guessing two are AMAT and ONTO.

[Deevs @deevs26]

@RufusTFireflyJr You sure you're not mixing up Citron and Citrini?

[Citron Research @CitronResearch]

Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.

While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.

Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.

The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.

With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.

Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. https://t.co/2BYMxB2ekI

[Deevs @deevs26]

@JoergUndSabine @negligible_cap Dude, you have no clue what you're talking about. You probably think Ken Griffin is voiced by Seth McFarlane. Stay in your lane and keep typing away on your budget keyboard in bumblefuck Deutschland.

[Deevs @deevs26]

@JoergUndSabine @negligible_cap Bröther I'm as WASPy as they come. Ken is the last person that should be criticized for exploiting the NYC economy. He's created more NYC jobs than any billionaire in the world.

If you wanna whine from the EU, focus your anger towards the foreign-born politicians ruining NYC.