Derrick

Husband, Father, Founder, and Investor.

[Derrick @DerrickStClair]

@GerberKawasaki Reverse Burry ETF might have better reutrns than most hedge funds.

[Derrick @DerrickStClair]

@foundring1 Tell me why there’s only 1 video angle of this entire thing?? Suspicious 🤨 where’s all the slomo angles?

[Derrick @DerrickStClair]

I’ve filled out the form twice now for our newborn baby that is 7 weeks old now. Same rejection notice reason but everything is correct. @altcap @TrumpAccounts ?

[Derrick @DerrickStClair]

@GerberKawasaki Apple diversifies across suppliers. Samsung has been increasing its share for iPhone DRAM (accounting for 60-70% in recent generations amid shortages), while Micron and SK Hynix provide the rest. So either way it’s a small portion of Apple DRAM going to Micron.

[Podcast Alpha @PodcastAlphaX]

Gavin Baker @GavinSBaker: HBM DRAM will be 30-40% of all hyperscaler capex in 2027.

Baker manages Atreides - his 2025 Micron call is now 14x. This is his next call.

HBM requires stacking 12-16 DRAM dies in a single package. Only three companies can do it: Micron, SK Hynix, Samsung. No fourth supplier arrives in 2027. Hundreds of billions annually to three firms.

Micron's new supply chain agreements lock in floor pricing above prior cycle gross margin peaks.

If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned.

Baker's full case at @theallinpod:
https://t.co/sH8c5iozAo

Source: All-In Podcast - https://t.co/31lFFUPJgJ

[Ross Gerber @GerberKawasaki]

Facts! Apples been banking profits selling memory at high margins for Apple. Now things have changed. $MU $AAPL

[Derrick @DerrickStClair]

@UtdMaI Sometimes I’m on X reading posts and just wonder why more people don’t answer their own questions by asking AI… is it just me? Or do people not know how to use LLM’s still?

[Derrick @DerrickStClair]

Tables have turned and that’s the way the free market goes. All those companies that were large buyers of memory in the past now need to eat those margins and report lower net profits and rightfully so (memory companies have done the this exact same thing for 10+ years) - welcome to market economics.

Apple is a perfect example. They SHOULD report lower gross and net profit margins rather than passing on the cost to the customers because they have had record profits for the same number of years that memory makers have had record lows. So what’s the difference? Greed…

[Derrick @DerrickStClair]

@Jason Per hour?? Where’s the $5 option?

[Derrick @DerrickStClair]

Honestly so true they’ve been robbing folks for adding more memory for years. They’re just protecting margins and profits.

This is how cheap memory used to be $2.78/GB (and that’s retail pricing not wholesale or bulk order discounts) and Apple is now charging $25/GB to upgrade?? That’s insanity and hopefully consumers boycott the price gauging.

[Derrick @DerrickStClair]

@neppy 😂 honestly I agree with this statement

[Derrick @DerrickStClair]

@Deenobrown123 Dam didn’t even realize this but checked it and it’s facts. Micron revenue and profits are at Nvidia Q4-25 numbers woah 🤯 so you’re saying this could rise to micron market cap to $3T??!

[Derrick @DerrickStClair]

Who knows how to help me rename the street I live on to “micron ave” ? @MicronTech $MU

[Derrick @DerrickStClair]

@NicolasRMelo @TeamStubHub Why is there no class actions against them for all this shenanigans?

[Derrick @DerrickStClair]

@PolymarketSport Wow… I love the World Cup more than anything

[Deedy @deedydas]

What a brilliant $60B exit for Cursor to SpaceX today!

$4B in run rate growing 7x YoY.

The 4 25yo MIT founders will make ~$2.7B in a span 4yrs and first 50 hires ~$20-500M each.

A testament to why you should actually join early stage startups and of huge outcomes building apps on top of AI models.

[Derrick @DerrickStClair]

@samhogan hah oh dam.. huge miss

[Derrick @DerrickStClair]

Haha this is a CRAZY comparison… Elon effect is no joke.

ALTHOUGH I do like that sentiment… that people set aside all financials and rather than only looking for maximizing ROC in certain scenarios they put money in things they believe in, in the potential for the future, for innovation maxxing, and more importantly in faith that their money is in the hands of a founder/ceo who will spend it wisely and effectively towards that mission (without waste, fraud, abuse, and into the pockets of their executives).

… ok I talked myself into it buying shares today

He really is that guy @elonmusk

[Derrick @DerrickStClair]

@Ric_RTP Dam… so corrupt it’s sad.

[Derrick @DerrickStClair]

I’ve been preaching this for years. If we make the high level government jobs high paying and desirable it’ll create a demand for smart individuals to strive for these jobs. Currently we’re just relying on “good samaritan” individuals that don’t care about making good money and I understand that should be a baseline to serve people but unfortunately you just don’t get the brightest or most driven people in those roles (and then they bend the laws to grift as per this example). Just look at the board of any HOA community and you’ll get a gist of what type of people are in these roles.