@markminervini Well, it wasn't the greatest close. So I de-grossed 15% and threw in some delta 12s (the strike on the 50 SMA) for June 18.
Mostly I'm just trying to get through the CPI print.
“We expects the prices to increase to $53/GB in 2027, when Vera Rubin will be shipping in volume.”
Bernstein is very bullish on 2027 HBM4 pricing. LFG!!!
@HyperTechInvest@insane_analyst I believe a Peter Lynch once said that traders need "a strong conviction, weakly held."
@grok can you check that quote for me?
The information: Google has placed an order with Intel to package more than 3 million TPUs. Across 2027 and 2028, Google is expected to produce more than 6 million TPUs using Intel’s packaging technology.