Mohammad Aldubaikel

Curious

[Mohammad Aldubaikel @dubaikmi]

المفروض كل الدول تطبق هذا القرار

[Polymarket @Polymarket]

JUST IN: France to ban unsolicited telemarketing calls starting August 11.

[Mohammad Aldubaikel @dubaikmi]

@fah_oxo نزول العملة له دور في رفع قيمة الأصول في مصر و نيجيريا و باكستان لكن مع ذلك كان المفروض السوق السعودي يصعد بنسبة اعلى بكثير من ٨٪

[Mohammad Aldubaikel @dubaikmi]

@Sakinhub @denvr59 الوظيفة اللي يتكلمون عنها مهندس بترول عنده خبره اكثر من ١٠ سنوات.

[Mohammad Aldubaikel @dubaikmi]

@DividendHunterX مليون في سهم Bitx$ يدخل اكثر من ٣٠٠ ألف في السنة 😬

[Mohammad Aldubaikel @dubaikmi]

@THEWOLFOFTASI در جة الحرارة لازم تخليها ثابته على ٢٤ مو أقل

[Mohammad Aldubaikel @dubaikmi]

@plansgetcomplex 🔺⚽🎉

[unusual_whales @unusual_whales]

BREAKING: JPMorgan says investors should buy the recent dip in semiconductor stocks.

[Peter H. Diamandis, MD @PeterDiamandis]

Diagnosing a patient without using AI will soon be considered Malpractice.

[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

[Mohammad Aldubaikel @dubaikmi]

@Ahmedalsamel1 @AlhsynR34604 فيه ناس تسوي اكثر وقت earnings

[Mohammad Aldubaikel @dubaikmi]

As expected! Beat all estimates!

[Mohammad Aldubaikel @dubaikmi]

$MU earnings after market close.

1- Q4 guidance — this is the make-or-break number. Anything above $38B revenue guidance should fuel a strong pop

2- HBM4 allocation commentary — any mention of sold-out capacity into 2027 is bullish

[Mohammad Aldubaikel @dubaikmi]

$MU earnings after market close.

1- Q4 guidance — this is the make-or-break number. Anything above $38B revenue guidance should fuel a strong pop

2- HBM4 allocation commentary — any mention of sold-out capacity into 2027 is bullish

[Mohammad Aldubaikel @dubaikmi]

Luck equals preparation plus opportunity! See the below video

[حمد بن فهد🧠 @iHamadFahad7]

أستاذة في جامعة ستانفورد تقضي 20 عام في دراسة سبب امتلاك بعض الأشخاص حظ أكبر.

استنتاجها:
الحظ ليس صدفة، إنه مثل الريح: يجب أن نضع له شراعًا.

إذا أردت أن أكون أكثر حظ، سأفعل هذه الأشياء السبع:

[Mohammad Aldubaikel @dubaikmi]

Next step after AI

[Bloomberg @business]

President Donald Trump signed executive orders Monday aimed at accelerating quantum research, laying the groundwork for federal agencies to adopt the technology and strengthen US defenses against cyberattacks. https://t.co/LBmbM0GSOQ

[TURKI ALALSHIKH @Turki_alalshikh]

رائع كفو👍🏻🔥🇸🇦❤️

[Mohammad Aldubaikel @dubaikmi]

@Ahmedalsamel1 $BYND

[Mohammad Aldubaikel @dubaikmi]

If 90% of my knowledge and analysis is based upon a chip embedded in my brain using Artificial Super-intelligence (ASI)
in the future? Am I still Mohammad or different creature !@elonmusk

[Mohammad Aldubaikel @dubaikmi]

@Tristanrhee3 Brain-Computer Integration.

[Mohammad Aldubaikel @dubaikmi]

@Tristanrhee3 Brain-Computer Integration.

[Mohammad Aldubaikel @dubaikmi]

@OthmanAlomeir اتوقع الهدف الأساسي منه مراقبة الجميع لأنك تحتاج ترفع ما يثبت انك فوق سن ال ١٦ لإستخدام منصات التواصل! حماية الأطفال هدف ثانوي

[Behrin @behrin]

How to create billions of dollars from air (space) $SPCX

Step 1:

Buy Twitter for $44B (Oct 2022), fire most staff, lose most ad revenue.

Step 2:

AI startup xAI “acquires" X for $125B - $1B cash generated, zero value created. (Mar 2025)

Step 3:

SpaceX "acquires" xAI at $250B -$1.25T combined valuation.

Nice 100% return in a year. (Feb 2026)

Step 4: List SpaceX at $1.75T, 4% float, get index inclusion rules changed, shorten lock-ups, let leveraged ETFs squeeze it higher. Increase valuation $500B in 4 months. (June 2026)

X stake now up 180%.

Financial engineering masterclass.

Step 5: Combine with Tesla.