erack99

[NoLimit @NoLimitGains]

I truly hope you guys learned something here.

[NoLimit @NoLimitGains]

This is absolutely insane.

SanDisk has gone from $30 to $1,400+ in 14 months.

That’s a 4,600% return, and the #1 stock in the S&P 500 for two years running.

Most people missed it.

Here’s why it happened:

Western Digital spun off SanDisk in February 2025 as a separate pure-play NAND flash company.

Then AI hit the storage market.

Hyperscalers started signing multi-year supply agreements at $42 billion in committed revenue.

NAND prices are up 70-75% on AI data center demand.

Gross margins went from 51% to 78%.

Revenue grew 251% YoY in the latest quarter.

The market finally realized AI doesn’t just need GPUs.

It needs storage, memory, power, cooling.

The lesson here is simple:

The biggest gains never come from chasing the obvious names.

They come from finding the pure-play that nobody is paying attention to before the market connects the dots.

If I find the next one, it will be posted on @InTheAssembly

Follow them right now or you will regret it later.

[The Assembly @InTheAssembly]

78,000 tech workers lost their jobs in Q1 2026.

Nearly half of those cuts were blamed directly on AI.

It’s happening right now, faster than anyone predicted.

Here’s what the actual data looks like and what it means for your job:

In 2025, companies cited AI as the reason for 55,000 job cuts in the US. That was 12 times higher than two years earlier.

In Q1 2026 alone, that number is already approaching those full-year figures.

– Oracle is cutting 20,000 to 30,000 employees to fund AI infrastructure.

– Meta laid off 15,000 people and said AI would absorb the work.

– Amazon cut 16,000 corporate roles and told investors AI would replace them.

– Snap just eliminated 1,000 positions, 16% of its entire workforce, citing “rapid advancements in AI.”

– Dell, Atlassian, Pinterest, the list keeps growing.

And this is only what companies are admitting to.

The real number is much higher.

Researchers estimate that 200,000 to 300,000 US jobs were displaced or quietly unfilled because of AI in 2025 alone.

Most companies don’t label cuts as AI-driven. They say “restructuring” or “efficiency improvements” and move on.

The scariest part isn’t the layoffs happening now.

It’s who’s next.

This started with entry-level roles. Customer service, data entry, basic coding. Then it moved to mid-level positions.

Then Microsoft’s CEO said 30% of the company’s code is now written by AI, and they cut 6,000 engineers.

Anthropic’s CEO said AI could eliminate half of all white collar jobs within five years.

The World Economic Forum says 41% of companies globally plan to reduce their workforce because of AI by 2030.

37% of US companies say they will have replaced workers with AI before the end of 2026.

The market is cheering all of this. Every layoff announcement sends the stock higher because the math looks clean.

If you want to know where WE are allocating capital, make sure you’re following us.

Many people will wish they followed us sooner.

[ionicXBT @theionicXBT]

Listen,

You should make yourself so busy,

so disciplined,

so determined to win in crypto,

that you don't have time to know what's happening in others peoples lives,

Or even have any time to make pointless comparisons,

or irrational opinions.

Stay focused and devoted to yourself

[erack99 @efitch87]

@kris @remouherek 100k incoming

[Kris @kris]

When Bitcoin hits $100,000 I will give 1 BTC to one person who follows me.

The rules are simple:
- like this tweet, follow me and RT
- comment “100k incoming”

Let’s go! $BTC #bitcoin

[erack99 @efitch87]

@Oculus_Crypto What do you need to do if you have CB Wallet?

[erack99 @efitch87]

@_ayo_ who is Julie Bowen?

[erack99 @efitch87]

@nbleish more like come to prey. #bringoutthepooperscoopers

[erack99 @efitch87]

@john_shelp

[erack99 @efitch87]

@jmurray808 you know I do too. My Ma snapped a pic of me snarfing a burrito. Jeahhhh

[erack99 @efitch87]

@DanimusPrime9 You don't like hitting nar nar or drinking diet dew?

[erack99 @efitch87]

@KSev55 can I get a RT for doing the Bernie with your prabs hangin out?

[erack99 @efitch87]

@laurena004 I guess it was pretty fun falling out of chairs and stuff.

[erack99 @efitch87]

@nbleish power moves it is. What was the name of that guy who used to work at mcdonalds? He used to give us free food.

[erack99 @efitch87]

@caramorrell turtle fudge pecan blizzards? I prefer the manly and everpopular strawberry.

[erack99 @efitch87]

@JohnSPike Maya Moore is currently my favorite WNBA player. Cross my fingers for the MVP award!