Fund Prophet

[Fund Prophet @FundProphet]

People don't understand how much the demand for high bandwidth memory will explode $MU

[Rihard Jarc @RihardJarc]

Started a position in $MU.

The market is underestimating the need for memory in the next few years because of AI. To add to that the margin profile of this "commoditized industry" might look a lot different in the following years.

[Fund Prophet @FundProphet]

@bubbleboi Come on man are you new here. You know the market can be irrational longer that you can stay solvent and all that.

[Fund Prophet @FundProphet]

Tanzania will be one of the largest economies in Africa in the next decade. During my research I found it to be a prime site for data centers and manufacturing. They are also making strategic investments in infrastructure that will pay off in time.

[Fund Prophet @FundProphet]

watching the US oil reserves slowly deplete reminds me of the early days of covid before lockdowns. It was obvious to anyone paying attention how bad it would get. The same here I don't see how this does not end in chaos and panic once those reserves run out.

[Fund Prophet @FundProphet]

@zephyr_z9 Trump admin strategy is to embargo every company that is outcompeting theirs. It's only a matter of time before they target south korea.

[Fund Prophet @FundProphet]

@jukan05 Samsung electronics is my biggest position. They have a mature 4nm process for logic in addition to being number 2 in memory. Arguably they should be worth almost the same as TSMC.

[Fund Prophet @FundProphet]

@pernasresearch @plantmath1 I don't understand what the issue is. Is it the form factor or the tech isn't working? if it's the form factor that can always be iterated on.

[Fund Prophet @FundProphet]

@argofowl kimi 2.5 and 2.7 have the same base. It would make more sense to continue from their own check point and make composer 2.6 than retrain from a different check point. and who knows if its even possible to squeeze more out of this base.

[Nostra, House of Gold @Nostre_damus]

Trump says he will sign a deal today with or without Iran

[Fund Prophet @FundProphet]

@2itshorizon @JRambo0810 you're right lyft is not a great business compared to uber but if the goal is increasing distribution network lyft is not a bad option. Most people i know have both lyft and uber on their phones.

[Fund Prophet @FundProphet]

@BaldKnower Basically he bought Solana from you on margin and lost money. Now he is trying to shift the losses to you. I promise you If Solana had went up instead, he would have paid you in dollars.

[Fund Prophet @FundProphet]

@rubicon59 Remember sk hynix is also in the race I think they will most likely be the first to manufacture HBF.

[Fund Prophet @FundProphet]

@zephyr_z9 What do you think about the viability of the AI satellites? I still feel like it's just hype

[Fund Prophet @FundProphet]

@jukan05 @dylan522p I watched an interview with the CEO 2 years ago and sold all my shares right after. Most of the innovation is from the previous CEO they are really stagnating now.

[Fund Prophet @FundProphet]

@everyonehatesp1 @dead_sh0tt you guys are the OGs. Are you guys still long capstone?

[Fund Prophet @FundProphet]

@pernasresearch do you think cybersecurity stocks are still a good buy

[Fund Prophet @FundProphet]

@pernasresearch I was hoping to accumulate $CIBR for longer but now I have to decide if I should take profit or let it ride

[Fund Prophet @FundProphet]

@citrini I just realized i had exposure to these stocks through a cybersecurity etf $BUG

[Fund Prophet @FundProphet]

@Ren_aramb $XDRV.to check out this etf it has most of the power semis. $GRID is also good it has all the power electronics manufacturers.

[Fund Prophet @FundProphet]

@bdinvestingg just buy the whole basket $XDRV.TO