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[gibbler @Gnht74]

@atchinat0r2 @ShowJoethe

[Serenity @aleabitoreddit]

VPEC new price hikes on Epiwafers today.

Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.

This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are.

(disclosure: have positions in IQE)

[Serenity @aleabitoreddit]

$IREN back down -34% from $70 to $46.

I wonder if one of the dumbest communities on X finally learned to read?

$NBIS is objectively the better Neocloud, with actual financing.

-> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS.

$NVDA actually gave $NBIS capital.

-> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat.

$NBIS actually uses equity appreciating financing structures.

And this is reflected in the YTD differences between them both.

I’ve said the same thing last year too. One is up ~100%.

The other is flat, and even negative depending on entry points.

IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.

[Serenity @aleabitoreddit]

If you listened to Optimus Prime…

You’d be up 47% in just 3 weeks with $HPS.A.

Did you listen to Optimus anon?

[gibbler @Gnht74]

RT @aleabitoreddit: The current bottleneck: Transformers/Switchgear. 

Trade Idea: Long Hammond $HMC.A (~2.2B CAD / ~$1.5B USD) at 184 CAD.…

[gibbler @Gnht74]

@NoLimitGains @ShowJoethe

[gibbler @Gnht74]

@Pentosh1 @ShowJoethe

[gibbler @Gnht74]

@aleabitoreddit @ShowJoethe

[EliZ @eliz883]

$BTC I’ve had a lot of fun with altcoins, making substantial profits.

The situation here is quite clear to me.

At the moment, I’m not looking for swing trades or long-term positions, but only long scalps, at least until we see a genuine breakout by the bulls in this resistance zone.

The price is still respecting the same channel, so the plan remains unchanged:
continue to trade within the structure, focusing mainly on the Monday Range, which remains the primary reference point for quick entries.

Trading plan (scalp):
Look for quick long trades on pullbacks within the channel

Preferably enter near the Monday Range or intraday support levels

Quick take-profits, without trying to anticipate breakouts

Avoid forcing positions until the bulls show a genuine break above the resistance

As long as the structure remains this way, the strategy is simple:
scalp within the range and manage positions quickly.

[Serenity @aleabitoreddit]

The Memory Supercycle is here.

New reports from Morgan Stanley est.

- Samsung's net profit ~$163.0B USD
- SK Hynix's ~$120.9B USD.

That would make Samsung the most profitable company in the world, even more than $NVDA and $GOOGL.

Here are the top 10 rankings:

1. Samsung Electronics ~$163.0B (2027)
2. Alphabet $GOOGL $152.44B
3. Apple $APPL $133.05B
4 Microsoft $MSFT $127.65B
5. Sk Hynix $120.9B (2027
6. NVIDIA $NVDA $116.51B
7. Amazon $AMZN $95.22B
8 Meta$META $85.09B
9. Berkshire Hathaway $BRK $81.5B
10. JPMorgan Chase $JPM $72.81B

This is forward 2027 net income compared to TTM net income sourced by from companiesmarketcap. Credit to @jukan05 for the Morgan Stanley report. Excluding National companies like Saudi Aramco in these figures.

The memory supercyle from $MU, Samsung, and SK Hynix is here clearly here.

[EliZ @eliz883]

$TAO

As you know, I am not a holder, and in fact I have very few altcoins in my portfolio. This is one of the rare exceptions.
It is a name I chose consciously and I will continue to accumulate it slowly, without haste and without emotion.

If the idea works and the project goes ahead, fine: I will have been right in my selection and timing.
If, on the other hand, it goes badly, even to zero, it won't change anything for me: it's a calculated risk, taken into account from the outset.

That's the point.
Don't fall in love with the name, don't tell yourself stories, don't get your hopes up.
Just make a clear-headed decision about how much risk you want to allocate to that asset, and that's it.

[The Kobeissi Letter @KobeissiLetter]

This is the most profitable market in history.

Stocks are now extending gains to a new high of the day, the S&P 500 up +1.5%.

Take a minute to read steps #1 through #8 in our tariff playbook.

There will be more to come.

Systematic investing is winning.

[*Walter Bloomberg @DeItaone]

DENMARK FOREIGN MINISTER: WE ARE NOT NEGOTIATING TO COMPROMISE ON OUR FUNDAMENTAL PRINCIPLES

[Quiver Quantitative @QuiverQuant]

Wow.

We've been reporting on Representative Tim Moore's recent purchases of Intel stock.

Moore sits on the House Subcommittee on AI.

$INTC has now risen 178% since his August 1st purchase.

[EliZ @eliz883]

I was one of the first #ONEPIECE Piece fans! When no one else watched it and I had to wait a day or two to see the next episode, that was pure joy!

Many were still embryonic. I was 13 years old when I started watching it.

[Ahmed @CryptoBheem]

sl be/ gn😴

[EliZ @eliz883]

$ETH

Level Eliz is always good level

[EliZ @eliz883]

0.75 ✅ 1 tp taken

[gibbler @Gnht74]

@ArthurSp0oner @ShowJoethe

[gibbler @Gnht74]

@CollinRugg @ShowJoethe junge hahahaha ,eigentlich Comedy