Mage

[Mage @magetrades]

@QC_Capitals Who wants to get rich by 50? You probably would have ED by then and the money won’t even matter lmao

[Mage @magetrades]

@valerijatrades1 No memory? Could be a good opportunity 👀

[Mage @magetrades]

@retard3dinvst0r @aleabitoreddit Will delete if Aaoi gets to 300 by month end

[Mage @magetrades]

@retard3dinvst0r @aleabitoreddit This photonic shit is fucking ass lowkey. Fullport memory instead.

[Mage @magetrades]

Trump only wants war on the weekends 😂

[The Hormuz Letter @HormuzLetter]

BREAKING: Axios claims the US and Iran have agreed to stop attacking each other and meet this week in Doha, Qatar.

Of course, this comes just 1 hour before the US stock market futures open.

[Mage @magetrades]

@KobeissiLetter Trump only wants war on the weekends 😂

[Mage @magetrades]

@cmsinvests Im 70% dram 30% nebuis

[Mage @magetrades]

@ilzmcfly @RJCcapital What kind of response is this lmfao

[Mage @magetrades]

This was February’s news.. China’s CXMT is not a threat to $MU. Recent industry checks show CXMT’s DDR5 is priced similarly to Micron’s, so there is no pricing advantage to drive a major share shift. Our president probably won’t let this happen and even if $AAPL is eventually allowed to source some memory from CXMT, it does not change Micron’s outlook. Micron is already shipping advanced HBM for the AI market, while CXMT does not have a commercially competitive HBM product, leaving it well behind in the fastest growing and most profitable segment of the memory industry. The AI memory market remains dominated by Micron, Samsung, and SK hynix, while CXMT is still years behind in advanced memory technology. One potential Apple supply agreement does not change that reality or materially impact Micron’s growth through 2026 and 2027.

[First Squawk @FirstSquawk]

APPLE SEEKS U.S. APPROVAL TO SOURCE MEMORY CHIPS FROM CHINA’S CXMT: FT

Apple is seeking U.S. government clearance to purchase memory chips from Chinese DRAM maker CXMT, according to the Financial Times.

The move aims to ease supply shortages and rising memory chip costs driven by AI demand.

CXMT is on the Pentagon’s Chinese Military Company blacklist, making the proposal politically sensitive despite no current legal ban on purchases.
If approved, the deal could diversify Apple’s memory supply chain and reduce dependence on Micron, Samsung, and SK Hynix. (https://t.co/Vx4hGylMK9⁠)

[Mage @magetrades]

@TW_trades_ Congrats bro

[Mage @magetrades]

@napoleon21st Bro you realize this news was back in February right?

[Mage @magetrades]

@devx89 @DudeWhoInvests Bro micron already has locked in contracts, plus do you really think trump will let this happen? And if so, Google and other companies have already turned down china.

[Mage @magetrades]

@data168 Me if I was clueless

[Mage @magetrades]

@LiebermanAustin If you were wrong about earnings reaction. You’re probably wrong again but 900s doesn’t seem out of reach. I don’t think we’d get to 800 though

[Mage @magetrades]

@YodaStockInvest I only have 4 lol

[Mage @magetrades]

@DrTomsLens The No. 1 mistake I’m seeing is everyone saying they “missed” it when it’s still the beginning.

[Mage @magetrades]

@RJCcapital What am I seeing

[Mage @magetrades]

@RayT168 $MU just saved the market.

[Mage @magetrades]

@kevinxu Can you keep it hidden