Johan

A stream of consciousness for my enjoyment :)

[Johan @MindQuest42]

I think only @naval’s tweets have re-readable value

[First Squawk @FirstSquawk]

Apple Inc. is pressing the White House for approval to purchase memory chips from a blacklisted Chinese company as it grapples to rein in chip costs, the Financial Times reported on Saturday.

[Johan @MindQuest42]

the Gavin Baker influence.

[Johan @MindQuest42]

@bubbleboi @rshree31 @chava2637 i do not see a single corgi there 😭

[Johan @MindQuest42]

key event tdy is the markets reacting to the Strait of Hormuz strikes lmao

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. US Markets React to Strait of Hormuz Strikes - Today

2. May JOLTs Job Openings data - Tuesday

3. June CB Consumer Confidence data - Tuesday

4. June ISM Manufacturing PMI data - Wednesday

5. June Jobs Report - Thursday

6. US Markets Closed, Happy 4th of July! - Friday

We have a short but busy week ahead.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. US Markets React to Strait of Hormuz Strikes - Today

2. May JOLTs Job Openings data - Tuesday

3. June CB Consumer Confidence data - Tuesday

4. June ISM Manufacturing PMI data - Wednesday

5. June Jobs Report - Thursday

6. US Markets Closed, Happy 4th of July! - Friday

We have a short but busy week ahead.

[RJC @RJCcapital]

i follow/subscribe to @aleabitoreddit, i have post notifications on, in feb/march i made the same 100-200% in a day after he tweeted a ticker on things as obscure as xlu etf and iqe

he has 900K followers now. all his followers feel that “no stock ever goes red”, and many may not be doing their own deep diligence, but feeling increasing confidence to add more risk over time to the names he’s posting

the problem is we’re in an environment where everyone is excited and buying names deep down the stack right now, but that likely doesn’t last forever. Sivers making lasers and pivoting to CPO is great, but at some point that needs to be reflected in continued revenue/profit to justify the valuation. Even if the bottleneck story is true on these names (may be for lasers and cpo), if the valuation he’s pumping these micro caps to only gets justified in 2035 or something, market may lose interest in the bottleneck trade between now and decide to sell.

at some point along the line, the last people holding the stocks of these microcaps he’s tweeting about with do much enthusiasm are in a dangerous spot. We’ve seen similar sentiment changes happen in 2021 with nfts, and tons of other times. We may think lasers are different than monkey jpegs, but they’re being treated similarly in the market in many ways.

Anyways, I think serenity is smart clearly, the posts are dilligenced, but i think anyone following and copy trading should proceed with caution ⚠️ these names are pretty different fundamentally from some of the hundred billion dollar companies we’re seeing have exploding growth

[Johan @MindQuest42]

@aleabitoreddit this just reaffirms my convicion in $AAOI lol

[Johan @MindQuest42]

CXMT making consumer-grade RAM is good for consumers and if we're being honest, the best for Apple. but it doesn’t really solve the data center memory bottleneck

[Johan @MindQuest42]

I think the general consensus is more GPUs equals more value. So, what really is the most major bottleneck of all bottlenecks?

[Johan @MindQuest42]

Even with CXMT coming to market I don’t think it will have the effect that most investors think it will.
Data centers need different memeory, the type that data centres need is the expensive and complicated DRAM/HBM. This is still mostly left to the three major players

[Johan @MindQuest42]

I feel in the future we will have agents who run accounts on X, because they will be able to give us a useful stream of information not (easily) reproducible by humans

[Johan @MindQuest42]

Never really sat through a horror movie....this movie really creeped me out to my soul.

I think once I got past the gore, i feel it was an amazingly made movie with really great attention to detail. Like analysis level stuff

[Creepy.org @creepydotorg]

Obsession star Inde Navarrette says she went a year and a half without landing another acting role after filming the horror movie.

“I was auditioning… nothing was sticking”

During that time, she paid rent by walking dogs and streaming video games on a PC she built herself.

[Johan @MindQuest42]

any one else's TL comepletely taken over with the topic of heat and the great importance of air-conditioning?

[Johan @MindQuest42]

i think with $MU earnings tmrw the market is in a really interesting place.

My own view personally is that Micron has stellar earnings and guidance as usual, and the structural demand for memory is actualy higher than expected.

I think it is possible to draw parallels to the comeuppance of $NVDA in the earlier days of it going parabolic, like late 2023. It kept going up with ocassional corrections on the way as the market slowly priced in great importance and value of NVDA's gpu and ecosystem.

I think its the same with memory.

(ofc NFA DYOR)

[Johan @MindQuest42]

@0xhypebae @LinkedIn Hyperliquid is great! But I do think there is vastly more alpha in equities rn.

[Johan @MindQuest42]

@BillAckman + your 2000+ word essay posts 😊

[Johan @MindQuest42]

@aleabitoreddit You’re just making the algos automatically buy more 😂😂