MinMoney

smallcaps, special situ/distressed ass
not looking unless 10x potential
not investment advice, dydd

[MinMoney @minmoney6]

memory is more of a Q story now. LTAs mean less cyclicality and thus these names dont need to trade such low multiples.

[MinMoney @minmoney6]

$NBIS project timeline seems to be facing delays. Bit of rockiness ahead

[MinMoney @minmoney6]

@capybaraReborn the fact that you intro'd yourself as a former investor in beyond meat makes me doubt anything you say

[MinMoney @minmoney6]

hyperscalers and neocloud up on the same day - narrative is shifting

[MinMoney @minmoney6]

@bubbleboi youre not on a level to sympathize for him as you've never ran money at that scale

[MinMoney @minmoney6]

what kinds of cleaning company signs AI colocation deals? $ZONE

[John Porter @John_Porter10]

$ZONE CleanCore Solutions, Inc. (NYSE AMERICAN: ZONE) Signs AI Colocation Services Agreement with Cerebras Systems (NASDAQ: CBRS) for a Data Center Campus in Minnesota

[MinMoney @minmoney6]

@MartinShkreli any thoughts on $GOSS

[MinMoney @minmoney6]

반도체 호재 ��스도 있고
뭐 전쟁도 곧 끝나지 않겠습니까?
월요 반등 기대하고 주말 잘 보내보시죠

[MinMoney @minmoney6]

@bubbleboi 이새끼 요즘 말 존나 많네 진짜

[MinMoney @minmoney6]

I feel like Trump admin going to take stake in Hut8

[MinMoney @minmoney6]

@RJCcapital too much reading for a nonsense post

[MinMoney @minmoney6]

@bubbleboi yeah we know

[MinMoney @minmoney6]

@zerohedge dumb post

[MinMoney @minmoney6]

@TNTSportsUS @SHAQ @dunkmanofficial better than NBA's

[MinMoney @minmoney6]

@Semicon_player letsgoooo

[MinMoney @minmoney6]

Oh man, you so on point

[MinMoney @minmoney6]

Im starting to think HBM guys are more sustainable winners of this AI capex. hyperscalers vs. NVDIA ongoing, GPU vs. ASICs ongoing.. they all need HBMs.. only 3 DRAM guys left out there w/ some bottlenecks on next gen $MU $Hynix $SEC

[MinMoney @minmoney6]

@DavidSacks i like david sacks

[MinMoney @minmoney6]

@bubbleboi bitchass boi stop acting up

[MinMoney @minmoney6]

@fulllleverage 뜬금없이 중국을 걸고넘어지는 걸 보니, Kimi 같은 중국계 소버린 AI에 밀릴 것 같으니까 중국을 겨냥한 엔비디아 수출 규제나 AI 개발 제한 카드를 꺼내려는 것 아닌가..

[MinMoney @minmoney6]

@bubbleboi so what do you buy