Misa

[Misa @misa13481]

Cat said "Please turn off the light thank you lol

[Misa @misa13481]

@Grangerish1981 @BeardoTrader Might actually be good for the portfolio 😂

[Misa @misa13481]

@SystemDown_Exe I have a similar approach. I bought SPCX at $156 on its first trading day took profits when it reached $200 and recently started a new position again. My NVDA entry was around $210 as well. If the market gives me better prices I’ll look to add more over time.

[Misa @misa13481]

Apple is already one of Broadcom’s key end customers, and Broadcom says its top five end customers account for about 40% of total revenue. Locking in a $30B+ Apple custom silicon deal through this U.S. manufacturing push is meaningful for AVGO.
$AAPL $AVGO

[Misa @misa13481]

Just another day in LA. 🌴🌊

#LosAngeles #SoCal

[Misa @misa13481]

@baka19921 SNDK could benefit if the NAND cycle keeps improving, but it doesn't have the same AI/HBM tailwind that MU does. Interested to hear your thoughts.

[Misa @misa13481]

@StocksAREnuts The disconnect is what's interesting. Demand is still sold out but the market seems to be pricing what happens after that. If these takeor pay contracts really hold this cycle could end up looking very different from the last one.

[Misa @misa13481]

@ivan_zhugan That's the key question. If it was fully priced in, why did the stock drop 25% right after they raised guidance? Feels like the market is pricing a return to the old memory cycle.

[Dima Zeniuk @DimaZeniuk]

BREAKING: Starship Flight 13 is scheduled to launch no earlier than Tuesday, July 14, at 5:45 p.m. CT

[Misa @misa13481]

@PropositoyVida It's terrifying why would a cat suddenly attack someone?

[Misa @misa13481]

@KobeissiLetter Foreign policy can't run on emotion.

[Misa @misa13481]

@MushtaqAliEngr Same here my investment portfolio also includes memory chips AI and energy

[Misa @misa13481]

@MushtaqAliEngr Are you also a long term holder of NVDA? If you don't mind let's follow each other and exchange views.

[Misa @misa13481]

@ran_the_numbers That's a fair point. My thinking is that it doesn't necessarily have to be a rotation out of MU. If the news signals stronger overall HBM/AI memory demand, MU could benefit alongside SK Hynix. The key question is whether this is company-specific or expands the total market.

[Misa @misa13481]

@nxl_man They all belong to the same industry sector: storage chips.

[Misa @misa13481]

@davigroup @itsmichaelluu Yeah DRAM is a memory chip ETF with SK Hynix Samsung SNDK and others. I’ve been holding it since May. Are you in it too?

[Misa @misa13481]

@Am1rK Do you usually buy 0DTE options or long term options?

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 77% chance the Federal Reserve does not cut interest rates this year.

[Curiosity @CuriosityonX]

Humanity's first martian city just got founded and you get to name it.

What's it called?

[Autopilot @joinautopilot]

Trump: "Go out and buy a Dell, they're great"

$DELL is up 6% today

He personally owns ~$5M of Dell stock

[Misa @misa13481]

@WatcherGuru Sell sell sell