mrnobody

[mrnobody @mrxxg]

@banlufs 感觉空仓是最优解

[mrnobody @mrxxg]

@aleabitoreddit What's your take on Sling Intelligent Drive Group 301550 which is already on Tesla's supplier list? FWIW LeaderDriver is NOT.

[Jeff Sun, CFTe @jfsrev]

30 Strongest Industry Groups At 1-Month RS (Sorted)

$PEJ — Leisure & Travel
$PPH — Large-Cap Pharmaceuticals
$ITB — Homebuilders
$XHB — Homebuilders (Equal Weight)
$XRT — Retail
$XTN — Trucking
$BETZ — Sports Betting
$KRE — Regional Banks
$KBE — Large-Cap Banking
$XHS — Healthcare Facilities & Services
$IYT — Transportation
$XAR — Aerospace & Defense (Equal Weight)
$ARGT — Argentinian Equities
$ITA — Aerospace & Defense
$PBE — Dynamic Biotechnology
$XPH — Pharmaceuticals (Equal Weight)
$SMH — Semiconductor Giants
$SOXX — Broad Semiconductors
$IHF — Health Care Providers
$JETS — Airlines
$DRAM — Memory
$CNBS — Cannabis
$IBUY — Global E-Commerce
$XHE — Health Care Equipment & Devices
$KIE — Insurance
$FFTY — IBD 50
$ARKG — ARK Genomics
$EWY — South Korea Equities
$QTUM — Quantum Computing & AI
$CIBR — Cybersecurity

[Serenity @aleabitoreddit]

CPO scale out earlier than expected:

> Foxconn: est. units register upward and optical switches shipped early to $NVDA

CPO scale up timelines from $LITE Mizuho Technology Conference today:

“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”

SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.

I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)

Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)

Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)

I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.

Appreciate the buying opportunity though.

[mrnobody @mrxxg]

@aleabitoreddit Nothing beats onsen with beer 😁

[mrnobody @mrxxg]

@diyas_1989 Hope all is well

[Gavin Baker @GavinSBaker]

Always enjoy my conversations with @patrick_oshag

Points if you can guess whose office this was filmed in.

Also looks like I might need to up my dose of Tirzepatide. 😂

[mrnobody @mrxxg]

@david88lee 真是无所不能

[mrnobody @mrxxg]

@david88lee 恭喜🎉 主要还是教育有方😉

[Shay Boloor @StockSavvyShay]

Oil bulls after hearing the U.S. and Iran agreed to a two-week ceasefire.

[mrnobody @mrxxg]

@banlufs 真难 🥲

[mrnobody @mrxxg]

@TaPlot God bless you!

[Charles Curran @charliebcurran]

Marco Rubio finding out he has to run Anthropic now too.

[mrnobody @mrxxg]

@david88lee 双倍幸福

[mrnobody @mrxxg]

@insane_analyst May i ask what's your major in university?

[mrnobody @mrxxg]

@iamai_eth congrats

[mrnobody @mrxxg]

@banlufs 党国还是爱你们的😂

[mrnobody @mrxxg]

@banlufs 说曹操曹操就到😆👍

[mrnobody @mrxxg]

@Corsica267 订阅了乌老师，感谢分享，祝好

[mrnobody @mrxxg]

@Corsica267 感恩一直以来的分享