Ham

3 time dodgeball champion 🏆 2 time Rock Paper Scissors 🪨📄✂️ runner up… Not Financial advice only retweets I find interesting

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, is preparing to fire Jensen Huang, its founder and CEO, after allegations of a second affair have surfaced, per WSJ.

The board is preparing to meet as soon as today to determine his future.

[Kalshi @Kalshi]

JUST IN: Trump declares conflict with Iran effectively over

[Shay Boloor @StockSavvyShay]

$ASTS has 12 more BlueBird satellites lined up for launch as its constellation buildout accelerates:

• BlueBirds 14–16 at Cape Canaveral awaiting $SPCX
• BlueBirds 17–19 shipping this month for Blue Origin in early 2027
• BlueBirds 20–25 shipping Dec–Jan for Q1 2027 launches
• ~45 satellites targeted in orbit by mid-2027
• 100+ covered by launch agreements through 2028
• Blacklift launches targeted for late 2028

You can see how the AST story becoming less about building satellites and more about how quickly they can turn them into commercial coverage and revenue.

[Ham @optionsham]

😂 $nvda

[Ham @optionsham]

😂

[Phởnomics 🇺🇸 @DHo1969]

$NVDA $1 in 1998 vs $NVDA $185 in 2026

[Ham @optionsham]

@kluvv_4 Cumtism on YouTube guy is funny

[Kalshi @Kalshi]

JUST IN: US and Iran are reportedly on the verge of an agreement to end the conflict

[NewsWire @NewsWire_US]

U.S. says they launched strikes on Qeshm Island, Iran. — WSJ

[unusual_whales @unusual_whales]

BREAKING: Breaking: Marvell $MRVL agrees to buy Lumentum $LITE in a $115 billion deal

It would be one of the biggest chip deals ever, as Marvell bets on optical components that connect AI data centers.

[Ham @optionsham]

@smartertrader It was a sloppy game lots of running and great defense by Bucs

[Ham @optionsham]

@elonmusk Legit first started to read this and I thought you were going to name it x”ed or x-ylenol or x quill 🤣

[Polymarket @Polymarket]

BREAKING: Iran announces talks are underway to reopen the Strait of Hormuz within 2 days, as its foreign minister calls a U.S. offer of dialogue a "positive step."

[Ham @optionsham]

@stevewilldoit @kingadukes Damn bro I tried to do my part who is Steve betting on tonight packers or panthers?

[Shay Boloor @StockSavvyShay]

$SNDK Q1 EARNINGS

• Revenue $11.0B vs Est. $10.6B
• EPS $49.51 vs Est. $46.22
• Operating Income $8.9B vs Est. $8.4B
• Data Center Revenue $4.8B (+61% QoQ)

Q2 Guidance
• Revenue $12.4B vs Est. $12.2B
• EPS $56.00 vs Est. $53.19

SanDisk announced an 8-for-1 stock split

[Ham @optionsham]

@MLFootball @EaglesBurna @howardeskin @JoshReynolds24 @JalenCarterDPOY @SSN_Alabama @TheRealCruzOx Explains why he’s hurt

[Shay Boloor @StockSavvyShay]

$SKHY ABSOLUTELY CRUSGED THEIR Q3 EARNINGS

• Revenue: $78.9B vs. Est. $74.8B
• Operating profit: $62.8B vs. Est. $58.5B
• Gross Margin: 86% vs. Est. 85%
• DRAM ASP: +28% QoQ
• NAND ASP: +25% QoQ
• Cash: $86.3B

Q4 Guidance
• DRAM shipments: +25% QoQ
• NAND shipments: +5% QoQ

FY27 Guidance
• DRAM demand: +25% YoY
• NAND demand: +18% YoY

Signed 5-year LTAs with 14 major customers securing over 50% of its 2027 and 2028 capacity.

[Beth Kindig @Beth_Kindig]

SK Hynix $SKHY has reportedly scrapped plans for a US IPO for its NAND flash subsidiary Solidigm, per the WSJ, with market conditions and broader share price trends factors in the decision.

$SNDK $MU

[Polymarket @Polymarket]

BREAKING: Russia-Ukraine ceasefire expands across the Kherson region following mediation by Melania Trump & Pope Leo XIV, in what Ukraine calls the “largest de-escalation since 2022.”

[Ham @optionsham]

👀

[Shay Boloor @StockSavvyShay]

$NBIS is absolutely flying right now 👀

[First Squawk @FirstSquawk]

IRAN SUPREME LEADER CALLS FOR MEETING CONDITIONS TO END WAR