PharmaBro

[Antfeed @antfeedapp]

BREAKING: HBM prices set for sharp 2027 rise as three major memory makers target higher HBM4 contract pricing — TrendForce

TrendForce says conventional DRAM prices have already surged on tight supply, while HBM contract prices have lagged because they are negotiated annually.

With 2027 HBM4 talks expected in 2Q26, the next leg of the memory rally may come from HBM pricing catching up to DRAM tightness.

#HBM #HBM4 #DRAM #MemoryChips #AIChips #Samsung #SamsungElectronics #SKHynix #Micron #NVIDIA #TSMC #KoreaSemis #Semiconductors #Kospi #Kosdaq $KORU $DRAM $EWY

[First Squawk @FirstSquawk]

Nvidia CEO: We expect to return 50% or more of this year’s free cash flow to shareholders.

[rubicon59 @rubicon59]

I don't take analysts too seriously, but FWIW, GS on $MU:

"The market will start to put a more "normal" multiplle on the stock, and MU will continue to re-rate hgher."
Upped EPS estimates to peak @ $167 in FY'28, but nobody really knows...

[Sam Parikh @smartertrader]

msft under 430 is 409 what a complete shit show from the company... now you know why its garbage

[Anthony Noto @anthonynoto]

SoFi Coach is here! 🔥🚀 We built it because everyone deserves better tools to get their money right. Can’t wait to hear what you think!

[Sam Parikh @smartertrader]

after you take a piss do you shake it?.. mkt shaking a bit... now you do know this is normal ...

[Sam Parikh @smartertrader]

Nbis up.

Crwv holding.

Orcl if/when 252 and oh my.

[Sam Parikh @smartertrader]

99% of people on twitter have ever seen what’s coming.

Burn your books.

If you look at shorts you fail.

RSI, VIX, overbought. Oversold up too much. Are meaningless.

Do you comprehend what’s about to happen.

[Sam Parikh @smartertrader]

2 months ago I told you a insane life changing opportunity was coming. What a 8 week 10m run.

100s and 100s of non stop success message. Just wow. Lives changed

So many greatful people. They fly in every week just to say thanks.

Stunning.

[Alex Bruesewitz 🇺🇸 @alexbruesewitz]

We are aware of multiple foreign influencer campaigns and are actively tracking both the intermediary companies receiving these funds as pass-throughs and the influencers who are failing to disclose their compensation.

We need far stricter disclosure laws for foreign influencer marketing ops.

[Sam Parikh @smartertrader]

so lets see .@HalftimeReport

you say dont buy mu at 400 500 600 700 800 900 you are wrong every month fro 9 month

every fund thing your dumb as shit

pretty sure throwing a dart better thne you..

wtf is wrong with you

then they com eon and say ive been wrong fro 9 mths

[Sam Parikh @smartertrader]

facinating to me that cnbc owners dont step in

non stop stupid shouldnt be allowed

really

implies the producers are all wacking off in the restroom adn not even listening

NO ONE i nean NO one would all the level of this nonsense

[Sam Parikh @smartertrader]

sndk at conf tomorrow

short about to get re-fucked,,,

[Sam Parikh @smartertrader]

meta up 30 pts since everyone on .@HalftimeReport said dont buy

but they told you to by zs.... wtf cant make this shit up

need to send em all to jurassic park to shovel shit

[Beth Kindig @Beth_Kindig]

UBS is modeling Google’s TPU shipments to be 4.13 million units this year, before more than doubling to 9.87 million units by 2027.

$GOOG $AVGO $NVDA $AMD

[Sam Parikh @smartertrader]

If mu doesn’t pop 972 would be because of mth end. I’ll load huge of that happens because means up 80 on Monday happens

[Sam Parikh @smartertrader]

: these guys say mu up alot you do understand quantum will need 50x the memory... 50x

not 2x

its not a bubble its a life changing play

[PharmaBro @pharmabroo]

@KrisPatel99 most of these are unrelated to AI and I saw at least one of those that was a secondary...

[Sam Parikh @smartertrader]

MU 900 tst comes if close ay 906 + 972 happend

tomorrow @HalftimeReport they will discuss how they missed it again becasue they scared as fuck..

kind of like in the replacement..

what you scared of... "spyders"

[Sam Parikh @smartertrader]

sndk any pop over 1669 is mu 821 like can be 1800 in a hr if break 1669