Quicksuite

Tracking AI, semiconductors & market-moving tech.

Focused on asymmetric opportunities, macro trends and the future of infrastructure.

🇩🇪🚀

[Quicksuite @Quick_Suite]

@_HalalTrader_ 250$ TO GO!

[Quicksuite @Quick_Suite]

@itsjcmerlo Like your translation skills ❤️‍🩹😄

[Quicksuite @Quick_Suite]

Spread some love ❤️‍🩹 $MU

[Quicksuite @Quick_Suite]

@otigart 100% agree!

[Quicksuite @Quick_Suite]

@YodaStockInvest $MU

[Quicksuite @Quick_Suite]

$TSLA 🫂 $MU

[Quicksuite @Quick_Suite]

ALPHABET SEES FY CAPEX $195B TO $205B, SAW $180B TO $190B 🔥

[Quicksuite @Quick_Suite]

$GOOGL raising capex. Again.

Alphabet is putting even more money into AI infrastructure — and management already flagged 2027 will be bigger still. This isn’t a one-time bump. It’s a compounding spending cycle with no ceiling in sight.

Demand is outrunning what they can even build.

Every dollar of that increase flows straight into the semiconductor supply chain: compute, memory, networking, packaging.

$MU — HBM is the bottleneck of this entire cycle. Tighter supply, more pricing power, every single quarter.

Shorts are betting on “AI capex fatigue.” Hyperscalers keep doing the opposite — spend more, beat, spend even more. That’s not fatigue. That’s acceleration.

When the leader in this space raises capex again, semis don’t shrug it off — they reprice. The flywheel doesn’t care about your bear thesis.

[Quicksuite @Quick_Suite]

@DiligentPlane YES

[Quicksuite @Quick_Suite]

@NotA_Bull Capex will be slightly increased ❤️‍🩹

[Quicksuite @Quick_Suite]

@DiegoSmithz88u @jimcramer @tim_cook @WarrenBuffett @MrBeast True story being true!

[Quicksuite @Quick_Suite]

Prediction: $GOOG ’s capex increase will send $MU up $1000 in after-hours trading today!

[Quicksuite @Quick_Suite]

What have I said? $MU 🚨

[Quicksuite @Quick_Suite]

Double-digit memory week incoming despite hyperscaler earnings kick-off. Sharp drops can bounce back just as sharply! $MU $SNDK $SKHY

[Quicksuite @Quick_Suite]

@_HalalTrader_ What’s your PT until mid of August?

[Quicksuite @Quick_Suite]

@ulfposh

[Quicksuite @Quick_Suite]

@WheelieInvestor Most bearish I have ever heard 😮‍💨😂

[Quicksuite @Quick_Suite]

@fuelkek Buy more $MU

[Quicksuite @Quick_Suite]

Double-digit memory week incoming despite hyperscaler earnings kick-off. Sharp drops can bounce back just as sharply! $MU $SNDK $SKHY

[Quicksuite @Quick_Suite]

@fabinulleins 100% Zustimmung! Vor den Earnings im September wird es ein neues ATH geben.

[Quicksuite @Quick_Suite]

@Mapago9 $MU