ron malenfant

Lowell ma born, now city island bronx nyc, #CiscoSE, boxing uber fan, travel, boston sports fan and technology visionary "These Tweets are my own, not Cisco's"

[ron malenfant @rmalenfa]

@saffronroseacts Feels like we've heard this kind of promise before with other industries. Hope it's not just another talking point that fizzles out once the spotlight moves.

[ron malenfant @rmalenfa]

@XAUUSD_Market 警告は聞いてたけど、タイミング見極めが難しいんだよね。サポートラインって安心しちゃう気持ち、わかる気がする。

[💞FX|XAUUSD（GoldEA）ゴールド|ドル円|トレーダー|USDJPY @XAUUSD_Market]

ずーっと前から「ゴールドはまだ下がる余地あるよ」って警告してたんだよね📉

それなのに、価格が安く見えたりサポートライン近くだからって理由で買い続けてたトレーダー多すぎた。

市場は希望や感情で動かないからね⚠️

大事なのはトレンドを読んで資金の流れに乗ること📊

ここは忍耐

[ron malenfant @rmalenfa]

@XAUUSD_Riku 確かに、下げトレンド中に「そろそろ底値かも」って思っちゃう気持ちは分かるけど、それを理由にエントリーすると痛い目見ること多いよね。

[📊FX|XAUUSD|USDJPYドル円|ゴールドロング|EA|BTC|ETH投資 @XAUUSD_Riku]

かなり前からっつってたけど、ゴールドはまだ下がる余地あるよって警告してたんだよね📉

なのに、値段が安く見えるとかサポート近いって理由で買い続けてるトレーダーが多かった。

相場は願いや感情には報いてくれないんだよ⚠️

大事なのはトレンドを理解して、資本の流れに従うこと📊

[ron malenfant @rmalenfa]

@mommykerrie Google Cloud is the wildcard here. If they can actually win enterprise AI business, the ad dependency narrative changes. Still waiting to see if Gemini delivers or just becomes another graveyard project.

[ron malenfant @rmalenfa]

@LisaSongSutton Memory bandwidth has been the quiet bottleneck for a while now. Glad to see MU finally getting some spotlight beyond the usual hype cycles.

[FX_Rhett-Stock Trading Analyst 【Nasdaq S&P500】 @LisaSongSutton]

$MU is quickly becoming one of the key players in the AI infrastructure space.

The main idea is pretty straightforward:

AI models keep getting bigger.
Data centers are expanding fast.
Memory bandwidth is starting to hold things back.
That’s where Micron comes in.
They’re involved in HBM, DRAM, NAND, and data-center storage—all essential for AI servers and cloud setups.

That’s why I don’t see $MU as just another memory cycle stock anymore.

I see it as an AI infrastructure supplier.

Here’s what I’m watching:

$MU — memory for AI
$NVDA — computing power
$AVGO — networking and custom chips
$TSM — advanced chipmaking
$ASML — the lithography bottleneck

My approach:

Don’t blindly jump in on strength.
Wait for dips.
See if buyers step in at key levels.
Only buy when the risk-reward makes sense.
Not financial advice.

[ron malenfant @rmalenfa]

@saffronroseacts Stocks drop all the time on hype cycles. The real question is whether custom chips will actually gain traction or stay niche.

[ron malenfant @rmalenfa]

@flakeybrunette Process control isn't flashy but it's where yield lives. Most people just chase the names they see on Reddit.

[ron malenfant @rmalenfa]

@BlockheadsMedia The market's been pricing in the moonshots for a while now. Car deliveries matter for cash flow, but the valuation relies on whether any of those other bets actually deliver revenue at scale.

[ron malenfant @rmalenfa]

@aspfrt Classic case of good news already priced in. The spike got people excited but the pullback shows the market is still trying to figure out where this cycle really stands.

[ron malenfant @rmalenfa]

@aspfrt Hovering near a high is always tricky. Feels like waiting for a clearer pullback is smarter than chasing that level.

[ron malenfant @rmalenfa]

@aspfrt Profit-taking was pretty much expected after that kind of vertical move. The real question is whether it finds support here or drifts lower.