Ill-Tempered Sea Bass

IT Sales Forecaster, Futurist, Named New York Times Country's Most OKest Investor, Owner of World's 2nd Largest Collection of Somewhat Useless Data

[Ill-Tempered Sea Bass @sea_ill]

@Brikka_trading @Mariusz_Invest This is a terrible correlation. All the internet bubble needed for infrastructure was fiber optic cabling. Then it was pretty much done. Chips are fundamentally different than cable. Cables don't become 10x more powerful YOY and continue unlocking new use cases.

[Ill-Tempered Sea Bass @sea_ill]

@gwfarris1 @Ashton_1nvests Yes the market is bidding up 300% gainers and "profit taking" $AMZN currently up .9% YTD.

Guess again.

[James Tate @JamesTate121]

Step 1: Remove filters in Reflecting Pool because Obama put them in.
Step 2: Give your criminal neighbor who runs "Greenwater Services" a $20 million no-bid contract to paint the pool.
Step 3: Fill the pool with water from the Potomac River, the phosphates from which cause algae blooms.
Step 4: Freshly sealed pool and extreme heat result in a super scum event
Step 5: Direct National Park Service to dump hydrogen peroxide into the pool which causes the paint to peel.
Step 5: Deploy US National Guard to stop people from taking photos of the swamp as a perfect metaphor for the administration.
Step 6: Blame someone else.

[Trade Whisperer @TradexWhisperer]

$MU $SNDK I respect Charlie Bilello, but comparing $MU today to the dot com era is lazy analysis. Here's the breakdown why

Industry Structure
2000: 20+ $DRAM players in a commodity knife fight
2026: 3 player oligopoly with pricing power and long term agreements

Product Mix
2000: Commodity DRAM for PCs
2026: HBM, SOCAMM, NAND, DRAM across a diversified portfolio

End Market
2000: PC dependent
2026: AI Data Center, Automotive, Graphics, Physical AI

Business Model
2000: Spot pricing, zero visibility,
2026: Up to 5-year Long term contracts with hyperscalers, structural demand floor

[Ill-Tempered Sea Bass @sea_ill]

@Collingbourne @TrumpDailyPosts @nextnews Spoken like a brainwashed idiot. If you can objectively look at what happened and the points of that memorandum where almost all of it favors Iran, and call that winning you really need to get that orange twig out of your mouth and pop that algo bubble you're trapped in.

[Ill-Tempered Sea Bass @sea_ill]

@Elizabeth_t45 @TrumpDailyPosts @nextnews Yeah giving Iran 300 billion while taxpayers are out over 100 billion in the US, all in exchange for higher gas prices and a "promise" from a murderous, lying regime, that they won't enrich that same uranium Trump lied about destroying last year to weapons grade. What a "win"!

[Ill-Tempered Sea Bass @sea_ill]

@QualCompounders @Iamdonewithtgis @VJNCapital And why not? The pace of technology is accelerating rapidly. When the next generation releases a year later and it's 10x more efficient, 5x more powerful, etc. the demand will remain extremely robust. And this is not easy to produce, limiting competition.

[Ill-Tempered Sea Bass @sea_ill]

@howardbstein @unusual_whales Welcome back to reality.

[Ill-Tempered Sea Bass @sea_ill]

@pugzoo1 @Ashton_1nvests Hold them both because both are currently undervalued by a lot. Prime Day is coming, MU earnings are on tap... memory is a massive bottleneck, but cloud capacity is too - AWS is printing cash.

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

I truly hope that the totally unnecessary Iran war, that is not a war, is truly over and peace is achieved.

It’s been incredible that we beat Iran dozens of times and nearly made peace almost 40 times.

It’s only cost upwards of $50 billion, probably more, part of which was spent bombing a children’s school.

And now hundreds of billions more will be spent to build more weapons to replace all the weapons and ammunition we used in the Iran war that is not a war.

Americans should be grateful to have spent so much of their own money on high gas prices and inflation caused by the war that is not a war that we won dozens of times and almost have had a peace deal for the 40th time.

The noble purpose of this war that is not a war was to free the Iranian people, who have not been freed, from a regime that needed changed and still remains in place.

And most importantly of all things is Iran cannot have a nuclear weapon so that is why we will most likely not be removing the enriched uranium from the facilities buried deep underground that we bombed before and Iran rebuilt because they we bombed them again and it’s too hard to reach even though we are the best and the only ones who could do it.

And the world should be thankful that because this peace deal is almost done for the 40th time, the Strait of Hormuz will now be re-opened just as it was before the war that is not a war.

Most importantly, there will be a $300 billion dollar Iran rebuilding fund that certain super duper special people can donate to and most likely be awarded contracts so they can become even richer and more elite than they already are all to make Iran great again after we bombed them in the war that is not a war.

All of this would never be possible without the Peace President, whom established the Board of Peace and appointed himself the head of the board without term limits, right before he waged the Iran war that is not a war.

Now that he is on the verge of securing peace for the 40th time after defeating Iran dozens of times, he must be awarded the Nobel Peace Prize!

And of course special mention must be made for our greatest ally who never wants peace, continues bombing killing children daily, and is furious that there is now almost a peace deal.

Thankfully their fury at Trump’s audacity to almost make peace is being made known to the American people by their highly funded and most loyal foreign agents, I mean supporters, social media personalities, and Fox News hosts.

And even though they now vigorously criticize the President and disagree with him, they are not called traitors because you only get called a traitor if you go against him on the Epstein files because they are all totally ok with rapists and pedophiles.

But alas, our good friend and greatest ally, should not be too upset, as they are soon to be rewarded with a gift far greater than the nuclear material they stole from our country years ago.

Our very own elected leaders in Congress are going to fuse our own military intelligence and tech with theirs and throw in lots of other goodies that the American people will never be able to undo and do not support in the first place.

This will surely enable our greatest ally to be even more lethal than it already is as it kills countless innocent children and innocent people, imprisons them and rapes and tortures its prisoners, all with a free pass because AIPAC donations steadily flow and Genesis says that you will be cursed if you don’t go along with everything they do even though Genesis wasn’t really talking about our greatest ally.

In conclusion, congratulations to all for almost achieving peace to the war that is not a war, spending hundreds of billions of U.S. tax dollars again for another foreign war, special mention goes to the real insiders who have gamed the market with massive profits from inside information and shout out to friends and family landing highly coveted Gov contracts.

This is what winning looks like you losers!

[Ill-Tempered Sea Bass @sea_ill]

@HammerstoneMar3 Its more of a trading vehicle. I made money longing it on the way up and shorting it back down. And obviously the minute you can have the real thing you no longer need the proxy. The whole point is to be able to get exposure to "PRE"-IPO stocks. But I wouldn't short here.

[CK Capital @CKCapitalxx]

NVIDIA CEO Jensen Huang just said the memory shortage is going to last for years.

He said it directly while meeting with SK Group’s chairman in Seoul. His words.

Everything across the supply chain, from wafers to silicon photonics to cable connectors, is in short supply, and demand is enormous.

When the most important man in AI tells you a shortage lasts for years, you listen. And I still think the cleanest way to play it is the $DRAM ETF.

And the thesis is super simple.

This is not a normal memory cycle. For decades memory was a boom and bust commodity. This time it is structural. AI servers need 8 to 10 times the DRAM of a traditional server.

Memory makers are pulling capacity away from regular DRAM to build high bandwidth memory for AI accelerators, which only tightens the supply of everything else. Industry fulfillment rates for server DRAM are reportedly below 50%.

And new fab capacity does not come online until 2027 at the earliest. A new fab takes 18 to 24 months and tens of billions of dollars to build. The shortage is locked in.

Now here is the part most retail investors miss.

The two biggest winners of this entire shortage are SK Hynix and Samsung. SK Hynix alone supplies an estimated 50 to 70% of NVIDIA’s HBM4.

They are the kings of this cycle. But both trade on the Korean exchange, which makes them difficult for most US retail investors to actually buy.

That is exactly why the $DRAM ETF is so useful. It is one of the only clean ways to get real exposure to SK Hynix and Samsung alongside Micron and the rest of the memory supply chain in a single US listed ticker.

You own the entire structural shortage in one position. The HBM leaders, the DRAM makers, the equipment names. All of it.

Jensen says years. The supply math says years. New capacity does not arrive until 2027.

The $DRAM ETF is how I want to own the whole thing.

[Ill-Tempered Sea Bass @sea_ill]

@TruthTaz @KobeissiLetter LMAO good luck with that. Trump pumps stocks constantly while actively trading the same stocks, which is much worse than what Jensen is doing. And Trump knows he needs Jensen right where he is, spearheading the country's dominant position in AI.

[Ill-Tempered Sea Bass @sea_ill]

@shawnwenzel @michaeljburry Take a magnifying glass to that $1 billion you view as shaddy and ignore the Vera Rubin CPU's set to bring in over 10 billion additional revenue per quarter!🤣

Nvidia has ramped from a GPU company into a full-stack AI solution provider. $300+ stock by end of 2026. Happy shorting

[Ill-Tempered Sea Bass @sea_ill]

@Alex70848763197 @NotA_Bull $NVDA conservatively trading at a forward PE of 20 with high double digit rev / earnings growth. And you don't want to own it. Let me guess, you prefer Wal-Mart at a flat 40 PE because it's "safe."

[Ill-Tempered Sea Bass @sea_ill]

@JFangold22776 My portfolio dropped by about 5% yesterday, down from a peak of over 50% YTD, because I am a knower, not a believer. I've taken some profits recently, but will DCA back in before your targets, because there's more risk in completely missing the next leg up than being too early.

[Ill-Tempered Sea Bass @sea_ill]

@nodelookup @EricBalchunas Only thing moving faster is their earnings growth.

[Ill-Tempered Sea Bass @sea_ill]

@EmmanuelInvest You forgot $FIX under cooling. And the returns and earnings growth has been top tier.

[Ill-Tempered Sea Bass @sea_ill]

@AllenTim8 @InTheAssembly Hilarious that you refer to $MU and $SNDK shareholders as bagholders. Most holding these names are up massively. My only concern is the taxes I'll have to pay on some of the profits.