ぽむじい

Data Scientist for marketing/ 総合広告代理店 / Google Certified Professional Machine Learning Engineer/

[ぽむじい @shawshank827]

$MU $SKHY
I'd rather own Micron than SK Hynix, and it's not close.
"Build memory in America, or pay a 100% tariff." — US Commerce Secretary, said at Micron's groundbreaking.
$200B in US fabs vs $3.9B of packaging that doesn't run until 2028.
Long MU. Sell SK.

[ぽむじい @shawshank827]

$MU $SKHY
SK Hynix missed revenue by 5.6%. SKHY ADR: all-time low, below its $149 IPO price.
Everyone's selling memory on China fear. But Samsung and SK run fabs in China. Micron doesn't — it's the one lobbying to keep CXMT out.
Wrong stock to sell.
Long MU. NFA.

[Masa 半導体プロセス視点×半導体株 @semicon_eng1]

ペンタゴンが少なくとも12カ所のAIデータセンター建設

→AIは軍需、国策です

[マネー・カオス・ジャパン @data_scientist3]

$MU
Kimi K3 shock: the winner is clearly MEMORY.
2.8T params = 1.4TB of weights that must sit in memory. Compute got cheap; memory didn't.
Jul 21 rebound:
🔥 MU +12% / SNDK +14% / SKHY +14%
😴 NVDA +2%
Jevons paradox again — but the rent moved from FLOPs to HBM.

[マネー・カオス・ジャパン @data_scientist3]

🔥【マネー・カオス・ジャパン 号外・日曜特別版】同じ会社の値段が太平洋の右と左で24%違う件、あるいは俺がSKHYじゃなくMUを握る5つの理由 [2026年07月19日（日）]｜マネー・カオス・ジャパン https://t.co/EY2tjcAhzP

[マネー・カオス・ジャパン @data_scientist3]

🔥【マネー・カオス・ジャパン 号外・火曜後場版】1年で50倍、1ヶ月で半値。日の丸メモリの遊園地を横目に、俺が地味なMUを握り続ける理由 [2026年07月21日（火）]｜マネー・カオス・ジャパン https://t.co/2QkSq4GDb6

[NIK @ns123abc]

🚨BREAKING: SpaceX just ordered about 1 MILLION new GB300 GPUs pushing Colossus compute towards 2GW

Foxconn named as manufacturing partner

>13,000+ racks = 936,000 GPUs
>$4M per rack = $52 billion order
>deliveries late 2026

SpaceXAI is playing to WIN.

[ぽむじい @shawshank827]

$MU $SKHY Same earnings boom, different price machinery.
MU: multi-yr fixed-price deals + $18B prepaid → next year's revenue is contractual → the cyclical discount lifts → P/E 7x→12.5x
SKHY: reprices annually, discount stays → earnings only. Plus the 24%→3% premium melt

[ぽむじい @shawshank827]

$MU $SKHY Memory stocks trade at single-digit P/Es because the market assumes peak earnings always vanish. Micron just broke that assumption: multi-year fixed-price contracts, $18B prepaid by customers. SK Hynix still reprices every year. This isn't an earnings story

[ぽむじい @shawshank827]

$NBIS
Translation: a major customer announcement is being staged.

Watch the power deals. They lead the story before the press release does.

[ぽむじい @shawshank827]

$NBIS just signed a 10-year, $2.6B / 328MW deal with Bloom Energy.

Meta's $27B + MSFT's $19.4B contracts don't justify 328MW alone. Power follows demand — not hope.

Nebius also raised FY26 capex guidance by $4.5B on the same day.

[永都ゴウ @EightGo_MM]

頭おかしすぎて一年くらいでクビになった中学の音楽教師（私はその人のことがすごく好きだった）が、「芸術家なら一度はマジックマッシュルームやっといたほうがいい」って言ってたせいで、作家として何か行き詰まるたびに、マジックマッシュルームという選択肢がちらつく

[Daniel Romero @HyperTechInvest]

H200 hit $6.40/hr, up 29% overnight, and is now above B200

The GPU shortage is getting worse

Massive win for neoclouds that have already purchased GPUs

Source: Ornn

[ぽむじい @shawshank827]

Not just another AI-themed stock — this is a geometric match to the hyperscaler-launch pattern.
But: $NBIS only has 1 post-inflection quarter. The real test is Q2 2026 (Aug).
Hyperscalers don't get born. They launch.
We may be watching one in real time.

[ぽむじい @shawshank827]

Hyperscalers aren't born. They launch.
The moment of launch = their first major consensus beat. After it: consecutive beats → exponential mcap growth.
Aligned 6 hyperscalers at t=0 (their inflection). The geometry is undeniable.
And $NBIS is standing there right now. 👇

[ぽむじい @shawshank827]

On May 13, 2026, $NBIS reported Q1:
✅ Revenue +684% YoY
✅ EPS surprise +70%
✅ Revenue surprise +6.4%
✅ $27B Meta deal + $2B NVDA stake
✅ Mcap at inflection: $46B
That $46B matches $PLTR's mcap at its own inflection ($55B).

[ぽむじい @shawshank827]

$IREN

[ぽむじい @shawshank827]

@881kaeritai $NBIS