SKKR

Long AI. Own the next market.
A stock-paired meme focused on AI memory.

[SKKR @skkrkorea]

Looking at the memory side of the AI stack again this week.
The bigger headlines stay on models and GPUs, but HBM and DRAM supply talks keep showing up in the same conversations.
Quiet names, louder demand.
#AI #Storage

[SKKR @skkrkorea]

A conversation about one AI name usually turns into three: the chip, the memory that feeds it, and whatever stock token or meme got paired with them overnight.
Where does your rabbit hole usually start?
#AI

[SKKR @skkrkorea]

Long or short?

[NVIDIA @nvidia]

NVIDIA Alpamayo 2 Edge is here, bringing adaptive AI reasoning in real-time to the vehicle. 🚘

From yielding to pedestrians to making room for an oncoming bus, watch how it plans driving paths and explains its decisions when needed.

Developers can build on this open model to create the next generation of autonomous vehicles, with AI they can adapt to their own fleets.

[Uniswap @Uniswap]

https://t.co/AQQhoHwsEp

[SKKR @skkrkorea]

Looking back at the past few days of earnings and headlines, the quieter memory and storage names kept appearing alongside the bigger model and chip stories.
Worth keeping an eye on both.

#AI #Storage

[SKKR @skkrkorea]

A conversation about one AI name often leads to another—chips, memory, stock tokens, or a memecoin that somehow got paired with one of them.
Where do you usually start?
#JensenHuang #ai

[SKKR @skkrkorea]

Same infrastructure questions.
If AI demand stays strong, the memory and storage suppliers still look like the part of the stack with clearer pricing power in the near term.
#AI #NVDA

[SKKR @skkrkorea]

Weekend reading idea: the companies that supply HBM and DRAM have been signing multi-year deals and talking about tighter supply into 2027–2028.
That's a different kind of AI story than model benchmarks.

[SKKR @skkrkorea]

Onchain stock tokens have grown fast, but liquidity is still fragmented across chains and issuers.

Different platforms are building slightly different versions of the same idea.

[Elysium @Enter_Elysium]

Hooks usher in a new era of finance on Elysium.

@Uniswap V4 will be ready for your wildest ideas.

🦄

[SKKR @skkrkorea]

A quiet week of earnings can still move the conversation.
Memory names, stock tokens and the occasional memecoin keep intersecting in the same chats.
Which of those three are you paying more attention to right now?

#AI #Storage

[Cook Protocol @cook_protocol]

Don't look! 🤟

[SKKR @skkrkorea]

The classic AI stock question still works: model company, chip designer, or the one selling the memory?
Lately the third option has been harder to ignore.

[SKKR @skkrkorea]

Putting more HBM into an AI chip package is one challenge. Connecting it all efficiently is another. That’s what makes these packaging roadmaps worth watching. 🧩

[NEWS @NEWS2082680]

Bigger AI chips, bigger opportunities for #Intel’s #EMIB supply chain. The chipmaker expects future 240 × 240 mm AI packages to pack over 32 HBM stacks and 70 EMIB bridges—more than triple the bridge count in today’s designs.💡More: https://t.co/YMlaWTVB7g 🔗

[SKKR @skkrkorea]

When a memecoin gets paired with a stock token, the usual research checklist starts to look a little different. Liquidity, narrative speed and onchain activity suddenly matter as much as the underlying business.
What's one pairing you've actually looked at?

#meme #ai #Stocks

[SKKR @skkrkorea]

Korea’s proposed crypto tax delay could give the market some breathing room. Clearer rules would make that time count. 🇰🇷

[BLOCKMEDIA(블록미디어) @with_blockmedia]

🇰🇷 BREAKING: South Korea moves to delay crypto gains tax until 2029.

The Ministry of Finance and Economy announced plans to postpone the implementation of crypto gains taxation by two years, from 2027 to 2029.

The government also plans to improve tax infrastructure while accelerating digital asset legislation.

Although parliamentary approval is still required, the proposal has gained momentum with backing from both the government and ruling-party lawmakers.

https://t.co/goAII0kHYZ

[SKKR @skkrkorea]

Micron, Samsung and SK Hynix are locking in longer-term HBM supply deals and expanding capacity. Shortages are still being discussed as something that could run well into the later part of the decade.
#ai #storage #meme

[SKKR @skkrkorea]

Tokenized stocks have been growing quickly.

A noticeable slice of onchain volume is now sitting in stock tokens paired with memecoins—company fundamentals on one side, pure internet energy on the other.
#ai #storage

[SKKR @skkrkorea]

Earnings from Apple, Palantir and AMD are still settling.
One theme that keeps coming back is how much of the #AI spend is quietly flowing into memory and storage, not just the models everyone is watching.

[SKKR @skkrkorea]

Apple and Palantir report after the close today, AMD tomorrow.
At the same time, stock tokens paired with memecoins are quietly becoming one of the more active corners of onchain trading.
Company research on one side, internet culture on the other.
#AI #Storage