(33.3%)s◎us◎u🌿

Degods,BAYC

[🚀☀️🔋🚗🧠🚇 @Lootster]

Everpure $P is looking like the next gem 💎

[Coffee House Stocks @CoffeeStocksGuy]

4/ The Data/Storage Layer: $P (Pure Storage)

Nobody is talking about the massive Remaining Performance Obligations (RPO) jumping in this space. AI data centers are hitting severe rack space and power limits.

Every $1 spent on Nvidia GPUs requires $0.50 to $1.00 in high-performance storage and networking layers to stop chips from sitting idle. $P supplies the structural data layer keeping the entire physical AI pipeline feeding efficiently.

[Chris Ray @itschrisray]

I think $P earnings should be solid. Still a new position for me but they have a good track record. Only risk is that it’s hard for them to acquire raw flash right now like it is for everyone else to buy memory with these shortages.

Even still, they’ve been able to increase their prices without too much margin compression.

Also should get a nice update about how their software offerings and subscription side of the business is doing. This is the reason they rebranded after all - more than just a hardware company now.

[Jonesy @jonesrrrrrr]

$P

everyone’s watching GPU stocks while ignoring the thing GPUs literally cannot work without
storage

$P (Everpure, fka Pure Storage) just printed its first ever billion-dollar quarter. 20% YoY growth. beat on revenue and EPS. stock is sitting 25% off its 52-week high at $76 with earnings May 27.
here’s what nobody is talking about

Meta deal. not a hardware sale. a royalty licensing model at exabyte scale generating near 100% gross margins. they exceeded their full year hyperscale shipment target by Q3 and kept shipping into Q4. product margins hit 72% because of it.

and that’s just Meta. they’re in early stage validation with additional hyperscalers right now.

the actual thesis: every AI model in production is doing millions of retrieval operations per second. training, inference, RAG, all of it requires fast storage sitting right next to the GPUs.

Pure built the hardware, got NVIDIA certified across the full stack, and is now transitioning into a software royalty business at hyperscale. that’s not a storage company anymore. that’s infrastructure IP.

first wave was compute and HBM. everyone got that trade. second wave is data gravity. almost nobody owns it.
$1.8B subscription ARR growing 17% YoY. $2.9B remaining performance obligations up 24%. this thing has a locked in revenue base that most people aren’t even looking at.

[(33.3%)s◎us◎u🌿 @sousougate01]

@elonmusk @AnthropicAI @SpaceX Pure Storage (Everpure) custom flash (DFM) saves so much power it practically gifts you extra megawatts for more GPUs. Hit them up for xAI/Tesla clusters.
$PSTG $P

[Chris Ray @itschrisray]

I just started a new position today.

Haven’t seen anyone giving this one much attention besides a random tweet that put it on my radar the other day.

Company is $P (Everpure).

I see this business being a HUGE beneficiary of the AI infrastructure buildout, and specifically memory optimization.

Everpure recently rebranded from Pure Storage which was founded in 2009 by John “Coz” Colgrove.

The game they play is memory efficiency, making standard memory drives used in data centers store up to 5x more data while using 50-80% less power. 🤯

A few things about the company:

• Unlike rivals who buy off-the-shelf SSDs, Everpure builds proprietary DirectFlash Modules (DFMs). By removing the "middleman" controller found in standard drives, their software speaks directly to raw memory, drastically reducing latency and increasing lifespan.

• Their Purity OS leads the industry in deduplication and compression. They can make 1TB of physical flash act like 5TB of usable space, allowing customers to expand capacity without buying new chips.

• Everpure provides higher throughput in a smaller physical footprint. This prevents "GPU Starvation," ensuring that expensive $NVDA chips are always fed data at maximum speed.

• Their "Evergreen" model is a unique subscription-based approach that allows customers to upgrade hardware components (controllers/flash) while the system is running. This ensures zero downtime for customers.

• They offer Software Defined Storage which allows them to license their "intelligence" (Purity OS) to run on any hyperscaler's custom-built hardware. This high-margin licensing model scales faster than physical hardware sales. $META has already signed on as a huge customer for this. 👀

• They don't own massive factories or data centers (CapEx light). Instead, they focus more on R&D that improves their products.

• Their systems use 50% to 80% less power than legacy storage. In an era where power grids are at capacity, this efficiency allows any GPU-as-a-Service provider to add more chips without needing to find more energy for storage.

• The company maintains a pristine balance sheet with zero debt and over $1.5 billion in cash.

• Their storage solutions are extremely reliable (99.999%) and they carry a Net Promoter Score (NPS) consistently above 80. Their customer loyalty is nearly five times higher than the industry average, creating a high-trust environment for mission-critical AI training.

In a world where memory AND energy are the bottleneck, memory storage optimization will become critical.

I’m honestly surprised this stock hasn’t pumped even more with recent gains we’ve seen in companies like $MU and $SNDK.

The only real bear case I could find for this stock is that a chunk of their business requires them to buy memory drives themselves which are currently experiencing price spikes.

This would normally eat into Everpure’s margins, but they’ve been increasing their own prices to compensate. Fortunately, this hasn’t seemed to affect customer demand.

Very bullish on this name now that I’ve come across it.

I sold 100 shares of $RKLB and rotated most of the money into this new position.

Still only 1.5% of my portfolio for now.

Please do your own research on this name and don’t consider this post financial advice!

[(33.3%)s◎us◎u🌿 @sousougate01]

The saga of turning $6,500 into $650,000 or even $1.3 million has only just begun.
​Micron and SanDisk aren't the only ones in the game.
​The real play is Everpure (Pure Storage) $P. Get in before the breakout!🚀
$PSTG $P $SNDK $MU

[(33.3%)s◎us◎u🌿 @sousougate01]

AI data centers are hitting a wall with power and memory bottlenecks. The fix is Pure Storage (now Everpure) $PSTG (now $P). Hyperscalers are finally waking up to this!🚀🚀🚀🚀🌕️

[(33.3%)s◎us◎u🌿 @sousougate01]

While everyone's chasing WD and Micron, they’re missing this: Pure Storage, which has rebranded to Everpure ($PSTG). It’s not too late—get in now!

[Frank @frankdegods]

Let's just short squeeze TRUMP?

People pile on shorts leading up to the inauguration speeches and then we all bid it to the moon together right when it starts.

[Donald J. Trump @realDonaldTrump]

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW. Go to https://t.co/GX3ZxT5xyq — Have Fun!

[新やく（ファンダの鬼🔥） @shinnjinnkun]

2432 DeNA（ディーエヌエー）

ポケポケが世界の各地域でトレンド1位を獲得とのこと

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[ポケポケ【公式】（Pokémon Trading Card Game Pocket） @PokemonTCGP_JP]

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#ポケポケ

[ポケポケ【公式】（Pokémon Trading Card Game Pocket） @PokemonTCGP_JP]

#ポケポケ の事前登録者数が全世界累計600万人を突破しました😊
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[ポケポケ【公式】（Pokémon Trading Card Game Pocket） @PokemonTCGP_JP]

【お知らせ：事前登録開始📣】
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#ポケポケ

[Slothana @SlothanaCoin]

$SLOTH faithful, we’re live on @HTX_Global! Shout it from the tree tops! Remember, Sloths move slow but Lambos go fast! https://t.co/zzE19IJf4e

#cryptocurrency #HTXGlobal #memecoins #CommunityFirst

[Supermicro @Supermicro]

🎉We are thrilled to share #Supermicro has been honored with the ACG Silicon Valley Award!
Olivier Suinat, Senior Vice President, Global Business Development, was on hand to accept the award. Thank you to the dedication and hard work of our team that have made this possible!

[Slothana @SlothanaCoin]

$SLOTH Faithful! Word on the branch is that the smoke from our forest fires has caught the attention of some big exchanges. This we can neither confirm nor deny, but it’s probably, maybe, definitely true. Stay faithful slovenly followers, for soon, Lambos will be ours. 🚗🦥💸

Announcement coming Friday 12pm UTC!

#Slothana #Memecoins #CommunityFirst

[Slothana @SlothanaCoin]

🚀🦥 It's LAMBO TIME for the $SLOTH community! Let's take a look back at the past 7 days as $SLOTH presale buyers make 300% gains. 📈

💥 100m $SLOTH Tokens Burnt, totaling 5% of supply and $3m
🔒 Liquidity locked with Streamflow Finance
🔄 Organic listings on multiple exchanges
🚀 Multiple ATHs

Today we hit another $SLOTH target of $0.04. You all know what this means...another $1m $SLOTH Burn to bring the total to $4m burnt! 🔥

The $SLOTH community holds firm against those who fud. Those early sellers who got rekt and now look to spread panic. Loyal $SLOTH holders cannot be swayed! 💪

$SLOTH still is not done. The Slothana community is deserving of more and more they shall get! 🌟 #Slothana #Memecoins #CommunityFirst

Here's the $1m Burn! Get sharing 🔥
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Next Stop $0.05! 🚀🔥

[Supermicro @Supermicro]

✨ NEW: Announcing the launch of three NVIDIA-based generative AI SuperClusters: A 4U liquid-cooled system, an 8U air-cooled system, and a 1U air-cooled NVIDIA MGX system—purpose-built for LLM performance and cloud-scale inference.

Read more: https://t.co/pc3uYKyiwo