thinkthoughttank

[thinkthoughttank @thinking__tiger]

The GPU server component market is broken currently. DRAM Solid state drives ,chassis etc. the underdog is the liquid cooling chassis which can sell for $50k. These GPUs run extremely hot. whoever has the solution to cool GPU servers is going to make a fortune next 2yrs

[*Walter Bloomberg @DeItaone]

MEMORY PRICES SOAR UP TO 90% IN Q1 2026: COUNTERPOINT

Memory prices have surged 80%-90% quarter-over-quarter in Q1 2026, driven by steep gains in server DRAM and rising NAND and HBM3e costs, according to Counterpoint Research.

Server-grade 64GB RDIMM prices jumped from $450 in Q4 2025 to over $900, potentially exceeding $1,000 next quarter. Rising component costs are forcing OEMs to adjust procurement or focus on premium products.

Smartphone makers are cutting DRAM content or switching to cost-effective SSDs, with demand shifting from LPDDR4 to LPDDR5. DRAM profitability is hitting record highs, with operating margins around 60%, setting a new benchmark for the market.

[thinkthoughttank @thinking__tiger]

@Sino_Market hongkong is biggest laggard behind the rest of the world indexes like kospi nasdaq 100 s&p500 nikkei etc which has broken record highs umpteen times. not a lot of good hi tech AI plays there . but it is what it is.

[thinkthoughttank @thinking__tiger]

@Sino_Market Kospi nasdaq s&p 500 all pushing new highs daily. Hongkong stocks on the other hand breaking new lows daily.

[thinkthoughttank @thinking__tiger]

@DeItaone There's no exit strategy for $MSTR. He should be thankful there's no VLCC or vaults needed to store these crypto vacuum baloney.

[thinkthoughttank @thinking__tiger]

@RealSkipBayless Switch camps skip. Wemby is the next Jordan who doesn't need to jump

[thinkthoughttank @thinking__tiger]

@Sino_Market State own enterprise should establish tie ups with vocational & tertiary institutions to offer entry level jobs for graduating cohorts. Redirect unemployed degree holders to vocational educations to get relevant vocational skills

[thinkthoughttank @thinking__tiger]

@thehill China - Taiwan is a mother & wayward son relationship. The mom ain't interested in taxes from the child but just wants him to acknowledge they are family. No force will be used but no nose poking outsiders also.

[thinkthoughttank @thinking__tiger]

@KobeissiLetter israel is just a troublemaker. Iran has lost its leaders,its income generating facilities, communications backbone etc... all it has now is its nation's pride.. give them some time. they won't like to show that they are in a hurry to concede to a deal...

[thinkthoughttank @thinking__tiger]

@Sino_Market pointless to pursue now if they sent some old low grade quasi pentium dinosaur GPUs to china several years ago.

[thinkthoughttank @thinking__tiger]

https://t.co/MDf5BO0496

[thinkthoughttank @thinking__tiger]

karrie international. Under the radar $NVDA AI server play i think will see big market cap expansion into the low billions . Starting with vera rubins high end servers will be sold with compute trays as the smallest units. They are nvidia's chosen vendor for this purpose

[thinkthoughttank @thinking__tiger]

@KobeissiLetter Dram is one of best places to be in. It's got astronomical pricing power and immense demand volume.

[thinkthoughttank @thinking__tiger]

@KobeissiLetter Trump needs to start a sovereign wealth fund.. If only some president had the foresight in 1990s. The fund is easily 10trillion now..

[thinkthoughttank @thinking__tiger]

@DeItaone With such a huge stake liquidating over 2 weeks will net them only $25k avg price with bitcoin at $76k currently.

[thinkthoughttank @thinking__tiger]

@WSJ Keep it simple stupid. When the rear camera fails or cracked which it will. You are as good as driving a UPS van.

[thinkthoughttank @thinking__tiger]

@CoachDiesel Trying to steer the discussion away from crooked referees & integrity... Nice😊

[thinkthoughttank @thinking__tiger]

@NBAPR Sports betting kills the sport.....

[thinkthoughttank @thinking__tiger]

@Mishbia15 2 words and every one gets it. Sports betting.....

[thinkthoughttank @thinking__tiger]

@Sino_Market Embarrassing for China really. Entire world equities at all time highs.. China barely catching up and they start trimming stakes.. The speculative activities were all in gold silver miners etc... Big cap chinese techs etc leaders all going nowhere. Small chicken guts.

[thinkthoughttank @thinking__tiger]

@Sino_Market Central government needs to reiterate unemployed youths to go for vocational education instead of a degree. Get a job and support yourselves then your dreams.

[thinkthoughttank @thinking__tiger]

@HaterReport Most Valuable Phlopper