12k to 600k+ Trading is my life. Ex GS. Sharing trades and thoughts. DMs open. Hyperliquid. Results verifiable: 0x6807f127eaF85E3D0B9DBc7971bbed2afd041f8D
I called the major day chips and memory ran last week but the bigger call was to let them cool the next day. I didn’t know about Citadel and Leopold at that time. It just makes sense that things move towards max pain. I expect earnings to be great but I’m cautious here. Going to be patient and be on the hunt for
Information and deals. My only play is to short $SPCX above 118
Anybody notice hyperliquid doesn't have any VOL product traded? There's a halted xyz:VOL but nothing similar to Deribit’s DVOL index or CME Bitcoin Volatility Futures
1/ @Uniswap is quietly becoming the turnaround story of this cycle among the OG 2021 tokens.
The business has been surprisingly constant through bull and bear markets, and they keep shipping better AMMs.
Fee switch is live on V4. Tokenized stocks are arriving. A lot to like here.
@AltcoinSherpa It’s possible but takes a particular type of person. It won’t be a meritocracy though.. Celebrities are always entertainers. Trading a 9 sharpe but being too weird and autistic to go on camera wont make you famous..
big news
the solana deflation & burning proposals will go to an early vote starting tomorrow
if they get at least 15% of stake to signal support, they'll go to a final vote after that
if you're a node or holder that want these on Solana, show support fast
no time to waste
HBM demand is set to explode by 2027.
Nvidia still leads HBM consumption at 36%, but Google is right behind at 35%. AMD takes 16%, AWS 5%, with Microsoft, Meta, and others making up the rest.
$NVDA $GOOG $AMZN $AMD
Total HBM demand is projected to surge past 6 million kGB. The growth from 2023 through 2027 shows Nvidia remaining the largest single consumer, yet Google’s share is rising fast with massive TPU deployments.
$MU $SKHY
Memory makers with advanced HBM capacity, such as SK Hynix, Samsung, and Micron, sit in a powerful position as supply stays extremely tight.
The AI race is increasingly a memory race.
How do you see the HBM supply-demand balance evolving as Google and other hyperscalers ramp their custom AI silicon?
#Semiconductors #HBM