CC (JS)

IT Professional, MBA | Opinions are my own | NFA | RT ≠ endorsement

[*Walter Bloomberg @DeItaone]

MEMORY SALES HIT RECORD $74.6B AS AI DEMAND SURGES

Global memory sales jumped 31.7% month-on-month to a record $74.6 billion, driven by strong AI demand.

NAND surged 40.7% to $25.8 billion, while DRAM reached $48 billion.

UBS expects sharp price increases and supply shortages through mid-2028. Micron, Samsung, SK Hynix, and SanDisk could benefit most.

Bernstein remains bullish near term but expects price growth to slow as consumer demand weakens.

[Micron Technology @MicronTech]

As vehicles become more intelligent and data-intensive, advanced memory and storage are more important than ever. We're proud to expand our work with @ford through a strategic customer agreement focused on long-term supply for next-generation vehicles. https://t.co/QblWMDcDzP

[BSCN @BSCNews]

Zero weekly activity for spot $DOT, $HBAR and $AVAX ETFs...

Spot ETFs for @Polkadot, @avax and @Hedera have seen zero dollars in flows this week.

All three of the product types are now on a multi-week streak of zero activity.

When will altcoin demand return to the ETF markets?!

[zerohedge @zerohedge]

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B

*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

[איתמר בן גביר @itamarbengvir]

על כל דמעה של אמא ישראלית, אלף אמהות לבנוניות צריכות לבכות. לבנון כולה צריכה לבעור!

עם כל הכבוד לאמריקאים, ישראל חייבת להבהיר לעולם כולו שדם בנינו וביטחון אזרחנו איננו הפקר. לבנון כולה צריכה לבעור. חובתנו העליונה היא להגן על אזרחי ישראל ועל חיילי צה״ל, והמחויבות הזו קודמת לכל שיקול אחר.

אמרתי לראש הממשלה, גם בישיבות בינינו: על כל דמעה של אמא ישראלית, אלף אימהות לבנוניות צריכות לבכות.

מספיק עם הפינג־פונג. במזרח התיכון לא מנצחים בתגובות מדודות ובהכלה - צריך להשתגע. למחוק. להכריע את הטרור.

[CC (JS) @vbnwout]

Labor shortage of robots maybe.

[unusual_whales @unusual_whales]

Jeff Bezos: Ai is going to create a labor shortage.

[MacroEdge @MacroEdgeRes]

N12: Iran denies the existence of an agreement; Israel says no such agreement or negotiation exists

#MacroEdge

[InfoGram @_InfoGram_]

🇺🇸Trump has stated 55 times that he defeated Iran.

🇺🇸Trump has stated 35 times that Iran is destroyed.

🇺🇸Trump has stated 38 times that a deal is imminent.

🇺🇸Trump has stated 25 times that the Strait of Hormuz is open.

Elect a clown, expect a circus.

[CC (JS) @vbnwout]

@Osint613 Fake.

[CC (JS) @vbnwout]

🤡

[*Walter Bloomberg @DeItaone]

IRAN'S FARS NEWS AGENCY SAYS IRANIAN SOURCES DENY TRUMP'S LATEST COMMENTS

[The Great Martis @great_martis]

Exit liquidity.

[BRICS News @BRICSinfo]

JUST IN: 🇮🇷 Iranian Deputy Foreign Minister says Iran will not sign any agreement that does not align with its interests, and will respond to any ceasefire violation.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: April PCE inflation, the Fed's preferred inflation measure, rises to 3.8%, the highest since May 2023.

Core PCE inflation rises to 3.3%, the highest since October 2023.

The Fed's top inflation metric is nearly double their target.

Inflation is back in full-swing.

[zerohedge @zerohedge]

Here we go

*OIL RISES TO SESSION HIGH AS KUWAIT REPORTS DRONES, MISSILES

[Douglas Macgregor @DougAMacgregor]

BREAKING: Trump threatens to BLOW UP Oman.

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 White House says US-Iran draft agreement published by Iranian state media is "complete fabrication."

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran directly rejects Trump's claim that Hormuz "will be opened" as part of a "largely negotiated" agreement he just posted on Truth Social, saying Trump's claim is "far from the truth" and that Hormuz "will remain under Iranian management" with Iran retaining exclusive permanent authority over route, timing, method, and permits, per Fars.

Iran also confirms the nuclear file has not been discussed and that American officials themselves have told Iran in multiple messages that "Trump's tweets are primarily for domestic American propaganda and media consumption" and "should be disregarded." The "largely negotiated" deal claim therefore has no basis.

[CC (JS) @vbnwout]

@0xPolygon @avax 😅

[BitMani @bit_mani]

Avalanche’s leading NFT marketplace and P2P Lending & Borrowing protocol Salvor’s FDV is $278k.

It’s been only 3 years (all bear market conditions) that Salvor launched and it distributed total of 65,000 $Avax to its $ART token & Salvor NFT stakers (100% of the revenue is distributed real time on chain transparently).

Now;

65000/3=21,667 $Avax/year

21,667 * 9.5 =$205,836 Average Annual Distributed Revenue

278/206=1.35

Salvor is valued at 1.35 times its ANNUAL revenue. This is a very conservative calculation since Salvor ‘s $Avax distribution significantly increased after the Lending Borrowing launch in Jan 2024. So probably Salvor is valued only at its one year annual revenue.

I know what to do.
NFA