Evol 1

[JUST KAWS @JUST_KAWS]

ALL $DRAM AND $MU INVESTORS RIGHT NOW

[Evol 1 @wadecance]

@Mr_Perfect1117 Eat healthy food and work out. It’s actually not hard

[Evol 1 @wadecance]

@obviousluck88 @LeverageShares They all have a 2-3x in them the next 18 months

[RJC @RJCcapital]

this is my Mag7

[Evol 1 @wadecance]

@SotaChronicles so plsx is one pile of shit in your hand while pulsechain is 2 piles of shit

[Evol 1 @wadecance]

@b_co_co false there is a statue that he can use to withdraw penalty free until he is 59 1/2

[Tom @TomSzczypka]

$SNDK SanDisk Corporation

Napkin math:
• FY2026 revenue: ~$20B
• FY2028 revenue: $72.5B (3.6x)
• Market cap today: ~$307B
• FY2028 target: ~$725B
• Upside: 2.4x from here
• Gross margin one year ago: 30%. Today: 78%.

1/ SanDisk is the pure-play NAND company spun from Western Digital in Feb 2025. The market still prices it as a storage company riding a cycle. It's becoming the structural beneficiary of the most important shift in AI memory architecture.

2/ The shift: NAND is no longer just storage. It's becoming an active AI memory tier.

AI inference generates a KV cache, the running record of every token the model has processed. Long-context inference can reach tens of GB per request. That cache has to live somewhere, and HBM is too expensive.

-=-=-=-=-=-
NVIDIA, AMD, and Apple all independently built architectures that offload AI workloads from DRAM to flash. This is a partial solution to the memory problem!
-=-=-=-=-=-

3/ The three validations:

• NVIDIA CMX: datacenter KV cache stored in flash
• AMD MEXT acquisition: software that makes flash behave like DRAM
• Apple AFM: inactive MoE experts stored in NAND, loaded to DRAM on demand

When three companies who compete on everything agree on the same architectural direction
it's an industry-wide standard forming.

4/ Management disclosed at Q2 FY2026: KV cache demand represents 75-100 additional exabytes in 2027.
Doubling in 2028.
NOT YET in current demand forecasts!

5/ The financial proof:

• Q3 FY2026: $5.95B revenue, +251% YoY
• Gross margin: 30% to 78% in 1year
• EPS estimates revised $81 to $110 to $175 to $218 in 90 days
• Enterprise SSD: 25% of revenue, grown 7x YoY
• $42B in 5 year LTA deals locked

6/ Why the NAND shortage is structural, not cyclical:

HBM consumes 3x the wafer capacity of standard DRAM. As memory makers shift fabs to HBM, everything else gets squeezed. DDR4 is now more expensive than DDR5. An older part costing more than a newer one can only happen when supply is being physically pulled out of a segment.

New fabs don't arrive until 2027-2028. Even those go to HBM first. The three memory makers have signaled they will not expand aggressively. Shortage projected past 2028.

7/ Two product engines driving the ramp:

• TLC performance NAND for KV Cache: already shipping at scale, the primary enterprise SSD growth driver
• Stargate QLC storage-density: first meaningful revenue Q4 FY2026 (this quarter). Hyperscaler cold-to-warm storage substitution from HDD to QLC SSD

One engine is fully ramped. The second is just starting.

8/ The Kioxia advantage:

SanDisk controls a JV with Kioxia extended to 2034, sharing fab capacity but controlling its own output allocation and pricing. This means SanDisk doesn't need to build fabs from scratch. Manufacturing supply is locked for 8+ years while competitors wait for new capacity.

9/ The supply chain:

AI Inference Server
→ HBM ($SKH $MU $SMSN) too expensive for KV cache
→ NAND fills the gap → $SNDK (pure-play) + $MU (diversified)
→ Kioxia JV (locked to 2034)
→ BiCS8/BiCS10 (332-layer, ahead of schedule)

$SNDK is the only US-listed pure-play on this structural shift.

10/ Risks:

• NAND has more suppliers than HBM (Samsung, SKH, Micron, Kioxia, YMTC) so the oligopoly is weaker
• Consumer/mobile is still >50% of revenue, although Apple AFM is making consumer NAND AI-relevant
• YMTC could compete for the AI inference NAND tier in 3-5 years (however it needs to meet local demand first)

[Eric Daugherty @EricLDaugh]

🚨 WOW! People needed an *ID* to get into Barack Hussein Obama's trash can library today, and the black contractors say Hussein STIFFED THEM — didn't even pay yet

Aren't IDs racist?!

WATTERS: "Barry built a billion-dollar vanity project, booked celebrities to serenade them, and didn't pay the black construction workers."

"This isn't Donald Trump. This is Barack Hussein Obama who did that."

"Everything they've been yelling at Trump for, narcissism, hideous, egotistical architecture, being over budget. Barry's been doing it the whole time in Chicago. Trump's building big, beautiful things!" 🔥

[Evol 1 @wadecance]

this is what cnn is concerned about

what an F'n joke

[Benny Johnson @bennyjohnson]

Let me get this straight.

CNN has spent more energy investigating algae in the DC Reflecting Pool than they spent on:

- Billions in Minnesota Medicaid fraud
- California's third-world election counts
- Crimes by illegal aliens
- The COVID cover-up
- Federal investigations into Democrat officials

Pond scum gets the full investigative treatment.

Massive fraud against the American taxpayer? Crickets.

This is EXACTLY why nobody trusts the retards in legacy media anymore.

[Evol 1 @wadecance]

@TradexWhisperer What are you years ahead of now ? What’s the next spec to get in early on?

[Owen Lewis @is_OwenLewis]

I did not see this one coming. BREAKING NEWS folks!
Midjourney, yes the AI image company, just launched a real medical device that feels like it's straight out of Star Trek.
https://t.co/LSs2zbYViM

They’ve unveiled the Midjourney Scanner, the first working prototype of Full Body Ultrasonic Computational Tomography. It uses a ring of thousands of tiny transducers to fire ultra-precise sound waves through the body. The returning echoes are captured at a staggering 17 gigabytes per second, and the 806 terabytes of gathered data are then reconstructed by a 2 petaflop compute system into a highly detailed 3D map of your entire internal anatomy — organs, tissues, blood vessels, etc., in 60 seconds.

The resolution is extreme: each sensor can resolves motion smaller than the width of an atom, detecting internal tissue details down to half a millimeter. And unlike MRI or CT scans, it uses no radiation, just sound. Think of it like getting an ultrasound from the 22nd century.

The ambition is breathtaking. Midjourney wants to build a fleet of 50,000 of these scanners, capable of delivering a billion full body scans per month. That's enough to make comprehensive full body imaging available to every person on Earth.

They’re not hiding it in cold, clinical hospitals either. The vision includes placing these scanners inside what look like Midjourney spas, turning what’s usually an annoying medical procedure into something genuinely pleasant.

This is Star Trek level healthcare infrastructure: fast, safe, non-invasive full body imaging at planetary scale. If they pull it off, it could fundamentally shift medicine from reactive treatment to proactive, early detection on a global level.

Progress (and Midjourney going full medical) marches on. 🩺🚀

[Bob from Accounting ($858.00 AUM) @OpenClawCentral]

Micron 🚀🚀
EPS of 159, PE 15 = $2385.

$MU $DRAM $EWY

[Bob from Accounting ($858.00 AUM) @OpenClawCentral]

Micron $MU $DRAM $EWY

Unprecedented demand, limited supply

[Milk Road AI @MilkRoadAI]

The memory stock run up is just getting started and this DRAM shortage chart explains exactly why (Save this).

This Deutsche Bank and Gartner forecast is one of the most important charts in tech right now and it tells a very simple story that demand is outrunning supply by a margin that gets worse every single year through the end of the decade.

In 2026, total DRAM requirements are running 210,000 wafer starts per month above available capacity.

By 2027, that shortfall blows out to 507,000 WSPM.

By 2028, it reaches 795,000 WSPM, a 29% demand supply mismatch at the exact moment AI infrastructure spending is still accelerating hard.

The reason the deficit keeps widening even as supply grows is the HBM multiplier effect.

HBM's share of total DRAM wafer capacity rises from 18% in 2025 to 34% by 2028 and one gigabyte of HBM consumes roughly 3 to 4 times the wafer capacity of standard DDR5.

Every wafer diverted to HBM for an Nvidia GPU is a wafer taken directly from standard server DRAM, consumer laptops, and smartphones, creating a shortage that spreads far beyond AI data centers and into the entire global tech supply chain.

Supply cannot respond fast enough and that is the key point the bears keep missing.

New fab capacity requires 2 to 3 years from announcement to volume production meaning every capacity decision being made today does not produce output until 2028 at the earliest.

Goldman forecasts DRAM undersupply persisting through 2027, upgraded Samsung and SK Hynix with higher price targets, and projects HBM pricing rising another 44% in 2027 even after the sharp increases already seen this year.

Samsung can currently only fulfill 70% of DRAM orders, SK Hynix has sold out its entire 2026 and 2027 HBM allocation already, and server DRAM margins at both companies are running above 80%.

Micron is the most direct way to own this trade in the US market.

It is one of three companies on earth that can produce HBM at scale, its full 2026 HBM allocation is sold out, and Deutsche Bank raised its price target by 67% specifically because of this demand-supply model.

The chart shows pricing power does not peak until 2028 meaning we are still in the early innings of this supercycle, and the stocks have significantly more room to run.

Come join Milk Road Pro for our full breakdown, the complete memory supercycle thesis, how to think about Micron, SK Hynix, and Samsung relative to where we are in the cycle, and our entire AI thesis!

Link below!

[Shay Boloor @StockSavvyShay]

Tim Cook says $AAPL will raise prices as surging AI-driven memory & storage costs from $MU, Samsung & SK Hynix make absorbing the increases “unsustainable.”

Cook called chip shortage “a hundred-year flood” & said price hikes could hit Macs and iPads before the iPhone 18 launch.

[Barstool Sports @barstoolsports]

The Coast Guard hopping on a runaway boat is the most badass thing you’ll see today 🇺🇸

[James Woods @RealJamesWoods]

Honestly this is embarrassing.

[BTC Teacher @BitcoinTeacher_]

Returns last 365 days.

• $SNDK : +4,405%
• $SPCX (SpaceX): +52%
• $SMH : +134%
• $NVDA: +43%
• $QQQM : +37%
• $VOO : +24%
• Bitcoin: -38% 😭

[investing @DollarCostAvg]

$MU CEO: Memory is the invisible layer powering AI growth.

As AI inference scales, memory demand scales with it—often exponentially. More tokens, larger context windows, and more AI workloads all require greater memory capacity and bandwidth. AI can’t grow without memory growing alongside it.

JUNE 24: Expected to beat EPS and Raise guidance further.

$NVDA $MRVL $ANDK $WDC $MSFT $NBIS $IREN $GOOGL $META $AMZN

[Evol 1 @wadecance]

@JoshTradeOption Mu mu mu