Unusual Intelligence

JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC. It went unnoticed for 4 years until it was patched on June 1st.

$MU gets super ugly today if that 940 cracks

Just like Icarus, some of these Tech stocks are looking down and seeing the 10/20 EMA way the fuck down there...

I still have PTSD over Jensen setting a temporary top in the market last October with GTC. Getting a bit cautious here.

NVIDIA CEO Jensen Huang hints at upcoming surprises

"BNP Paribas analyst Karl Ackerman expects the average selling prices (ASPs) of DRAM and NAND — which surged on AI demand — to peak in mid-2026, much earlier than his original forecast of mid-2027, before turning into quarter-over-quarter declines starting early next year. He argues that this is driven by aggressive capacity expansion from Chinese memory makers such as CXMT and YMTC, combined with reduced memory consumption from other industries due to soaring prices, including a 14% decline in global smartphone shipments this year. He also noted that growing concerns over future oversupply and margin deterioration within the next one to two years are beginning to weigh on the sector in advance." I’m trying to remember the name of this analyst.

Back in $MU calls overnight. They will forget $AVGO ever happened. 1050 open possible