Delamain

@KairosPraxis @subbdue Lol this pos write-up is making you turn away from memory? You deserve to miss the trade.

Absolutely sobering paragraph from @subbdue just as $MU and SK Hynix hit their 1T market caps.

🚨 The “blowout” jobs report that just killed your rate cut? Misleading. It was bartenders. 🍺 70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament. Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯 Look under the hood. 🧵

@firstadopter Semi bears are freaks, its turning into full on cognitive dissonance.

Memory bears dunking on memory bulls after one big down day feels a little odd, given the stocks are still up near 200% YTD and they missed the entire rally. Are these guys for real? Markets and stocks don’t go up every day. Every secular growth rally has its scary selloffs and pullbacks. Anyone who claims they can predict short-term, day-to-day moves is full of it. Stick with the underlying fundamentals.

@xxxxn_oiy @yidabuilds Honestly it would be very limited, it wont pick up the premium of a US chipmaker like Micron given reshoring efforts and second the political risk is too large in Korea for US/Canada investors, we prefer less interventionist policymakers.

@yidabuilds 三星和海力士主要还是盘子太小了，海力士美股上市之后不知道能到什么高度。

这种高质量的信息果然还是上推特才能看见 另外：三星预计 2026 全年利润 2,300亿美元， 远期市盈率在 5.3 - 7.3 之间 太尼玛可怕了。。。

TrendForce has revised up its 2Q26 server DRAM contract price forecast to +50–55% QoQ, from its previous forecast of +45–50%. $DRAM $MU

@Akaletico thats exactly right, you cannot be a short-term thinking headline trader, you must hold with strong conviction. $MU

$MU マイクロン 買ったならずっと握っていればよい👍 そもそも成長すると思わないなら買わなければよい😂

@MarcosMillaYT send it dude.

The best stock with HUGE UPSIDE on a DISCOUNT… is Micron $MU …

Automotive memory chip prices surge 180% over three months; Chinese EV makers raise prices one after another • The Chinese new energy vehicle market has recently seen a series of price adjustments. Several EV models have either raised their selling prices or reduced existing discounts. A staff member at an EV 4S dealership in Beijing said that while official vehicle prices have not changed, the price of autonomous-driving option packages for some models has increased from RMB 9,900 to RMB 12,000 since May. • Automakers are citing the sharp rise in global memory hardware prices as the main reason for these price adjustments. According to available data, automotive memory chip prices have risen by around 180% over the past three months. Based on incomplete statistics, more than 10 EV makers in China have recently raised vehicle prices or reduced discount levels, with the increases generally ranging from RMB 2,000 to RMB 6,000. • Meanwhile, as EV prices rise, internal combustion engine automakers are cutting prices and stepping up promotions. As of April this year, the average discount rate for internal combustion engine vehicles was around 23%, remaining at a high level for the ninth consecutive month. (CCTV)

@BigBernard1990 @FinanceLancelot hes a low iq faggot that literally has no idea whats going on with AI

@FinanceLancelot That you think this is legit means you get blocked asap bc you’re not credible. Only a fool will follow this guy. Get this trash off my timeline.

Google $GOOG just released an AI tool called TurboVec that shrinks memory requirements by 92% Now we know why the collapse began yesterday. Goodbye Micron $MU, Sandisk $SNDK, Samsung and SK Hynix

@carefree201215 @FinanceLancelot Hes a scammer dont listen to this clown.

@FinanceLancelot @FinanceLancelot so the $sndk you posted 3 days ago no longer valid? Help explain please

@Justin_Gaethje @SStricklandMMA The UFC isnt even American anymore dumbass, looks more like a third world WWE to me. Complete joke, 99% of the fighters dont even speak English.

@SStricklandMMA I don’t give a two shits about you or israel. God, family, country since day 1 🇺🇸 You are dumb as fuck, you bash our country every chance you get and expect to step foot on the white house grounds. Have a party with the rest of your American hating goons.

If being a spineless bitch makes you a good America you can have that title. Eat your goy slop. Just do me a favor and switch your flag 🇮🇱 5k to 15k cost to every hard working American not getting paid millions. 13 dead Americans for Israel.. Traitor

@kevinmd80 @Micro2Macr0 Yeah the left in Korea are commies.

Yes, when conservatives in power, its good. However, the left always finds a way to steal the election ever so often, and they are full on communist. Even more so than the leftist in America. They will do everything in their power to destroy anything good that came out. They even want profit from Samsung and SK Hynix to be distributed amongst the people instead of reinvesting into the future. Anti-buisness regime. Be careful!

Is the Korean election fair? Sure doesn't seem like it.

@NUMS_Canada @WSOnlineNews Liberal regime scum

@WSOnlineNews No. We need more gun laws. Canada doesn’t need guns. Those who want them can move to the USA.

POLL: Ontario voters want Ford to block Ottawa gun grab westernstandard.news/news/poll-onta…

@WSOnlineNews This fat pussy wont do it, the Liberal regime is keeping an RCMP investigation at bay if he does what they tell him to do.

@ShaziGoalie That shitbox isnt worth 2.8

🚨SWEET SWEET OAKVILLE $1.5 MILLION LOSS in Oakville. A detached home on Lakeshore Road. This is the part of Oakville people buy for the schools, the neighborhoods, and the prestige. The seller paid $4.3M near the peak in February 2022. They just sold for $2.8M. 🔹 Loss: $1.5M 🔹 Over 34% wiped out For years, many believed Oakville was one of the safest bets in GTA real estate. This sale suggests even the most desirable postal codes aren't immune.

@dpaudits Fucking brown clown

So this happened in Birmingham, we said nothing bantering in car and this asain starts claiming we are racist part 1

@cryptofergani People are dumping it for AI

Can someone explain to me like I’m 10 years old, how Bitcoin has gone down -$22,000 with NO BOUNCE in 21 days?

@StockNews690137 @MrWhiteGroyper Too many of these fuckers

@MrWhiteGroyper tired of these brown clowns @DelamainAI

Bro literally has an army of jееts as fans 💀

@mario4thenorth Oh Canada.

More shocking than a UFO

@Micro2Macr0 @kevinmd80 Yeah dude there is serious political risk in Korea and you are smart to flag it, its a highly corrupt country and they don't respect free market capitalism the way America does. The level of intervention in markets over there is insane.

@kevinmd80 That all sounds very problematic. Makes me want to stay away from $DRAM in regard to an AI play. Seems like $MU might be safer in the longer run.