J2

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J2

@j2physical

Bergabung Temmuz 2013
642 Mengikuti155 Pengikut
Norveçli
Norveçli@norveclifinance·
AMD, Intel and Micron are now extremely overextended. This level of pricing is not sustainable. The move has gone too far, too fast. When momentum runs ahead of fundamentals, it eventually corrects. $AMD $INTC $MU
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Norveçli
Norveçli@norveclifinance·
Don’t fight the channel. At the top. Overextended. Correction is coming. This is a bubble. $NVDA $AMD $INTC $MU $META $AMZN $GOOGL $TSLA
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nick wright
nick wright@getnickwright·
Hitting the playoff game tying 3 to force OT in the same game you threw an alley oop to your literal son is more impressive in and of itself than 6 rings.
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Witness King James
Witness King James@WITNESSKJ·
Year 23 LeBron James, who is the number 1 option on his team, just successfully completed an alley-oop to this little guy in an NBA playoff game… 🤯 Read that again.
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Cash
Cash@CashNasty·
If LeBron ain’t your goat… you don’t know ball.
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Legion Hoops
Legion Hoops@LegionHoops·
LEBRON JAMES TO BRONNY JAMES OH MY
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Norveçli
Norveçli@norveclifinance·
I just came across an important development in the memory space. In my view, it’s not positive. It could reduce future expected memory demand and affect names like Micron, SK Hynix, and others. But I won’t say it. Every time I point out a risk in memory, people get upset. $MU $SNDK
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J2
J2@j2physical·
@norveclifinance You were bullish now wrong happens
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Norveçli
Norveçli@norveclifinance·
7 bad headlines for Micron. Google TurboQuant claims up to 6x less memory usage in AI workloads ZeroPoint says memory needs can drop by up to 70% with compression Nvidia shows VRAM going from 6.5GB to under 1GB with compression TSMC: rising energy costs are compressing margins TSMC says memory pricing is weakening ASML’s next-gen tools are extremely expensive, increasing capex pressure Biggest risk: Iran war escalation, driving higher costs and uncertainty I was bullish. Now I’m cautious. $MU $NVDA $SKHY $SSNLF $WDC $STX $SNDK #Semiconductors #AI #Stocks #Nasdaq #Trading #Investing
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nick wright
nick wright@getnickwright·
Checking in on the NBA’s old timers… Durant’s flirting with 10 turnovers in his first playoff game as a Rocket. Steph’s at Coachella. Kawhi’s planting trees. LeBron is averaging 39 MPG & 24-8-10 to go up 2-0 without his team’s 2 leading scorers. 🐐🐐🐐
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EliteRockerz 𝕏
EliteRockerz 𝕏@EliteClubS0B·
NCAA champion. UFC champion. WWE Champion. One of the greatest athletes to ever step foot not just in pro wrestling, but in all of combat sports. A once in a lifetime athlete. Thank you, Brock. #WrestleMania
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Ryan Rueda
Ryan Rueda@PlayoffDude·
EVERYBODY BETTER THAN LEBRON UNTIL ITS TIME TO BE BETTER THAN LEBRON
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J2
J2@j2physical·
@norveclifinance Can’t wait for the liquidation and flip
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Norveçli
Norveçli@norveclifinance·
I’m considering shorting Micron. Micron ran 50% in two weeks on a short squeeze. Short volume is now at historic lows. From here, it usually starts rising again. Borrow fee at the floor. Pressure builds. No real demand. What do you think? $MU
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WOLF Trading
WOLF Trading@WOLF_TradingX·
The stock market so far in 2026 explained
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J2
J2@j2physical·
@norveclifinance Respond to real revenue and forward PE valuation. Stay in cash inflation isn’t eating your dollar or anything. See you at 550 before 300
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
Trading in 2026:
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THE MMA GURU
THE MMA GURU@THATBOYMMAGURU·
It was supposed to be Jiri's big night... #UFC327
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Jack Mac
Jack Mac@JackMac·
Jiri -110 is an all time bad beat. Bro thought he was in an anime show. Can’t make it up.
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PeloSwing🎯👸🏻
PeloSwing🎯👸🏻@PeloSwing·
Bulls this week Monday: Tuesday:
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