EntropicX

@DefiWimar Guessing. Some large private equity firm in trouble? Some large bank with lots of NYC real estate mortgages failing, as prices implode?

🚨 BREAKING FED WILL INJECT $8,071,000,000.00 INTO THE MARKET TOMORROW AT 9 AM ET, RIGHT BEFORE THE US MARKET OPEN THEY'RE OFFICIALLY CONTINUING QE AND TURNING THE MONEY PRINTER BACK ON. SOMETHING BIG IS COMING... 👀

New York: 133K NGOs handle $450 billion per year. California: 225K NGOs handle $610 billion per year. Over $1 trillion per year is moved within the NY and CA NGO ecosystem. The fraud is staggering. America is not in $39 trillion in debt. America is in $39 trillion in fraud.

@norveclifinance Data is continuously being generated, AI is accelerating that. Storage companies should continue to do well. $sndk.

Name a better risk/reward setup right now. I’ll wait. $MU

@Triumph3A60 @RedPilledNurse IMO we are well beyond "at some point". After picking Pence, Sessions, Ray, Bondi, leaving political appointees in place, Trump needs to seriously look at how he's picking people and who is advising him.

@RedPilledNurse At some point in time we haveto wonder who the fuck is giving the President a heads up on these useless cabinet pics, especially AG's? They have all been horrible. Thank God he has some time left to get someone to get to work.....

🚨BREAKING:🚨 Former Attorney General Pam Bondi was reportedly leading a RINO COUP ATTEMPT against President Trump from the inside, working closely with the Bush family and former Vice President Mike Pence to launch and orchestrate an effort to DESTROY President Trump and re-take the Republican Party. Bondi was reportedly conspiring with her longtime friend and former Florida Governor Jeb Bush as well as Pence and DOZENS of other establishment Rino's from the "Old Guard" of the Republican Party to SABOTAGE the Trump administration from the inside. This is why she intentionally mishandled the Epstein files and REFUSED to prosecute anyone from The Deep State. Bondi was working FOR The Deep State. This former longtime Democrat will go down in history as the Mike Pence of the second Trump administration. Thank you to President Trump for FINALLY saying "Pam, YOU'RE FIRED! 🙏🔥

The DOJ is a complete mess. Pam Bondi never ran the DOJ day to day. It's been Todd Blanche and Stanley Woodward. Both of them are Democrats. Once again, Trump picked all the wrong people.

@ericjackson 9 minutes. Satoshi's wallet has 1 million BTC. Have at it. Let us know how it went.

Google just showed it takes 9 minutes to break Bitcoin's encryption. $600 billion is exposed. I ran 636 earnings calls to find out who's preparing and who's pretending. New research: open.substack.com/pub/eventhoriz…

@aleabitoreddit @Belfort_Trading Your getting an increase in shares, but also cash. From a share price its neutral. Depends on what they do with the cash.

@Belfort_Trading $IREN share price doesn’t matter. What matters is marketcap. The price could be $17 in a few months while MC stays same. TA’s don’t work when there’s excessive dilution and eroding fundamentals working against you

@JoshMandell6 My mstr exposure is with $strk I believe it goes back to par when interest rates reduce.

It just feels like something is different with STRC. The price is so steady that one would have to believe that there's a market maker being compensated to make a tight market. And there was something interesting about how Phong Le commented on the steadiness of that price. Perhaps they've worked out a deal with a large bank to market STRC exclusively and guarantee that perpetuity can be sold at par every 12 months or something like that. In exchange of course they would probably require two points of spread between the price at they buy it from strategy on origination and the price at which they sell to their clients as a stable coin or effectively a one year CD which puts it in the category of a money market instrument. The bank is carrying so much US Treasury product that they could easily pledge it as collateral for the yearly redemption option. This is something this strategy can't do and it's something that would keep the price at par because pull to par would take effect. With the pledging of US Treasury debt, STRC would get a credit rating equivalent to the United States government. This is just crazy stuff coming out of my head FYI I know nothing. It's just what I call a Walter Mitty dream But it would be pretty cool and it would change the game completely. Imagine a bank offering wrapped STRC digital credit with one year liquidity yielding 10% after tax. I say after tax because of the IRS treatment of return of capital. Gosh I haven't owned any MSTR exposure for such a long time. It's been such a tough ride for them but I hear there will be growth in the spring.

The is unbelievable. The CDC needs to be shut down. Pfizer stopped testing the COVID vaccines on animals because they were dying.

𝐄𝐯𝐞𝐫 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐫𝐞𝐚𝐝 𝐭𝐡𝐞 𝐌𝐌𝐑 𝐯𝐚𝐜𝐜𝐢𝐧𝐞 𝐢𝐧𝐬𝐞𝐫𝐭? 😳 Ever actually looked at the MMR vaccine insert? I mean, the real one from the manufacturer — the long, tiny-print document that comes with the vial. This thing is wild. It has 42 paragraphs packed with precautions and possible adverse reactions. Forty-two! That’s not exactly screaming “totally safe and simple” to me. And get this — it straight-up lists stuff like measles (or measles-like rash/illness) right near the top of reported reactions, along with things like pancreatitis, diabetes mellitus, anaphylaxis, arthritis, encephalitis, pneumonia, nerve deafness, retinitis, epididymitis… and even death in some cases. The insert doesn’t claim it’s 100% safe or effective for everyone. In fact, it spells out a heap of warnings, contraindications, and things doctors are supposed to watch for. Makes you wonder why we’re not encouraged to read these before rolling up our sleeves (or letting our kids). Informed choice starts with seeing the fine print, right?

@jukan05 @grok, using trendforce numbers for increase in memory and nand pricing, what will be the impact on micron and SanDisk profits

DRAM Prices Double… Samsung and SK Hynix Profits Likely Doubled Too Samsung Electronics and SK Hynix are estimated to have posted record-breaking earnings in Q1. This is attributed to strong HBM sales momentum, compounded by steep price increases in commodity DRAM and NAND flash. According to sell-side estimates as of April 2, Samsung Electronics is estimated to have recorded Q1 operating profit of KRW 40–45 trillion, while SK Hynix is estimated at KRW 36–39 trillion. At the start of the year, Samsung's OP consensus stood at KRW 36–37 trillion and SK Hynix at around KRW 31 trillion, but continued memory price increases led to upward revisions throughout the quarter. Samsung's previous all-time quarterly OP record was KRW 20.1 trillion, achieved in Q4 last year. SK Hynix's was KRW 19.17 trillion, also set in Q4. If sell-side estimates prove accurate, both companies would be setting new records roughly double their prior highs. Companies generating over KRW 10 trillion in monthly operating profit are exceedingly rare globally — limited to the likes of NVIDIA, Apple, Alphabet, Microsoft, and Saudi Aramco. Micron's earnings, reported last month, were also a blowout. FY2026 Q2 (Dec 2025–Feb 2026) revenue came in at $23.86 billion, beating its own guidance of $18.7 billion by 27%. Non-GAAP operating income was $16.5 billion, exceeding the guidance-implied estimate of $11.3 billion by 46%. According to TrendForce, Q1 DRAM and NAND flash contract prices rose 90–95% and 55–60% QoQ, respectively. Further increases of 58–63% for DRAM and 70–75% for NAND are forecast for Q2. As such, upward earnings revisions across the memory industry are likely to continue for the foreseeable future. The industry expects new cleanroom expansions to translate into actual supply additions no earlier than late 2027 to 2028. AI cloud service providers are currently negotiating 5-year long-term purchase agreements to secure volumes. Supply shortages in the commodity market are set to persist. The consumer electronics industry is feeling the pain. IDC forecasts that global smartphone shipments will decline 12.9% and PC shipments 11.3% this year due to component cost pressures from surging memory prices. IDC described the impact of soaring memory prices as "tsunami-level." Memory prices have risen to the point where OEMs are actively downgrading product specs or eliminating budget lineups entirely. Display panel manufacturers are also reportedly lowering their shipment targets for the year as a result. Jitesh Ubrani, Research Manager at IDC, said, "The memory shortage will persist through 2027. Even if prices begin to moderate from 2028, they will not return to 2025 levels." An industry insider noted, "The key mid-to-long-term variables for the memory industry are whether memory efficiency technologies like Google's TurboQuant actually reduce server purchase volumes, and whether cloud datacenter players maintain their current pace of capex."

@jukan05 @grok, what is the percentage increase in global nand supply when fab 3 is operational

China's YMTC Closing In on Korea, Stabilizing Cutting-Edge NAND Flash Yields and Ramping Production YMTC (Yangtze Memory Technologies Co.), China's leading NAND flash manufacturer, is expected to begin full-scale shipments of high-layer NAND from its cutting-edge Wuhan Fab 3 in H2 this year, following the stabilization of its two existing production lines. The company is also reportedly making steady progress in securing major overseas customers — an area where it had previously struggled. YMTC's NAND output is projected to surpass that of SK Hynix and Micron, currently the industry's third and fourth largest players, by year-end. According to industry sources on April 2, YMTC plans to begin mass production of its most advanced NAND products at Wuhan Fab 3 in Hubei Province starting H2 2026. A source familiar with the situation in China noted: "Wuhan Fab 1 and Fab 2 are already known to be operating near maximum capacity, and Fab 3 — the newest facility — is in the final stages of critical equipment setup ahead of full-scale production." YMTC has expanded its presence in the global NAND market at a remarkable pace over the past two years. Wuhan Fab 2, which began operations in 2024, reportedly reached maximum capacity in just two years. The line currently produces an average of 60,000 wafers per month, while Fab 1, the largest facility, produces 100,000 wafers per month. Annual production volume grew from 1.29 million wafers in 2024 to 1.77 million last year, and is expected to approach 2 million this year. Once Wuhan Fab 3 is fully operational, YMTC is set to overtake SK Hynix and Micron in shipment volume, securing the number three position in the global NAND market — trailing only Kioxia (4.82 million wafers) and Samsung Electronics (4.68 million wafers). Notably, YMTC has been steadily increasing its mix of high-complexity 200+ layer NAND across server and mobile segments, moving beyond legacy products, and is expected to stabilize yields on 300-layer products this year. YMTC's revenue portfolio — historically skewed toward Chinese domestic customers and one of the key reasons the company has been underestimated — is also likely to shift this year. According to Reuters and other outlets, Apple is reportedly evaluating the use of YMTC products due to NAND supply constraints. Apple is said to be concerned about margin compression on major product lines including iPhone, driven by rising DRAM and NAND prices, and has begun considering YMTC as an alternative supplier. While a formal supply agreement with Apple remains uncertain, the prevailing view is that such a deal would be transformative for YMTC. Apple is not just another revenue source — qualifying as an Apple supplier carries significant symbolic weight, as it signals that a company has passed rigorous quality, reliability, and supply stability assessments. If Apple supply is confirmed, other Big Tech companies facing NAND shortages could also begin considering YMTC as an alternative. An industry source noted: "If YMTC supplies NAND to Apple, it would represent a symbolic re-entry into the supply chains of global top-tier OEMs, breaking free from its China-centric customer base. Given that Apple has historically sourced NAND from Samsung, SK Hynix, and Kioxia, YMTC's market positioning would fundamentally change."

When they can't win the seats fair and square, they buy the lines. Out-of-state billionaires are pouring millions of dollars into Virginia to redraw our district maps, not because it's good for Virginians, but because it's good for Democrats. $40 million. Four new districts. $10 million a seat. This isn't democracy. It's a transaction. Virginians have fought too hard and for too long to let special interest money silence us at the ballot box. We have one chance to stop it. ✅ VOTE NO by APRIL 21 Early voting is open NOW. Find your polling place and get the facts before you vote: 👉 fairfaxgop.org/voter-info/ Share this with every Virginian you know.

@elonmusk Me, in any and every capacity.

Stand By Me

@kate_p45 They have already chosen. Primary all of them.

Our biggest problem isn’t Democrats right now, It’s Republican Senators who campaign like MAGA and govern like members of the UNIPARTY. They know exactly what’s coming—court packing, power grabs, rewriting the rules—and they’re still dragging their feet like it’s business as usual. Enough. You don’t get to warn about the left out of one side of your mouth while enabling them with the other. Every single Republican Senator needs to make a choice, right now: Choose America—or the destruction of the America we love.

Rather than endlessly debating who isn't paying "enough" in taxes, we must turn our attention to a more fundamental question: exactly where is all this money going? Year after year, tax revenues climb to record highs, yet deficits balloon and the national debt keeps piling up. This isn't just a revenue problem; it's a glaring fraud problem. Billions spent on waste and fraud, we need a no-holds-barred audit of spending priorities, slashing waste, eliminating redundancies, and refocusing on core government responsibilities, which could deliver far better results for everyday citizens without perpetually raising the tax burden on families and businesses. Real fiscal health starts with transparency about outflows, not just louder demands on inflows.

There is another nuance. When interest rates go down (new fed chair), the 11.56% effective rate for strk will attract new buyers pushing strk higher, lowering the effective yield back to 8%, ie strk goes back to $100, this just due to interest rate reduction. BTC/mstr going higher will add further upward pressure on strk.

STRK: A Strange Little Gift STRK right now has a higher effective yield than STRC... AND you get the convertible upside into MSTR. AND you'd be holding a ticker less volatile than NVIDIA and Meta. Assume BTC is $66,756 today, MSTR is $121.44 today, and MSTR delivers only 1.33x Bitcoin’s percentage return from here to $500,000. No modeled increase in Bitcoin per share. No mNAV expansion. No extra magic from accretion. Just raw beta. Now use $100,000. At $99.97, STRC buys 1,000.30 shares. At the current payout rate, that throws off about $11,503 per year. At $69.21, STRK buys 1,444.88 shares. With an $8 fixed annual dividend on $100 par, that throws off about $11,559 per year. So on the same $100,000, STRK currently pays you slightly more cash than STRC because you are buying the 8% coupon at a much steeper discount to par. Then the real asymmetry kicks in. If 1 STRK share converts into 0.1 MSTR share, buying STRK at $69.21 means you are effectively locking in a future MSTR basis of $692.10 per share. Now run the Bitcoin math. BTC going from $66,756 to $500,000 is a 648.996% return. If MSTR only does 1.33x that percentage move, MSTR returns 863.17%, which takes it from $121.44 to about $1,169.67 per share. Again, that assumes zero help from Bitcoin-per-share growth and zero help from mNAV expansion. Pure mechanical beta. So what happens to the $100,000 in STRK? 1,444.88 STRK shares would convert into 144.49 MSTR shares. At $1,169.67 each, that becomes about $169,003. That is a 69.0% capital gain on the conversion value alone, before counting any dividends collected along the way. That is why STRK is so interesting here. You get paid slightly more income than STRC right now on the same capital deployed, and you preserve a path into future MSTR at an implied cost basis of $692.10. STRC is the cleaner income instrument. STRK is the higher-yielding discounted convertible with embedded upside. If your base case is that Bitcoin eventually goes to $500k, and MSTR merely behaves like 1.33x Bitcoin from here with zero contribution from BTC-per-share growth or mNAV rerating, STRK looks like the more intelligent place to sit. The market is offering cash flow today and convexity tomorrow, in the same wrapper. That is a strange little gift.

Why does the IRS tax code reward hiring foreigners over you? The more we dig, the worse it gets. Imagine this: You graduate with $100K in debt. A foreign student graduates from the same school. Guess what? The company gets a 15.3% tax break to hire them. Fully sourced below.

@NizNellie3 These universities have massive endowments. They can fund themselves.

🚨 Wanna puke? Peter Hans is the president of the University of North Carolina (UNC). His total compensation package is $1.1 million. UNC fleeced American taxpayers for $950 MILLION in federal funding last year. In Nov 2025, President Peter allowed the Charlotte campus to host an event aimed at training 14–24-year-olds as abortion patient advocates. To restate: a federally funded campus was used to train minors to assist in and attend abortion procedures. UNC is on track to receive nearly $1 BILLION in federal funding for the 2026-2027 school year. Our Education Secretary MUST SAY NO. @EDSecMcMahon

@wendyp4545 @AdamBLiv , you may want to take a look at this. Rand not the same as Ron.

Rand Paul blocked emergency funding after Hurricane Helene during the freezing cold in the Mountains of North Carolina and Tennessee and then he went on his Christmas vacation along with the rest of Congress. I live in North Carolina. While I wasn't affected by the storm, thousands were right here in the State that I live in. Now, @RandPaul in his arrogance is considering a Presidential run? Let his choices in the recent past be the warning about his ability to lead that is nonexistent. Families were forced to sleep in tents and RVs in the mountains in winter. That should NEVER happen to Americans in any state across our country.