Beg2dfr
16.7K posts

Beg2dfr
@beg2dfr
The most terrifying force of death comes from the hands of Men who wanted to be left alone.







$MU $SNDK NAND >> HBM? Everyone is watching HBM. The smart money is watching NAND. The cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over: HBM → Server DRAM → NAND Each layer tightens as hyperscalers vacuum up supply. And NAND is now the most undersupplied link in the chain. The numbers: Late 2025: Some NAND types up 246% for certain buyers Nov 2025: Contract prices up 20–65%+ MoM depending on segment Q1 2026: NAND contract prices revised to +55–60% QoQ (up from earlier +33–38% estimates) Enterprise SSDs: +53–58% QoQ, a new quarterly record. Certain Enterprise NAND product have higher margins than HBM. Unbelievable times. $MU benefits on both sides. $SNDK is the pure play.


Berkshire Hathaway $BRK.A has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history 🚨🚨🚨











Many gold and silver miners charts look TERRIBLE on the daily time frame.

Insider buying on behalf of @SelkirkCopper 🇨🇦 $SCMI.V 🇺🇸 $SKRKF Show me another company whose CEO is buying as much of their own stock as M. Colin Joudrie is After just recently buying over $2M in stock on the open market he's in for another $2M top up in the recent PP CEO's take note. Now that is conviction 👏



















