
๐๐๐๐๐๐๐๐๐๐๐1099
20.5K posts

๐๐๐๐๐๐๐๐๐๐๐1099
@tothewolves1099
USAF Veteran, nerd, metalhead, traveler, collector, go Hawks! $CIFR, $ZETA, $ONDS, $USAR, $DRAM, $NOK




Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots. "Humanoid robots, he says, will require roughly ten times more memory than todayโs Level 2+ autonomous vehicles." "And that demand wave is set to begin before the decade is out." Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth" Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

Going out on a limb here. $MU is going to double beat, raise guidance, and the stock will be down somewhere between 10% - 20% after earnings. Expecting $800 - $850 At that point Iโll consider re-opening a position.













$NBIS SHORTING THE TOP = BANGER TRADE We sniped legends with a magnificent short on $NBIS -12.2% from entry. Closing here to reposition my liquidity somewhere else.






@Brownmoose Just subscribed here on X. I couldnโt get to the sub content can you help me

















