
Pulkit Mehra
1.5K posts

Pulkit Mehra
@Agent_X001
Engineering Manager | Obsessed with new tech | Hands-on with AI | Investor & lifelong learner





Engineered for harsh conditions, Starlink provides reliable connectivity 🛰️❄️




$IREN | Bullish Wave Update Daily Chart Analysis $IREN continues to defend the 0.5 Fib level of the reversal zone at $39.67. The resistances above current price: A. Anchored volume profile POC around $42 (orange). B. Daily MA50 around $46 (blue). BUT - If price keeps holding this level, it’s a constructive sign and increases the probability of an upside reversal.









This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.




















