Halal Investro.Assistanat
60 posts
If you’re not heavy in $MU, what are you even doing with your life?
GIF
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$MU If the memory trade wasn't there, I'd be heavy in $NVDA. Micron still king of AI.
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If you're expecting an 'everything rally', you're going to be very disappointed.
It's a stock picker's market, and the good ones are very few.
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$MU 30% of GPU BOM is memory. And 30% of the data center buildout cost will be memory this year.
Like the Hynix CEO said - memory demand will increase 60% next year while supply ramps 20%.
Free money InshaAllah!
The Transcript@TheTranscript_
Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
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Heard Anthropic will be using $AMD GPUs as well.
At this point, a frontier lab’s priority would be to optimize their models on all three compute variants - NVDA/AMD GPUs and TPUs in order to access as much of it as possible at competitive rates.
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If you’re not trading just high quality companies, what are you even doing with your life?
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I’d now like to see $MU price action decouple from $SMH.
We’re slowly getting there.
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$MU You’ll now witness K-shaped rally.
Memory, infra and compute inside $SMH will rip while most others flatline or worse.
I still don’t trust software. And cybersecurity and MAGS are likely to consolidate next.
The net effect on $SPY and $QQQ likely negative.
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This market is for just two kinds of investors-
1. Position traders that know their holdings inside-out and have a long time horizon
2. Day traders that feel like it’s Christmas with all this chop.
Anything on between will get chopped out.
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It’s much easier when there isn’t a consensus.
Heisenberg@Mr_Derivatives
Updated $SPX eoy price targets by all the major Wall Street analysts. Morgan Stanley’s Mike Wilson, surprisingly, is the biggest bull.
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Sharing my new go-to crispy rice crackers with 3 flavors—matcha, sea salt, and honey butter! Perfect for mid-workday munching Who’s grabbing a pack，
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Growth isn’t about never falling—it’s about getting up one more time than you’re knocked down. That quiet strength you build It’s the best investment you’ll ever make.
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