Rey Myras

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My internal plan is as follows $NBIS ⤵️Details are as follows 👇

$NBIS continues to execute on a level that even the biggest bulls couldn’t foresee. This was yet another stellar quarter: - Capacity 3GW to 4GW - New 1.2GW site. - AI Cloud revenues up 841% Y/Y - 40% ADJ EBITDA target - 3 Acquisitions globalequitybriefing.com/p/nebius-q1-20…

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My internal plan is as follows $AMZN ⤵️Details are as follows 👇

$10,000 invested in $AMZN on IPO in 1997 is worth $27.2M of in 2026! $438M ➡️ $2.9T Market Cap One of the best growth stories ever!

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My next Strategy! $MU ⬇️Details Are As Follows.

$MU operates in the semiconductor memory industry, which has long been in a notoriously boom-and-bust cycle. This cycle is driven by the incredibly strong demand elasticity of the memory industry. When demand is high, prices rise rapidly as users of memory chips race to secure supply. This is exactly what we are seeing now. Memory is an input in the final product, which can’t be shipped without memory. It takes years and costs $10-20B to build new fabs, so memory makers can’t quickly increase supply, further driving higher prices. When prices are high, manufacturers look for ways to reduce memory requirements, reducing specs or changing designs. Let’s not forget that high prices also incentivize suppliers to increase production. So, memory manufacturers all at the same time race to invest in capacity to increase supply. While it takes years for the additional supply to reach the market, it does at the same time. Supply explodes, and pricing collapses. The same factors that make increasing supply quickly difficult also make decreasing supply a non-starter. Once built, foundries must operate constantly, as the equipment that they spent billions on degrades while interest costs pile up. In this industry, raw material input costs are a lower share of total costs than the depreciation of equipment. Simply put, by shutting down foundries, memory makers will lose more money than by selling each chip at a loss. Furthermore, Micron’s business is also complicated by the bullwhip effect! It’s a supply chain phenomenon where small changes in consumer demand for end-products (like smartphones or PCs) result in increasingly larger swings in orders as one moves down the supply chain to the semiconductor manufacturers. When Walmart runs out of 100 PCs, they make a large order to rebuild their inventory, thinking that strong sales will continue, they order 200 PCs. When the distributor gets an order for 200 PCs from Walmart, they make an order for 400 PCs with the manufacturer. The manufacturer receives an order for 400 PCs, so they call their suppliers to order enough chips for 600 PCs. Chip manufacturers do the same and build capacity to produce chips for 800 PCs. This growth in orders is seen not only as proof of current demand but as a signal towards future demand. They do this because each party wants to have enough inventory to meet customer demand, as nobody wants to lose sales due to something “simple” like a lack of inventory. But then, it takes Walmart much longer than they expected to sell 200 PCs, so they don’t make new orders next time. This creates a cascading series of events, the distributor doesn’t make new orders with the manufacturer, and the manufacturer doesn’t make purchases from the supplier. The supplier already increased capacity to meet the demand, so they keep manufacturing, as not doing so is worse, supply explodes, and prices collapse. Lower prices increase demand, and the cycle begins again.

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My next Strategy! $NBIS $MSFT $META $NVDA ⬇️Details Are As Follows.

While bears pontificate, Nebius executes! $NBIS +476% 1Y 🟢 +114% 3M 🟢 - $17B $MSFT Deal - $27B $META Deal - $2B $NVDA Investment - 187% 2028 Revenue CAGR - Affordable Valuation - 4% Above Consensus Price Target

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My trading strategy！ $MU ⤵️

The NAND segment generated $12.1B in revenues in LTM, for $MU about 21% of total revenues! Similar to DRAM, the NAND segment has also experienced stratospheric AI-driven growth, with revenues growing by an incredible 169% in Q1 2026. As AI data centers are increasingly moving away from previous-generation hard disk drives and toward all-flash storage to speed up data access, Micron has released several products to support this trend: - 245TB 6600 ION SSD: This is the highest-capacity data center drive available, allowing for a massive reduction in the number of server racks needed for storage. - 122TB E3.S SSD: This drive offers 67% more server rack density than previous form factors and 37% better energy efficiency than using multiple hard drives. - G9 NAND: Micron’s latest NAND technology provides the high speeds necessary for AI data lakes and vector databases.

@TheRayMyers Many of my Twitter followers have already joined my WhatsApp FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "999" to my WhatsApp number +12816575814 to join for free I POST ALL TRADES FOR FREE 🔗api.whatsapp.com/send?phone=128…

@TheRayMyers My next Strategy! $NU $DLO $MELI ⬇️Details Are As Follows.

$NU and $DLO are down a lot in the past week. Both report earnings today, and investors clearly expect misses, yet that seems unlikely. $MELI showed insane top-line growth, so I think $NU and $DLO will deliver strong beats. Investors could be overthinking the effect of the Iran War.

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