Jim Barlage

@TradexWhisperer Secular growth of memory chips will overcome cyclicality during the next few years. Beyond, cyclicality will inevitably return.

$MU $DRAM $SNDK It is time to have the most important debate of the entire AI market. Is memory cyclical or permanently re-rated? No hiding. Pick a side and defend it! Best bull thesis and best bear thesis both get a public callout from me. Please keep it respectful 👇

@IQTestBrain Are you the king of math from Illinois or California or New York? Solve this: 2+2=what?

Solve this 🤭

@Beno10_MFC It only requires junior high algebra to solve.

Only the smartest nearly got the value of C. It requires top level IQ Can you solve?

@sheilatebra How do you remove things from a restaurant bill after you have eaten the food? Looks like a fake story.

Anonymous My husband and I were eating dinner at a restaurant. Couple next to us. Young. Celebrating something. Overheard bits. New job. Finally stable. Excited. Their bill came. Card declined. Tried another. Declined. The joy drained from their table. Started adding up what they could afford. Removing things. My husband grabbed their check. Paid it with ours. Didn’t ask. Just did it. Told the waiter to tell them it was covered. We left before they could thank us. Didn’t want thanks. Just wanted them to keep celebrating. We forgot about it. Three years passed. Got a letter at our house. From them. They’d tracked us down somehow. Waiter remembered us. Helped them find us. Letter said they were getting married. That night was their first date after months of struggle. First celebration after barely surviving. “Someone paying our bill told us the world had good people in it. We held onto that through everything after.” Invited us to their wedding. We went. Didn’t know them. Went anyway. They introduced us to everyone. “These are the people who showed us kindness when we were strangers.” Danced at their wedding. Cried during their vows. Felt like family somehow. They have a baby now. Send us pictures. Christmas cards. Updates. We’re in their life because of one paid check. One moment of seeing people who needed something and providing it. Sometimes family isn’t blood. It’s just people who chose to see you.

@WallStreetApes This woman is an idiot. Where does the money come from to pay interest on the loan?

This is how Amazon Founder Jeff Bezos avoids paying a personal income tax - For the last 20 years he’s had the same salary, $82,000 - He does this because a higher salary that would support his lifestyle would be subject to payroll and income tax, he doesn’t want to pay that - Instead all his money is in his stocks, those are never subject to any taxes as long as they aren’t sold - He takes out a loan and borrows against his stocks - The only money he’ll ever had to pay is the loan and interest on the loan This is common practice for billionaires so they avoid the majority or all of a personal income tax

@heygurisingh He didn’t have a computer.

In 1961, an MIT math professor walked into a Vegas casino with a shoebox-sized computer hidden in his suit. He'd just proven blackjack was beatable. The casinos changed the rules of the game because of him. Then he got bored and turned to Wall Street. His hedge fund returned 20% annually for 29 years straight. Zero losing years. Not one. He taught Warren Buffett about options pricing before Black-Scholes existed. His name was Ed Thorp. He's 92 and still trading. I turned his methodology into 10 prompts. Here are all 10:

@KeithMcCullough People who post their investment performance after the fact never suffer a loss.

Here's another one of The Fam's US Equity ETFs ripping to new all-time highs today $EQRR We are getting ZERO questions about this and $XTL *The green circle is WHEN Hedgeye Nation engaged and bought it

@TheChiefNerd It might have something to do with reading scores.

🚨 MAMDANI: “The wealth of a median white household in the city is more than $200,000, while that of a black household is less than $20,000 … We are reckoning with the long history of racism here and starting to act upon a framework that puts equity right at the center of it.”

@ianmiles Old news. This guy trying to goose the stock.

Lisa Su just dropped a massive reality check on the state of the AI hardware scramble, and the sheer scale of what is coming is wild. If you asked her six months ago, demand was just "strong." But now? The entire landscape has shifted into absolute overdrive. She specifically noted that in the last 60 to 90 days, there has been a massive acceleration, especially when looking at the forecasts and demand patterns for 2026. The most insane takeaway is her blunt assessment that "there's not enough compute out there for everything that wants to be done." It is a complete bottleneck of global ambition versus available silicon. What is really flying under the radar here is that this isn't exclusively a GPU story anymore. The desire to ramp compute quickly for heavy AI enterprise workloads is actively pulling massive CPU content right along with it. The demand is practically insatiable across the entire board. The heavyweights are scrambling, the trenches are fighting for allocation, and the hardware supercycle is officially accelerating to a whole new level.

@talk2anuradha It’s called a savings and investment account.

> 45 years old > working at Oracle > kids in school > paying home loan every month > wife & parents dependent > gets fired over an email at 6 am Paid 50-60% taxes all his life, yet not a single govt helpline number where he can call to get some help. A ZERO safety net system!

@SchwabNetwork @StocktonKatie Do buy or sell tomorrow?

Fairlead Strategies Founder @StocktonKatie says she is “not entirely convinced that the correction has run its course” for the S&P 500, as momentum points to the “downside on an intermediate-term basis.” She also takes a look at technical patterns in Mag 7 names that “enhance the possibility this is more of a prolonged corrective phase.” For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

@bespokeinvest Statistically meaningless.

The Nasdaq enters the week down 10 of the last 11 trading weeks. Red dots on the chart below show the prior four times that’s happened (it has never been down 11 weeks in a row). Thoughts?

@SecWar Unfortunately the warriors of Vietnam were fighting for corrupt South Vietnam politicians, egomaniacal U.S military leaders and US presidents that were lied to.

We will forever honor and remember the warriors of Vietnam. They wore the uniform. They fought valiantly. We will ALWAYS REMEMBER their sacrifice.

@MerlijnTrader Jesse Livermore died broke.

BITCOIN IS FOLLOWING A 100-YEAR-OLD TRADING PATTERN. Jesse Livermore mapped this structure in the 1920s. BTC has followed every step perfectly. Above $70K: next leg confirmed. Below $60K: accumulation extends. A century later. Markets still move the same way.

@norveclifinance Since Google has developed an algorithm that can reduce their memory demand by a factor of six, perhaps Micron should inform them that memory shipments will be diverted to those who aren’t so smart!

Let’s look at Micron with actual data: March 11 Short: 26.56% → $MU +4.7% March 13 Short: 28.12% → $MU +5.1% March 16 Short: 27.81% → $MU +3.6% March 17 Short: 29.74% → $MU +4.5% Clear so far: low short = strong upside. Then everything changed: March 19 Short: 44.95% → $MU -3.7% (despite strong earnings) March 20 Short: 41.37% → $MU -4.8% March 23 Short: 41.43% → $MU -4.3% March 24 Short: 42.18% → $MU -2.1% March 25 Short: 42.87% → $MU -3.4% From 26.56% → 42.87% +16.31 pts ~61% increase in short pressure The pattern is obvious: Low short → natural price action High short → aggressive suppression This is not normal selling. This is pressure using borrowed shares. But there’s a second phase: Those shares must be bought back. When that happens, the move higher won’t be gradual. It can be violent. $MU #Micron #ShortSqueeze #AI #Semiconductors #HBM #Memory #Stocks #Investing #StockMarket #WallStreet

@RyanDetrick Statistically meaningless.

Small sample size, yes. Still, last year saw the S&P 500 down more than 15% YTD at some point and finished the year up more than double digits. We called this a slingshot year. The other three times that happened (1982, 2009, and 2020) saw the following year up at least double digits each time and up 19.0% on average.

@it_unprofession Remember the definition of an expert is a guy 200 miles from home.

We hired a consulting firm to tell us why our profits are down. They sent three 24-year-olds wearing vests. They spent two months interviewing us about our own jobs. Then they put our answers into a PowerPoint presentation. They charged us $250K for this privilege. During the final readout, one of them used the phrase synergy optimization without blinking. I looked around the conference room. Our CEO was nodding like he just received the Ten Commandments. The grand conclusion was that we need to increase revenue and decrease costs. I could've told them that for a gift card to Panera. But nobody listens to the guy who works here. You only listen to the guy who flies in on a Tuesday. I'm updating my resume to include synergy optimization. It feels like the right move.

@DHSgov Most government workers are democrarts.

Democrats are forcing TSA officers — like single mother of three Tatiana — to work without pay. She is struggling to pay her bills, pay her rent, and afford food for her family. Enough is enough: Democrats must end the DHS shutdown.

@RandPaul The longer Rand Paul is in congress the less sense he makes. Other law enforcement officers are not targeted, doxxed, threatened and endangered as are ICE agents.

One compromise/ reform that could end the standoff of DHS funding: ICE agents henceforth won’t wear masks in any situation where other law enforcement officers don’t wear masks, courthouses, the streets of our cites, etc. Masks are reserved for the lawless zone along the border where the cartels dominate.

@BarbellFi Because you loose 3% a year because of inflation if you are lucky in addition to the taxes paid on the income.

20 Year Treasury yield now up to 5% You can buy $1 million of these bonds Collect $50k/year for 20 years Pay no state and local taxes Then get $1 million back in 20 years Why aren’t more people doing this? 🤔