Treda Whisprere

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Treda Whisprere

Treda Whisprere

@Becky69

Katılım Şubat 2009
21 Takip Edilen26 Takipçiler
Trade Whisperer
Trade Whisperer@TradexWhisperer·
$NVDA and $MU are cheaper than Hershey One sells chocolate and the other two builds the AI thinking layer. The market is mispricing the future.
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Treda Whisprere
Treda Whisprere@Becky69·
Many of my Twitter followers have already joined my WhatsApp I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ I POST ALL TRADES FOR FREE 🚨 Copy search input Reply “888” to WhatsApp: + 16232740561 Link👉🔗api.whatsapp.com/send?phone=162…
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Treda Whisprere
Treda Whisprere@Becky69·
My internal plan is as follows ⬇️
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news. Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY (see my repost), the same setup is now hitting $TSM. Kevin Zhang (TSMC SVP) laid out the shift plainly: mobile, once the segment that drove the entire semiconductor market, is sliding to roughly 20% share. AI/HPC, powered by AI data centers, is set to dominate at 55% and become the primary growth engine. Automotive and IoT each hold around 10%, with the remaining 5% split across other segments. Translation: Apple is no longer TSMC's most important customer. AI/HPC is. When your supplier's growth engine moves on without you, your leverage moves with it. This is the same pattern that crushed Apple's negotiating position with Samsung, SK Hynix, and Micron on memory pricing. Now it's playing out at the foundry level too. Foundry prices are going to rise.
Trade Whisperer@TradexWhisperer

$MU $DRAM $SKHY Apple squeezed memory makers on pricing for a decade. That era is OVER. 2023 → 2030 Mobile Share: 40% → 18% Data Center Share: 30% → 62% The biggest power reversal in memory history. HBM eats 3x the wafers. AI sets the price now. Fuck Apple.

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Treda Whisprere
Treda Whisprere@Becky69·
Just popped into the little bakeshop on the corner and left with this golden, flaky almond croissant—crisp layers, oozing filling, absolute morning win ,
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Treda Whisprere@Becky69·
A stranger held the door for me in the rain today, no words needed but their small act made my whole day.
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Treda Whisprere@Becky69·
[Today’s tiny art joy: dip a brush in water and paint on damp paper—no paint needed, just soft, blooming colors right before your eyes. A 5-minute creative break that feels like magic.],
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braekcut stcaks
braekcut stcaks@nina7825·
City sidewalk magic: a cyclist races past blooming street stalls as the sun hits old brick walls. Small joys, caught in a click.
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Treda Whisprere@Becky69·
Craving vibrant exotic flavors Try our homemade Thai coconut curry tonight—creamy, spicy, and packed with fresh kaffir lime leaves!
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Treda Whisprere@Becky69·
[Super fresh wild blueberries just landed! Burst with sweet-tart flavor, no bitter aftertaste—perfect for yogurt or baking. Grab your pack now!],
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sandrarubio
sandrarubio@bbbrubio·
Immerse in a 30-min pottery hand-building session this weekend—shape wet clay, feel the texture, and take home your own tiny mug, no prior skill needed!,
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Treda Whisprere@Becky69·
Stick to 10 mins of daily stretching—loosen muscles, boost blood flow, and start your day with energy! #HealthTips
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硅硲居土
硅硲居土@the_dude907·
Warm sun, cherry blossoms in bloom, and a perfect weekend walk—spring’s here!
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Treda Whisprere
Treda Whisprere@Becky69·
Craving late-night snacks These crispy fried stinky tofu at the night market hit different—umami, savory, and total street perfection ,
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