Bernz

@jack_c7345 @BullTheoryio Perhaps true but the original post said this development is going to crash Micron and I’m saying that’s a dumb take. Micron will abandon consumer business and rake in $100s billions profit next year

@BigBernard1990 @BullTheoryio I meant to say companies like Corsair are exploring the possibility of manufacturing their consumer rams using Chinese manufactured memory. Because the legacy memory makers are no longer allocating manufacturing towards the consumer market.

BREAKING: Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips. China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening the dominance of Samsung, SK Hynix and Micron. CXMT now controls 7.7% of the global DRAM market and YMTC already holds 11 to 13% of the global NAND flash market. CXMT revenue already exploded 719% YoY in Q1 2026 to 50.8 billion yuan ($7.4B), swinging from losses to massive profits. Chinese memory chips are often priced 15%+ below competitors, making them highly attractive for consumer PCs, servers, and storage devices. Corsair already testing DDR5 modules using CXMT chips, while other brands like Acer and Asus asking suppliers to source Chinese memory. China’s strategy is simple - flood the memory market with cheap DRAM and NAND chips, undercut competitors and capture global market share. Samsung adviser Kyung Kye hyun already warned memory prices could fall back toward low levels by 2028 if supply expands too quickly.

@StockSavvyShay This dude would sell his mom down the river for an extra dollar.

Chamath said $SPCX may be building “most important internet infrastructure project since the internet itself.” Thats why the IPO debate is so complicated since SpaceX may look expensive on traditional metrics but those numbers likely don't capture the full upside over the next decade. Starlink growth, Starship economics, satellite-to-mobile, government demand, orbital AI compute & convergence of space infrastructure with AI infrastructure are all bigger than what shows up in a clean multiple.

@StockSavvyShay Obviously he wants retail to buy his bag when he dumps on the IPO.. Chamath isn’t your fuckin friend morons.

@BMNRBullz Tom Lee is basically Cathy Wood at this point

🚨 TOM LEE CALLED S&P 7,300 BACK IN DECEMBER When the S&P was still in the 6,000s, Tom Lee said 7,300 was coming. Now we’re there. He still sees 7,700 by year-end, but says the easy part is over. Good news is now priced in. Mid year turbulence is coming.

@wilsonhlthcoach Didn’t the AHA send a lawyer to help protect food stamps/SNAP for candy? They are bought by industry

Well, well, would ya look at that. ACC and AHA are changing cholesterol guidelines again. The new guidelines recommend using "additional tools" so they can know when to be "aggressive in a patient's care." They're now recommending that people get a lipoprotein(a) and a CAC scan. Something they should've been recommending all along instead of blaming cholesterol and LDL. They also need to recommend a fasting insulin, A1C, and CRP. Maybe that'll be in the next "cholesterol guideline" rollout 🤷‍♀️ uhhospitals.org/blog/articles/…

@alexaaronlab How do you know it’s working if you don’t have appetite suppression? Could just be bunk peptides

Having a high appetite while being on a high dose of Retatrutide is one of the most underlooked and amazing phenomena’s in the peptide industry. Most people think appetite suppression is the entire goal, but retatrutide’s glucagon activity will increase energy expenditure and nutrient utilization beyond just “eating less.” In many cases, people are able to eat more, train harder, recover better, maintain muscle fullness, and still lose fat at a high rate. That’s a very different, and better, environment than traditional crash dieting where metabolism, performance, and energy all tank just to get lean.

@QuintenFrancois Stocks blowing out earnings on parabolic runs and raising guidance.. vs crypto.. a scam industry that produces no value.. where you putting your money??

I survived 2019. I survived 2022. But I honestly don’t remember sentiment ever feeling this dead while adoption keeps accelerating this hard.

@AmmousMD How about apoB? I lost 40 lbs of fat currently 179 and apob didn’t change at all 🤷‍♂️

No.

@NoLimitGains This dude is worse than Cathy Wood

Tom Lee says a bear market is coming later this year. Do you think he’s right?

@JackPosobiec @Cernovich Are you dumb? He started the war

When this deal is set in 60 days, this will lock in President Trump for the 2026 Nobel Peace Prize

@_9th_Life_ I tried dsip, Epitalon and pinealon 1 week each no effect on sleep. DSIP made me slightly drowsy but not huge difference overnight

Does DSIP actually work?

@leadlagreport Much better info than your Nvidia predictions!

All these GLP studies showing that they help reduce instance of cancer are missing the point. GLP peptides are doing that because they force people to eat less SUGAR. Sugar feeds cancer - literally. Fasting through autophagy feeds ON cancer. Few.

@HustleBitch_ Where’s all this magic footage coming from all coordinated?

🚨 PEOPLE ARE PANICKING AFTER SEEING WORKERS IN FULL CHEMICAL PROTECTIVE GEAR SPRAYING STRAWBERRY FIELDS — AND AMERICANS ARE EATING THIS A viral video showing workers covered head-to-toe in full chemical protective gear while spraying massive clouds of pesticide mist across strawberry fields is sending the internet into full panic mode. And now the footage is colliding with growing public concern over reports linking conventional strawberries to some of the highest pesticide residue levels in the produce aisle. For years, strawberries have repeatedly appeared near the top of consumer “Dirty Dozen” lists highlighting produce with detectable pesticide residues after testing. Viewers can’t stop pointing out the contradiction: • The workers are wearing respirators • Their entire bodies are covered • They avoid breathing the chemicals directly • Yet the strawberries still end up in grocery stores labeled “fresh” Now the comments are completely exploding: • “If they need THAT much protection, why are we eating it?” • “This looks like a toxic waste cleanup.” • “And they wonder why cancer rates keep rising.” • “Modern food production is becoming terrifying.” • “There’s no way washing removes all of that.” Others argue: • this is standard agricultural safety protocol • concentrated pesticides require protective equipment during application • and pesticide residues on food are regulated before products reach consumers But the footage is fueling a massive online debate about what’s really being sprayed onto America’s food supply… and whether people have any idea what they’re consuming long term. Be honest… if workers need respirators and full chemical protective gear to spray this stuff, what do you think it’s doing inside the human body long term? 📹: Instagram/flowerinspanish

@BullTheoryio @skymoneyvic

@BullTheoryio You think American systems are gonna use Chinese memory instead of tried and true systems? You can’t just swap out shit like that it affects performance.

@RICHARDFORUSA @HunterBiden Because he’s a pedo and the presidents son lmao

Almost seven years clean and sober. Not a victory lap. Just a fact. To anyone in the fight right now: it gets quieter. Not easier. Quieter. In the quiet, you find out who you actually are. That’s the part they can’t take from you.

@jack_c7345 @BullTheoryio Okay that’s not microns market anymore bud

@BigBernard1990 @BullTheoryio They're making ram for the average consumer personal computing bud.

@FerryYohanes @BullTheoryio Bot??

@BigBernard1990 @BullTheoryio A few words from the tech bros and trump will let the chinese ram into america. The interest of the capitalist always triumphs in america

@Singhlicious @InTheAssembly You were never in!

@InTheAssembly I am out of $IREN , but will check it again now or some others

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026. He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION. This is where the most important company in the AI economy is putting its money. Here’s the full list: OpenAI: $30 billion The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer. GLW Corning: $3.2 billion Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it. IREN: $2.1 billion AI cloud provider with one of the deepest power positions in North America. MRVL Marvell: $2 billion Custom networking chips that move data between GPUs at massive scale. LITE Lumentum: $2 billion Lasers and optical components for the fiber backbone of every AI data center. COHR Coherent: $2 billion Fiber optic transceivers that connect GPU clusters inside data centers. CRWV CoreWeave: $2 billion GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers. NBIS Nebius: $2 billion AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs. Whatever Nvidia is buying is where the money is going next. At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is VERY important. If you’re not following us yet, you will regret it later.

@AmarJamakovic @BullTheoryio Lmao America built the entire AI industry and America decides whether shitty Chinese memory goes into elite AI compute systems

@BigBernard1990 @BullTheoryio Who cares about Americans? They can keep paying 4x the market rate for whatever they want.

@DoodadDoctor @TomLeeTracker @fundstrat So he’s basically the male version of Cathy Wood?

@BigBernard1990 @TomLeeTracker @fundstrat He’s trolling/ ragebaiting. Last year he went viral when he said bitcoin will be at $1000,000.06 months from now outlandish. I guess he made it his personality/thing now.

TOM LEE SAYS THE SPACEX IPO WILL UNLOCK TRILLIONS OF CONSUMER SPENDING - SpaceX seeded at $50M is now worth around $1.7 trillion - LPs of the funds that backed it are about to get monetized - That wealth effect becomes a major tailwind for the consumer later this year