CF
1.2K posts

CF
@CFan6888
Engineer. Tesla shareholder since 2018.




Look at this insane bubble in memory stocks. Surely it has to pop at any moment?

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…





@MarioNawfal For the US to offer a genuine deal, it has to accept this: Iran's going nuclear for energy coz oil won't last forever. To avoid weaponization, offer real guarantees: no attacks, lift sanctions & help stabilize the region.

🇺🇸🇮🇷 Rubio admits the power struggle inside Iran is between pragmatists and theologians: "There are those who understand they have to run a country and economy, and those completely motivated by theology. The hardliners are not just the IRGC, but the Supreme Leader and his council." The pragmatists can negotiate. The theologians can veto. And the Supreme Leader sits above both. This is exactly the fracture Trump referenced when he extended the ceasefire.





The UK will refuse U.S. requests to use British bases for strikes on Iranian bridges or power plants. UK officials argue these targets are civilian infrastructure and could make such attacks a potential war crime, so permission will not be granted. Source: The i Paper


FSD Supervised can reduce risk of hydroplaning Through Tesla Vision, your Tesla continuously estimates the wetness of the road in rainy conditions. Using that data + real-time vehicle input & response + estimated tire tread depth, it can then automatically change your speed profile to Chill & adjust speed as needed to help keep you safe



@pdotcv I have done a tour of duty at all of BigTech: engineers & designers have more autonomy here to execute than any place on Earth. In fact, the environment is the opposite of what you’re suggesting: the people most successful here are the ones most comfortable debating decisions.










