GG | 🎰🎲

🚨 Brent crude oil just hit $119.50 a barrel, the highest price since 2022. Most people still don’t understand what’s actually happening. If you’re invested in the market, read this carefully because it matters. Brent was at $72 before the war started, so that’s a 66% move in under 2 months. The IEA released 400 million barrels from emergency reserves, it didn’t work. They called it the “largest energy supply disruption in the history of the oil market.” Bigger than the 1970s crisis that sent the world into recession. EVERYTHING moves on oil. Gas prices, food prices, flight tickets, manufacturing costs, shipping costs. Every single thing you buy gets more expensive when oil goes up. A 66% oil shock spreads into every corner of the economy. That’s how you get stagflation. Growth slowing down while prices keep going up. The Fed can’t cut rates into this, there’s literally no way out. This is the beginning of a cost-of-living crisis that most people are completely unprepared for.​​​​​​​​​​​​​​​​ If you want to know where WE are deploying capital, turn on post notifications this is very important. A lot of people will regret not following us sooner.

🚨 $MU Huge News for the Memory Industry Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0. For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed. It has begun

Just in: Samsung, after raising DRAM prices by 100% in Q1, is set to raise them by an additional 30% in Q2 (Etnews) * This increase refers to the average price hike across both high-bandwidth memory (HBM) and commodity DRAM, including server, PC, and mobile DRAM.