Dan Hustles

Until now I was a more or less quiet listener on X. Now since I strongly believe I found a stock which the X community hasn’t pointed out yet, I have the urge to do exactly that. Just today I opened a position in AGC Inc. ($5201). Check out my first and quick article on the matter. I will dive further into this in the coming weeks. I am really curious how folks like @aleabitoreddit and @jukan05 whose research I highly appreciate and recommend, didn’t point this out yet. Maybe I’m missing something? Let me know.

@Liminaltime Next earnings could be the catalyst to really move things into new heights.

How is the market still so sceptical about memory $MU $DRAM yes I know because of history. Maybe P/E is in the 100s wouldn’t be justified, but under 10.. cmon.

@colin_gladman You had your chance, now slow and steady. Hitting 1k $ after earnings ;)

@DanHustlsAround Nope

Overall I think $MU comes to 650-680. That’s what I’d be looking for currently.

Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL

@Mr_Derivatives I would’ve not been surprised to see a further run up with this projection backwind.

$MU almost -20% from the ATH’s now. I mean no one should be surprised given the monster run up..

@ConsensusGurus I guess we gotta wait til the next earnings before were getting a higher PE ratio.

Micron $MU back below 6.5x next year's earnings

@hamids It’s seems like the market is preparing for a disaster.

2 days, before $NVDA reports. The greatest revenue growth (at scale) in history! What will Jensen say about memory and $MU? (data from EarningsHub .com)

@colin_gladman Haha touché, not there yet tho. Are you adding already?

@DanHustlsAround Great call buddy.

@DeepValueBagger Strongest Q report is yet to come.

And we are green again $mu

@jukan05 Didn’t serenity already point this out?

My friend GSR wrote a really good piece. He found a new bottleneck. The market is overly focused on indium prices, but the more structural bottleneck in the InP supply chain is qualified high-purity phosphorus. NCI and Rasa are key Japanese suppliers of red phosphorus for InP feedstock, or 6N/7N high-purity red phosphorus. Once again, obscure Japanese companies I had never heard of are controlling the bottleneck lol. This material is not just a simple commodity input. It is a process-sensitive material directly tied to crystal growth yield and qualification.

@IREN_Ltd @nvidia Are you also getting your memory through the NVIDIA deals or how are you securing enough memory to get your DCs online?

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads. iren.gcs-web.com/static-files/9… nvidianews.nvidia.com/news/nvidia-an…

@CharlieYouakim @sezzleinc Just a random thought, are there any plans to go to Europe when you won more and more market share in the US?

For all the @sezzleinc ($sezl) investors out there a quick overview of the quarter for you all!

@MarcalCarbo Yeah, makes you feel he’s authentic.

$SEZL Love this close approach

@Ren_aramb @ParadisLabs Ok turns out the P/E could be a lot lower than this.. if they can hold the 50% market share.

@Ren_aramb @ParadisLabs P/E of over 5000 I really don’t understand how you rate these players. They’re a 2-3 $US bln company. Even IF they get the entire market they will still be expense with an 125 p/e, what am I missing?? Seems I’m dumb.

This is an excellent representation as to why I’m so bullish on many Taiwanese CPO names. In particular FOCI (3363.TWO) stands out for FAU. We all know by now that Goldman Sachs mapped the CPO supply chain at a $97B TAM by 2028. As @ParadisLabs breaks down the report: ——————————————————— CPO 2026-2028 TAM of $97B: 1.Optical engines & FAU: $60.99B 2.Fiber cable & MPO: $20.71B 3.ELS: $10.83B 4.Shufflebox: $4.21B Then looking at how that ramps over the years: > 2026 - 1% > 2027 - 26% > 2028 - 73% ——————————————————— So why FOCI? FOCI is confirmed sole FAU supplier for TSMC COUPE Gen 1 and Gen 2 per Ming-Chi Kuo supply chain checks and Tianfeng Securities. Mass production H2 2026 with AMD as first adopter. The exclusivity window is Gen 1 and Gen 2. The nuance: Gen 3 opens to competition. The COUPE exclusivity is specifically TSMC’s architecture, not every NVIDIA FAU application. Since I began trading I’ve tried to positioned myself accordingly to what should be the next bottleneck and then let it play out. Memory > CPU > Photonics The up and coming theme is CPO. I might not be right or on time but I’ll try to be early. Bullish FOCI (3363.TWO) NFA

@jukan05 I wonder at what point prices are so high that customers just don’t buy anymore, or not as much.

“Samsung Strike Fears Pour Fuel on Already-Burning Prices”… Memory Surge Cycle Set to Run Longer With a strike at Samsung Electronics’ DS (Semiconductor) Division becoming increasingly likely, observers say the labor action could serve as a second catalyst that further inflames DRAM and NAND flash prices, which are already on a sharp uptrend. Major market research firms have previously forecast that memory contract prices will post their largest-ever quarterly increase in Q2. Analysts warn that the supply-side risk from a strike, coinciding with the cycle’s approach toward peak, could amplify the shock to the market well beyond current expectations. According to industry sources on the 15th, a scenario is emerging in which strike risk at Samsung Electronics’ semiconductor union delivers a second shock to this year’s memory pricing cycle. Until now, domestic and overseas market research firms and investment banks had projected that DRAM and NAND prices would peak in Q3 before gradually stabilizing from Q4 onward. The breakdown in Samsung’s labor-management negotiations, however, has introduced a new variable. After Samsung Electronics’ semiconductor union rejected the company’s proposal for additional negotiations the previous day, the situation has effectively moved toward strike action. Samsung’s major semiconductor customers are reportedly already taking pre-emptive steps to mitigate the risk. “Regardless of whether the strike actually happens, the current situation itself is already acting as a psychological driver pushing DRAM and NAND prices higher,” a semiconductor industry source said. “It is making Big Tech firms and PC and smartphone manufacturers — already struggling with memory shortages — even more anxious.” According to earlier reports from major foreign media, Samsung semiconductor customers including Apple and HP have inquired about the impact of a potential strike, while HBM (high-bandwidth memory) customers are also closely watching for developments. Samsung Electronics has been attempting to reassure key customers by stating that “there will be no supply disruptions,” but some customers remain concerned about production setbacks and further upside in DRAM and NAND prices. Kim Dong-won, Head of Research at KB Securities, characterized the situation as “pouring fuel on an already-burning market.” The global memory market has entered a “structural supply cliff” phase, in which supply cannot keep up with demand amid an explosion in AI infrastructure spending. A significant portion of DRAM output from Samsung Electronics and SK hynix has been allocated to HBM for AI servers, reducing supply of commodity DRAM and NAND. On top of that, U.S. hyperscalers are now offering large prepayments to secure capacity for AI datacenter buildouts. According to KB Securities, if 30–40% of union members participate in the strike, the global supply disruption is estimated to reach 3–4% for DRAM and 2–3% for NAND. While these percentages may appear modest in absolute terms, experts argue that under current undersupply conditions, they could act as a decisive catalyst to drive prices sharply higher. Global DRAM inventory currently stands at only 4–6 weeks of demand. This could extend the peak phase of memory prices well beyond previous forecasts. Major overseas investment banks and market research firms had built their supply-demand outlooks around the assumption that DRAM and NAND prices would peak in Q3 before gradually stabilizing from Q4. But if the Samsung semiconductor strike materializes, the peak could be pushed beyond Q4, potentially having an additional pass-through effect on consumer prices. TrendForce projects that the memory supply shortage will persist through 2027.

Looks like this run is going to continue soon. $MU $DRAM

@fundstrat Stable coin is supposed to launch in H2 2026. And hopefully a smart contract infrastructure will follow. It’s about time EU.

$ETH is the settlement layer of the future

@EndicottInvests @trevhesinvests Yeah where the deals at.

@trevhesinvests $IREN needs another deal first

$NBIS has been on a generational run this year... Is $IREN next?

@jukan05 Wasn’t $MU CEO also in China?

Why Nvidia’s stock is rising now: imports of the RTX 5090 and RTX Pro 6000 have been approved in China, and sales are now underway. $NVDA

@amitisinvesting Thing is, it’s forward P/E is lower than any other stock you’re holding.

my general take on this question around fomo is pretty simple “should I buy $MU at $800?” well, if you buy it here and are not ECSTATIC to buy it 20-30% lower on a dip, then you should not give into the fomo being on the sidelines of a trade is so much healthier than thinking you have to chase it buying at ATHs means you are acknowledging that you want to be part of the story but the risk outweighs the reward so you HAVE to accept being ready to DCA fomo happens when you buy something just to buy and then if it dips, you have no idea what you bought so you buy high sell low any fomo buy should be rooted in accepting it is a chase and then being ready to average down in case it collapses or, just don’t chase a name that you missed and be okay with missing it it doesn’t have to be so mentally draining, there many opportunities in the market beyond the names that capture most attention and not being part of them AND not taking the risk of being part of them is okay