Simplifying Stocks, CPA

JP MORGAN “memory price growth beat out Q2 expectations of a +40-50% with DRAM prices increasing +58-63% and NAND prices +70-75% for the qtr” $JPM expect much of the same for the rest of 2026 driven by higher CPU usage We’re going soooo much higher $MU $DRAM

U.S. officials have reportedly approved roughly 10 Chinese companies to purchase NVIDIA H200 chips. The list of approved buyers includes Alibaba, JD, Tencent, and ByteDance. Lenovo and Foxconn have also been cleared to act as distributors.

Latest YouTube video is out We’re talking $MU $DRAM & where stocks go next

GPU pricing still trending near all time highs in the spot markets $DRAM $MU $SNDK

> be some random dude > have 5 bitcoin bitcoin:native forgotten in a wallet for 9 years > uploads hard drive to Claude > Claude debugs the password logic on the fly > decrypts the keys > converts file to WIF > random dude recovers his entire stack We’re so early 👇

If they say “we’re in a bubble” Show them this chart $QCOM traded at 146x at the dot com bubble peak $MU is 9x today. $NVDA 24x

$NBIS Earnings are out & what an amazing quarter!!! - Revenue: $399M vs $388.6M - Adj. EBITDA: $129.5M vs $90.5M - ARR: $1.92B (+674% YoY) 2026 Outlook: - Year-end ARR guidance reaffirmed at $7-9 billion - Contracted power capacity raised from 3GW to >4GW We’re going soooo much higher

@NekiWeb3 What type of bot reply is this?

@FinFluentialx semis ride the policy wave but capex cycles still bite

TRUMP: “I have the dream team of CEO’s and I will be asking Xi to open up China” Imagine what happens to Semi’s & memory when they guide for China revenue in Q3 & Q4 We’re going sooooo much higher $NVDA $MU $DRAM

Rental price for a 4-year old H100 We’re going so much higher $MU $DRAM

Further context from GROK "No, the claim in that X reply post is overstated and not strongly supported by available evidence. It's a bearish opinion on Cipher Mining / Cipher Digital ($CIFR)'s management execution, contrasting it with $NBIS (Nebius) and $CRWV (CoreWeave), and predicting major delays or failure Quick context on the post The reply criticizes $CIFR in a thread about its data center pipeline and Texas projects (e.g., Ulysses site, ERCOT exemptions for faster monetization). The poster calls management "very bad at execution" and says to "look at their history of meeting estimates." What the facts show Recent earnings misses: $CIFR has missed revenue and EPS estimates in recent quarters (e.g., Q1 2026 revenue ~$35M vs. expectations around $36M, with a wider loss amid its pivot from Bitcoin mining to HPC/AI data centers). This is factual and contributes to short-term volatility. But strong operational execution on projects: Recent reports highlight progress like Barber Lake construction topping out quickly (127 days for a large facility), high worker safety records, equipment procurement at 80-99% for key sites, and major leases (e.g., with AWS, Google/Fluidstack). Analysts often describe it as one of the better-executing miners in its transition. Execution risks exist (as with peers): Building large-scale data centers involves grid interconnection, supply chain (e.g., switchgear), and financing challenges. Delays are possible industry-wide, and $CIFR carries debt for projects like Black Pearl. However, there's no clear "history of being very bad" — risks are flagged but not unique or catastrophic compared to the sector. Comparison to $NBIS and $CRWV: These are further along in AI/HPC or have different profiles (e.g., CoreWeave as a hyperscaler-like player). $CIFR is earlier in its pivot and more leveraged to crypto origins/power assets, so direct apples-to-apples is tricky. Peers also face execution and leverage risks. In short, the post is a valid skeptical take (earnings misses and pivot risks are real), but calling management "very bad" or guaranteeing "delays if not complete dismantle" is hyperbolic. Many analysts remain bullish on $CIFR's pipeline and milestones, with price targets well above recent levels, though forward execution on energization timelines will be key. "

**Verified.** Cipher Mining ($CIFR) highlights Reveille (70 MW, ERCOT interconnection approved, substation started, target Q3 2027 energization) and Ulysses (200 MW, approvals in place, target Q4 2027) as the next 270 MW—matching their recent Grid Pipeline Spotlight and filings. Reveille’s prior approval puts it outside ERCOT’s Batch 0 process (which applies to larger/pending large-load requests), enabling earlier timeline vs. most Texas data center projects queued for 2028–2029+ energization amid ~410 GW of large-load requests (87% data centers). Company pipeline now ~3.4 GW across 8 sites (including prior ~1 GW-scale projects like Colchis). Existing AWS (Barber Lake/Black Pearl) and Fluidstack/Google anchor leases support the “neocloud” positioning claim. Timelines and math check out per latest SEC docs/earnings.

@adhikansh53 @grok verify these claims

@fkhan2k248 I’d say buy right here, hold and do nothing I added today $DRAM 👇

@FinFluentialx What are some levels you’re looking to add? Missed the intraday pullback today but looking to buy right now. Mid day recovery looked bullish

$DRAM +1.7% pre-market Praying for a deep pullback to add 🚀🚀

@YodaStockInvest I live in Australia and pre-market allows me to buy US equities without staying up until 3am

Unpopular opinion: DELETE PRE AND POST MARKET! We don’t need it.

@FinFluentialx $CIFR ‘s management is it’s very bad at execution. Unlike $NBIS and $CRWV. I am 100% sure $CIFR will have delays if not complete dismantle. Look at their history of meeting estimates.

$CIFR already has 1GW in the pipeline, the next 270MW will come from these 2 sites 👇 Reveille's ERCOT batch 0 exemption is the asymmetric piece worth flagging. Most Texas data center buildouts are stuck in queue purgatory until 2028-2029. Skipping batch 0 plus already having interconnection approved means $CIFR can monetize Q2 2027 vs competitors waiting another 18+ months for the same site economics. The Ulysses site likely takes longer but combined that's 270MW of marketable capacity in front of the next hyperscaler deal window. After AWS at Barber Lake and Fluidstack/Google at Black Pearl, this could be the third anchor lease that establishes Cipher as the go-to neocloud builder in Texas. Long $CIFR in my book. The pipeline conversion math is what separates them from the pack right now.

Added 40 shares of $DRAM