@investmattallen @Micro2Macr0 This means dont sell your memory stocks. Get it?
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Vanessa M
1.3K posts
Vanessa M
@GarfyGarfield
Data geek, music fan, AI enthusiast. 20+yrs of trading, 30+yrs b2b, mostly in semicon and consumer packaging. AI is a bubble in your dreams.
Earth Katılım Haziran 2021
1.1K Takip Edilen157 Takipçiler
Vanessa M retweetledi
$AMD CEO Lisa Su: “We’re in a massive 10-year AI buildout..and only 2 years into it.”
Goldman Sachs projects $7.6 trillion in AI capex by 2031
Morgan Stanley shows hyperscaler spending crossing $1T annually within a few years
This is very bullish for AI infrastructure stocks:
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@TradexWhisperer $MU is a trillion+ stock. It's got a critical bottleneck in a time that government is trying to keep American, American.
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$MU The re-rate is starting. $566 → $1000
$260, Not. Definitely Not.
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@TradexWhisperer maybe they meant the correction up is starting $1260. It has to be a typo.
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@Mr_Derivatives lol you short $SNDK only when 100% of the planet agrees to never short this.
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$SNDK going completely apeshit.
Wen do you short this stock?
At $1,500?
At $2,000?
At $2,500?
At $6,942.0?
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@ProblemSniper 9/10 happens the opposite to whatever the retail consensus is.
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I estimate we’re somewhere in the Jan-Feb 2000 melt up moment
The last stretch will be violent on the up and downside
zerohedge@zerohedge
*SK HYNIX SHARES RISE AS MUCH AS 11%, SK SQUARE UP 14%
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At this rate MFs are going to start thinking stocks only go up… and we know what happens when people think that. 😂
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@Simon_Ingari The more stupid you are, the better fit in corporate america.
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@NotA_Bull I am not selling till the market shows me some weekness. Made enough stupid decisions of seling too early…
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We just saw the best month since 2020.
Are you adding to your winners or waiting for a pullback?
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@NotA_Bull And it can remain overbought for longer than you think.
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@solo_levelingx PEOPLE WITH A LOT OF MONEY. It’s called institutions. Hint: they move the market. So you follow them, and not dumb retail money.
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Do people really enjoy being home all day, alone, without seeing anyone?
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@bucketshopcap Funny. I cant understand that at all. Idiocy on steroids.
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I can understand the desire to fade the semis trade, but I think it will end up being incorrect/way too early. 6-12 months from now (likely on the higher end) is prob more correct. Ramps and drops of course, but I’d probably add to semis on any sustained underperformance.
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@BullTradeFinder Is everyone getting paid to promote $DRAM ETF? Suddenly everyone and their mother promoting this.
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I feel like these ETF’s are always so late to the game
InvestmentGuru@InvestmentGuru_
The first Memory ETF just dropped — $DRAM Top holdings: → Samsung Electronics — 25.02% → $MU Micron Technology — 24.13% → SK Hynix — 23.61% → Kioxia — 4.98% → $SNDK SanDisk — 4.81% → $STX Seagate — 4.75% → $WDC Western Digital — 4.67% The AI memory arms race now has its own ETF HBM demand isn’t slowing down. Memory is the bottleneck. $DRAM gives you a basket of every major player in the space.
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