Jav787

13.4K posts

Jav787 banner
Jav787

Jav787

@Jdrod83

Following the white 🐰🇵🇷 Fascinated by the merging of tradfi/crypto CC etf enthusiast

305 787 Katılım Mayıs 2012
3.5K Takip Edilen2.1K Takipçiler
Jav787 retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The White House announces multiple US-China trade deals and developments following President Trump's meeting with China's President Xi. Details include: 1. China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals 2. China has approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines 3. China will purchase at least $17 billion per year of US agricultural products in 2026, 2027, and 2028 4. China has restored market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings 5. China has resumed imports of poultry from US states determined by the USDA to be free of highly pathogenic avian influenza President Xi will be visiting the White House this fall.
English
372
673
6.7K
744.6K
Jav787
Jav787@Jdrod83·
@nicaqs Got the Jun18 $10 call a few days ago waiting for this breakout LFG!
English
1
0
1
41
Jav787
Jav787@Jdrod83·
@ShardiB2 @SignaTrading knew this. NVDA been on top bullish trades all week (for the past few weeks really lol). Calls should print tomorrow. 👌🏼
English
2
0
1
200
Jav787 retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Nvidia, $NVDA, CEO Jensen Huang is onboard the Air Force One for President Trump’s trip to China. It was previously reported that Jensen Huang was not invited on the trip.
The Kobeissi Letter tweet media
English
312
533
6.1K
869.6K
Jav787 retweetledi
TrendSpider
TrendSpider@TrendSpider·
Tragic day for Sandisk $SNDK holders Down nearly 10%, all the way back to where it was 2 trading days ago
TrendSpider tweet media
English
66
51
895
73.5K
Jav787
Jav787@Jdrod83·
@ShardiB2 Delay conflict resolution, gov gets more war spending, printer goes brrrrr.
English
2
0
1
198
Jav787 retweetledi
Don’t Follow Shardi B If You Hate Money
I blame this all on $MU We are going to start talking about things in shares of $MU like we used to $BTC lol 400k for a G Wagon SMH Newsletter out tonight, Follower Code for free @SignaTrading just went out JOIN TODAY, it's literally the most ridiculous deal in trading for $17 a month IMHO, unless you hate money ofc
Don’t Follow Shardi B If You Hate Money tweet media
English
9
3
88
16.9K
Jav787
Jav787@Jdrod83·
@AltcoinDaily I had turned notis off, this was my sign to unfollow. 😂😂😂 What a load of bs.
English
0
0
0
26
Altcoin Daily
Altcoin Daily@AltcoinDaily·
In 10 years 10,000 $ADA may buy you this.
Altcoin Daily tweet media
English
567
144
1.7K
177.9K
Jav787 retweetledi
Don’t Follow Shardi B If You Hate Money
Really no reason to sell
Trade Whisperer@TradexWhisperer

$MU $DRAM $SNDK Let me break this Morgan Stanley's chart precisely. The blue bar is what the industry can produce by 2027 at current trajectory. The tan/beige bar on top is the incremental DRAM demand that Agentic AI specifically adds by 2030 on top of that 2027 supply baseline. Lower bound: Agentic AI adds 26% more DRAM demand on top of 2027 supply. Meaning even in the conservative scenario the industry needs to produce roughly a quarter more than everything it can make by 2027 just to meet the additional Agentic AI driven demand by 2030. Upper bound: AI adds 77% more DRAM demand on top of 2027 supply. Meaning in the bull case the industry needs to produce nearly double what it can make by 2027 just to meet AI demand by 2030. Mind the mid-point: ~52%. That's huge in just a few years. This is incremental demand on top of everything already projected. Morgan Stanley is not replacing the existing DRAM demand forecast for 2030. They are saying Agentic AI creates an additional 15 to 45 exabytes of demand that did not exist in prior models. Extraordinary. Why? The industry cannot simply flip a switch and produce 77% more DRAM by 2030. HBM alone consumes 3 to 4 times more wafer space than standard DRAM per gigabyte. Supply takes years to build. Fabs take 3 to 5 years to come online. Morgan Stanley is essentially saying it is a structural gap that widens every year through 2030. 2031 to 2040 is the decade that matters most to me. The race for Artificial General Intelligence. Think about what AGI actually means. Not a smarter chatbot. Not a faster agent. A system that thinks the way humans think. Learns the way humans learn. Remembers the way the best human minds remember. A true AGI does not forget your conversation from yesterday. It does not lose context from a week ago. It builds on every interaction. Every piece of information. Every relationship between ideas. Continuously. Permanently. That is near infinite context. And near infinite context requires near infinite memory. The 15 to 45 exabyte DRAM demand Morgan Stanley projects for 2030 is the appetizer. AGI is the main course.

English
14
4
151
27.3K
Eric Balchunas
Eric Balchunas@EricBalchunas·
My theory: Because The Big Short made top calling cool. Just as the movie Wall Street made being a Master of the Universe cool (for a while). If Chris Nolan made a film starring DiCaprio or Gosling about an FA who wins by ignoring headlines and staying long you’d see more optimistic takes.
English
26
13
433
51K
J.C. Parets
J.C. Parets@JC_ParetsX·
Why do people keep comparing today’s market to 1999-2000? I’ve genuinely tried to find the similarities and I’m struggling. Can anyone explain the top conspiracy theories behind why this is supposedly the same environment?
English
199
11
424
281.5K
Jav787
Jav787@Jdrod83·
@Mappy6984 Is there a class action on the restaurant I can sign up for?
English
0
0
0
6
NRM84
NRM84@Mappy6984·
How to absolutely ruin a of piece of meat
English
3.8K
1.2K
29.9K
3.1M
Don’t Follow Shardi B If You Hate Money
How you doing? Still waiting to join us at #teamshardi? So silly.... I'm changing lives here and giving you tools to do it with @SignaTrading at no charge because I WANT TO SEE YOU WIN!!! You don't get a 95% hit rate without making a ton of money Join the team, hit the purple sub button.
Don’t Follow Shardi B If You Hate Money tweet media
English
21
1
181
13.6K