Lalar
1.2K posts
Lalar
@Lalarll
Digital hustler | Sport mind | Let’s grow together 🚀| Arsenal 🔴⚪️
Katılım Aralık 2024
189 Takip Edilen44 Takipçiler
Timely analysis from our SoSoValue researcher community.
Fellow researchers, share your investment views for a chance to be featured. 👇
JellyZ@JellyZhouishere
Memory stocks like SK Hynix and Samsung have recently pulled back more than 15%. What is the market worried about? 1. Fear of weaker DRAM demand from customers like Nvidia. Nvidia's Rubin NVL72 is reportedly set to cut total DRAM capacity per rack from an originally planned 55TB to 28TB, while memory per cabinet may drop from 192GB to 96GB. The market has read this as a sign of weaker memory demand, triggering fears that the expected "volume and price upcycle" in memory may fail to materialize. But in our view, the market has overreacted. The reason for this adjustment is not weak demand — it's supply bottlenecks. First, due to tight allocation and extremely low packaging yields, SK Hynix and Samsung cannot supply enough 192GB memory modules to meet demand. To ensure every Rubin GPU has sufficient DRAM, Nvidia is proactively managing supply-chain risk by lowering memory per cabinet. Second, Nvidia's original reference specification was already very high, and the new architecture is highly flexible. Even with a reduced factory-shipped configuration, end users can still provision additional memory capacity through cloud providers if needed. So this adjustment does not materially change the reality of tight supply or the growth trajectory of memory demand. 2. Macro pressure: Fed / BoJ rate concerns and a heavy data calendar. Concerns are rising that the Fed may stay restrictive for longer and that the Bank of Japan may keep hiking. The remarks and policy stance of the new Fed Chair, Kevin Warsh, are worth watching closely. The upcoming U.S. CPI release on June 10 and the FOMC meeting on June 16–17 could further fuel risk-off sentiment. 3. A big prior rally, high expectations, and a market waiting for fresh catalysts. Memory stocks delivered a blistering rally in April and May. The market now needs fresh industry-specific catalysts to support further upside. The sharp sell-offs in Broadcom and Ciena after strong earnings reports are a case in point — which makes Micron's earnings on June 24 worth watching closely. In summary, June is a macro-driven month, but the fundamentals of SK Hynix and Samsung remain solid. Unless clear reversal signals emerge, investors can keep buying the dip in $SKHXUSD and $SAMSUNGUSD on @sodex_official and wait for macro risks to ease. sodex.com/join/JELLYZ #SoDEX #SoSoValue
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@instablog9ja Some people learn how to lie before they learn how to talk. Damn Shatta, you just took this lying thing to another level. You deserve a grammy for this lie.
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Why I don’t chase international shows like Burna Boy, Davido, others— Singer Shatta Wale explains, reveals he earns $1 million per show in Ghana
Ghanaian musician Shatta Wale has revealed that Ghana played the biggest role in his financial success, stating that he became wealthy through the opportunities and respect he receives in the country.
Speaking about his career, the singer said he has always seen himself as an international star and believes he can earn as much as $1 million in Ghana because of the country’s strong appreciation for music and entertainment.
“I didn’t get rich anywhere, I got rich in Ghana,” he said, explaining that he enjoys immense respect from political leaders, ministers, event organisers and fans across the country.
According to him, the treatment he receives in Ghana is comparable to the respect global music icons such as Jay-Z and Beyoncé receive elsewhere, adding that organisers ensure his shows are properly funded and professionally executed.
Shatta Wale said the earnings from performances in Ghana have enabled him to live comfortably for more than a decade, noting that some overseas offers do not match what he can make at home.
He added that when promoters in cities like London offer him between £20,000 and £30,000 for a show, he often declines because the financial returns are not as attractive as those available in Ghana, where he says promoters invest heavily in entertainment and reward artists accordingly.
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@instablog9ja Even his comrade standing behind him doesn't believe him. As a matter of fact, he doesn't even believe what is coming out of his mouth. His body language tells it all.
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“No Nigerian student can say they are not enjoying Tinubu’s policies; every student will vote for him in 2027” —Self-proclaimed student leader
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Lalar retweetledi
Introducing $Xeffy, Xeffy's utility token.
$Xeffy accelerates the mass adoption of RWA, Vault adoption, and the overall ecosystem within Xeffy, while playing a central role in providing incentives to the community that supports Xeffy.
Here's how they'll be allocated 👇
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Lalar retweetledi
@boye4christ2006 His market value/ transfer fee is not his net worth. Don't get it twisted!
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@boye4christ2006 ₦40 billion? How and when? The €30 million is his signing fee, and it will go to his old club AIK, not to his pocket. Will he get a signing bonus? Most definitely. But it would only be a small percentage of the overall deal. Stop spreading misinformation.
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This is an 18 year old Nigerian Zadok Yohanna footballer. In 2025, his net worth was 0 net worth , in 2026, his net worth is over 40 billion.
Don’t judge people by where they are today.
The same person you overlook now may become the one everyone admires tomorrow.
He’ll be playing for Brighton fc next season in the EPL
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Xeffy's roadmap has arrived.
It will be built based on this roadmap in 2026.
2026 Q1
- Website Launch
- Community Opening
- App Product Launch [Community]
- XAX Vault V1 Beta Launch
2026 Q2
- TGE Execution (Early June)
- User Information Update (Early June)
- App Product V2 Update
- XAX Vault V2 Update
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🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
app.akindo.io/wave-hacks/JBE…
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder
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SoSoValue@SoSoValueCrypto
🚨 Last Call for Wave 2 Builders Wave 2 of the SoSoValue AI Buildathon is almost closing. Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round. Updated products, new ideas, stronger demos — we’re ready to see them. Submit before the deadline 👇 app.akindo.io/wave-hacks/JBE… #SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder
QME
Any player here!!!
World Cup 2026@WorldCupMedia
Which player will you like to see lift the World Cup Trophy 🏆 and why? 💬
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@CHIZZY_BB @EllaNnabugo @africanBOSS_ @ForsterC57566 @Shafikalien @yinkaghost @BlacAFC @Mrsmissangy @xssmartg @UTDKOP @jackworldwide2 @PhoenixxEditz @chibuzowizdum For people weh no deh gree follow back....make ena no worry,me sef go buy blue tick soon
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If you’re serious about gr0wing your X acc0unt
Drop a reply below and I’ll connect with you🤗❤️💯
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