legacy investor

There are still great opportunities in semis/hardware $WOLF - SiC glut clears on $1T AI/EV power $MU - HBM overcapacity; AI server demand $INTC - foundry delays end; 18a node MSFT deal

900+

@TrendSpider it was free

🚨 Micron has officially joined the $1T club, delivering one of the fastest $100B → $1T valuation runs the market has ever seen. Nvidia did it in 4 years. $NVDA Micron did it in 1... $MU

@PopRift link?

🚨 Atlantic Records is allegedly up for sale.

UBS raising $MU pt to... $1,625

@disneyjail Heard they call Tampa white Miami

Think mirror. It's going to be biblical

Mighty $MU

@LeadingReport Bc he knows that’s when the AI party stops

JD Vance considers abandoning run for president in 2028, per Daily Mail.

@HyperTechInvest Imagine knowing all this when the stock at $60

$MU CEO is saying the memory shortage is structural, not a normal cyclical squeeze The key reason is that AI demand is absorbing massive memory capacity, mainly through HBM, which uses far more wafer capacity than standard DRAM As memory makers shift production toward HBM, supply for DDR4, DDR5, automotive DRAM, smartphones, networking, and other segments becomes tighter The other important point is that new meaningful supply will not ramp until around 2028, even with Micron investing heavily in Idaho, Virginia, and New York. That means the market could remain short through 2026 and 2027 Other industry players are saying similar things. Nanya expects scarcity to continue into 2027, while SK Hynix has suggested the shortage could last until the end of the decade

@AkademiksTV no one listening to that westcoast nonsense cmon. ppl hate Drake bc they hate other people who are successful that enjoy drakes music. Plus ADOS still thinks they made rap and we all know it was Jamaicans

Who had the better album

@AntiFeminismAU her dad raised her right

Finally a based black woman.

$MU

@Verterex_Prop These thing get dusted by model Xs

I'm curious this guy in this video definitely used the paddle shifter well yeah? Because no wayyyy.

@PolymarketSport It’s time

🚨BREAKING: With San Antonio down 2-1, the NBA has assigned Scott Foster to game 4 of the Western Conference Finals tonight.

@RobinhoodApp international stocks ?

Tell me you invest without telling me you invest.

@BullTheoryio It’s over guys a twitter post and some screen shots are taking AI down

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE. Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works ? A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers. Look at the documented case of Microsoft and OpenAI. When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer. The tech giant is literally paying itself with its own money and calling it a sale. This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop. Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time. This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit. In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain. While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers. This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone. This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales. Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt. The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules. This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

@fitdaddy_ Just do the pulls ups big dawg

The Ultimate Dumbbell Back Guide: Grip Matters!

@EvaLovesDesign just a whole bunch of beef patties

World of dumplings

President Donald Trump at his rally in Suffern, NY yesterday: “Micron, boy, Micron is great…” Is this what the $MU whales were waiting for? 👀

$MU

@nypost Are you retarded it was a disk with sections. Read the book of Enoch. … Dummy

Ancient fossilized trees may finally prove Noah's Ark flood is true: scientists trib.al/2R7GeJp