Mischievous Dog
656 posts
Mischievous Dog
@MarkTaylor672
There's so much in this world I do not want
Katılım Temmuz 2023
29 Takip Edilen57 Takipçiler
anybody wanna dm me the sandisk equivalent of the next 12 months?
Jeremy@Jeremybtc
Sandisk $SNDK has outperformed the top 5 major crypto assets in the last year. While everyone was focusing on $BTC and altcoins, $SNDK has moved from $33 to $1,400 in the last few months. This is because AI data centers needed storage and nobody was paying attention to who was selling it. Western Digital split the company off in early 2025 and suddenly Sandisk was the only pure storage play in the middle of the biggest AI buildout in history. Every AI model that runs needs somewhere to live and that's where Sandisk comes in. The biggest gains always come from the thing nobody is looking at yet.
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at the beginning of every crypto bull market to create wealth effect + bring back retail attention, you need:
- one crypto major to go parabolic
- one crypto meme to go parabolic
in 2017/18 it was btc & xrp
in 2020/21 it was eth & doge
in 2023/24 it was sol & pepe
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@joedab12 Maybe out of your realm but…
Any thoughts on $WKHS news, they teamed up with an energy company for customer service assistance for their expected growth? I could see these @Workhorse_Group trucks being useful around data centers and what not. this bottom for $WKHS seems solid.
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Well said brother-memory is a no brainer. I dont post much about $MU as I've been long since last spring but it's one of my larger holdings and more recently have added a TON of $DRAM to get skhynix and samsung exposure, even averaged way up today with another 1500 shares DRAM at 48.
I also like the fact that I can scale in/out of selling puts on DRAM easier than on MU given the share price is less than 10% of MU-hard to do 50 let alone 20 contracts on MU.
Halal Investor@_HalalTrader_
$MU With the photonic and cpu selloff today, are people realizing they’re already priced in short term? Only bottleneck not priced in is memory. Micron still at 6.5x PE with TAM expanding, and DRAM prices expected to 2-3x from here. This isn’t the time to be scared.
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@Rondo39644478 @ghostweb3 Same as ripple:native except $.0035 instead of $1.41
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@JD_WSKY @paulbarron What happens when they start moving trillions though? How fast will those Pennie’s stack up?
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@paulbarron This is great news and I love XRP but it's only burning a fraction of a penny. Bullish for adoption, not so much for price.
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Love it or hate it it’s happening
Mastercard@Mastercard
Today, Mastercard, @OndoFinance, Kinexys by @JPMorgan, and @Ripple successfully completed a landmark transaction connecting a public blockchain with interbank settlement rails. Together, we’re laying the groundwork for 24/7 global markets that never close.
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@ChadSteingraber They can’t take my $XRP memes!!! I have XRP NFT Toshinaka Ninjas protecting every last zerp. Much Honor.
@EmperorChing589
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Once XRP becomes a dependency by large institutions at scale, it will need to be contained by Liquidity Providers and the majority removed from public access.
They will not allow a retail market to be the source of assets.
They’ll take as much of it as they can.
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$MU $VICR $DRAM $AAOI $VIAV $VPG $OUST $LPTH
I was a semi/ai bull well before this, but this moment in december 2025 made me get even more agressive and ignore all nonsense bear porn. That and my conversations with @Heatonsr187428 about token demand early on-When they pushed up that 100b tam by 2 years from 2030 to 2028-it was a dead giveaway the capex numbers would surge way higher than any analyst expected prior. Tons of money has been made since.
Sometimes you just gotta keep it simple and focus on the big picture. Up MILLIONS since this day in December. Very grateful to have had the wisdom to be this focused on semis/ai and ignoring almost all other areas of the stock market for the past few years.
Joe@joedab12
$MU $NVDA $AVGO $GOOG $AMD $RMBS $LITE $TSM $VICR Micron was previously expecting 100b HBM TAM in 2030 and today they are saying 100b by 2028. If we applied 30% CAGR(its now accelerated to 40% CAGR) from the 2024 number to the previous 2030 target, that means they were previously expecting a 60b TAM in 2028. Now 2028 TAM is 100b or 66% higher than prior expectations. This is bigger than it looks at first glance, its way more than just "2 year pull forward."
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@LPrime2087 @mlmabc @linqtoinc @JohnEDeaton1 @cerebras That’s what I was thinking.
Why even have a liquidating trust if it’s going to act the same as a closed end fund?
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@MarkTaylor672 @mlmabc @linqtoinc @JohnEDeaton1 @cerebras The customer shares were considered assets against creditors….might be screwed
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Cerebras ($CBRS) can be traded on Hyperliquid as Pre-IPO Perpetual (IPOP) where it's currently trading around $300/share, implying a mid-$80B valuation.
app.hyperliquid.xyz/trade/xyz:CBRS
On Friday, Bloomberg reported that Cerebras is seeking to raise up to $4B in its IPO at roughly a $40B valuation.
Traders on Hyperliquid are pricing it at 2x what bankers are reportedly targeting.
Is this about to become one of the most successful IPOs of 2026?
Citrini@citrini
I think the $CBRS IPO is going to be very successful.
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@myfirstmilpod @chadjanis This is $QNT @quantnetwork
Add in $ZBCN @Zebec_HQ to setup the payroll side.
Boom!!
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Whoever builds this idea first is guaranteed a $1B exit in two years.
@chadjanis just sold Gruns to Unilever for $1.2B. Here is his next top-tier idea that he's giving away for free:
The problem: your paycheck hits your checking account, then you need willpower to allocate it. Put 10% in savings, pay bills, invest, whatever.
Most people FAIL.
The solution: become the distribution layer between direct deposit and your bank account.
Before the money hits your account, it automatically splits:
20% → taxes (sitting in money market until tax season)
25% → rent/car payment/bills
15% → investments
10% → savings
What hits your checking? $500 for groceries
You never see the full amount. You can't fail at budgeting because there's nothing to budget.
This works for businesses too. Founders want guaranteed profit extraction. VCs want forced financial discipline. Everyone buys.
The infrastructure exists and the market is waiting. The first person to build this is getting acquired in 24 months.
@thesamparr @ShaanVP
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@JohnEDeaton1 @linqtoinc @cerebras
Can someone explain what the process looks like for receiving shares/funds from the upcoming @cerebras IPO? I chose 100% Liquidating Trust via the @linqtoinc bankruptcy.
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Now that $ZBCN is a part of the Top 100 on @CoinMarketCap , it is no longer a microcap outlier but a mid tier asset.
This means liquidity and visibility are meaningfully higher, which attracts more attention and amplifies volatility…
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@kwok_phil Who issues the token?
Please explain as if SEC issues Shares.
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the most valuable startups today.
spacex, openai, anthropic…
are ones retail never had access to.
ever.
tokens change this.
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Hmm I wonder if there was a small cap company with a patented material targeting this exact problem(among others) who just got definitive silicon data in a world class fab with the help of an installed customer and a world leading epi tool maker. Damn I would really invest in such a company if it existed, especially if the market cap was around $300m or so LOL .
Tech Fund@techfund1
Leading Edge Semi Shortages - a deep dive techinvestments.io/p/leading-edge…
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@akafaceUS I’d be holding a knife and falling over from vertigo!! Uhoh!!
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@AnthropicAI Does this involve @cerebras since Amazon has a deal with them as well? Their IPO next month is going to be huge!
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@andrewdfeldman The news drops yesterday of the upcoming IPO, the CEO posts on X the next morning, and 3 hours later it only has two comments and 20 likes. We are so f’ing early!!! So excited for @cerebras
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Another weekend.
Another airport.
With the world's fastest inference.
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@JohnEDeaton1 With the recent Cerebras IPO news, would you please explain how the transfer of shares will work for those who bought using @linqtoinc and selected the Liquidating Trust option? Thank you for your service!
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At GTC, we saw the crumbling of one of @nvidia most enduring moats.
It was a perception moat.
It was the perception that GPUs were all you need for AI.
Nvidia paid $20 billion for Groq. Acknowledging that for fast inference, the GPU alone couldn’t get the job done.
Nvidia’s newly announced inference solution requiring 5 distinct systems, comprised of CPUs, GPUs and LPUs, makes it clear that the GPU isn’t enough for fast inference, and put a stake through the heart of the notion that all you need for AI is the GPU.
What happened?
👍 Agentic coding took off.
👍 The market for chat is limited by the number of internet users.
👍 But coding tools are different. They are billed by the token and developers are using more all the time.
👍 Coding agents need fast inference - speed, measured by tokens per second per user.
👍 When inference is fast, developers are more productive, they ship faster, which in turn, generates more revenue.
Nvidia said in the keynote: “Fast tokens are smart tokens and valuable tokens.”
I will add the corollary. Slow tokens are not so smart tokens, and not so valuable.
Cerebras is the fastest inference hardware in the world.
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