
“DRAM is going to be 30–40% of all hyperscaler capex next year. That’s hundreds of billions of dollars going straight into DRAM. It’s wild.” — Gavin Baker
TraderMir ✮
59.9K posts

@OptionsMir
Options Day & Swing Trader | TA + Macro | Nailed 2023–26 bull market | Fat pitch GRAND SLAMS & real member results | Discord 👇 | NFA 📈

“DRAM is going to be 30–40% of all hyperscaler capex next year. That’s hundreds of billions of dollars going straight into DRAM. It’s wild.” — Gavin Baker





watching $SNDK hit my 1300 temporary support ⇨ don’t be surprised if this entire overnight decline in the S&P 500 gets erased $SPY 745 ⇨ 748



$SNDK low of day: 1324 ⇨ 1467, 1500 next large test for the degens


Dario Amodei, CEO of Anthropic, witnessing China unveil their new powerful AI model that surpasses his Claude Opus 4.8 across all benchmarks, matches Fable 5 in performance, it runs at one-eighth the cost, and is completely open source. Completely destroying his business model. 😂😂😂







