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San

@San_10101

^_^

Katılım Ocak 2022
91 Takip Edilen109 Takipçiler
San
San@San_10101·
@cantonmeow I would pay if the package comes with free hugs and kisses😆
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Citron Research
Citron Research@CitronResearch·
Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…
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Serenity
Serenity@aleabitoreddit·
I’m convinced that the people who charge $200 or $2000 just to see their stock picks. Do so just because their ideas aren’t good enough. Otherwise they would just go long on them with their own capital and retire. This is why they get mad when they see others sharing better ideas for free.
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San
San@San_10101·
@cantonmeow Same old same old over here!
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Danielle Smith
Danielle Smith@ABDanielleSmith·
BREAKING: A Presidential permit has been approved for a new bitumen pipeline that will initially deliver more than half a million barrels per day of Alberta oil to facilities and refineries throughout the United States. This project is a joint venture between two great Canadian and US companies South Bow and Bridger using existing assets. After years of advocacy from our government, and following the signing of the Canada-Alberta Energy Agreement last year, the federal government has lifted their oil and gas production cap. This means Alberta producers will be able to produce more of the oil that the world needs. It’s incredible to see that work already paying off with announcements like this. The US is our most important trading partner and we will continue to deliver energy to help secure North American energy dominance.
Danielle Smith tweet media
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San
San@San_10101·
@NASAAdmin God damn it Trump! Now I can’t unsee the ears 😭
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NASA Administrator Jared Isaacman
Congratulations to the Kingdom of Morocco on joining the Artemis Accords. Together, we’re building the future of exploration.
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San
San@San_10101·
@1back24ward The only thing that could trigger a short squeeze would be a hyperscaler deal!
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Duppy
Duppy@1back24ward·
What's $GLXY short squeeze territory? Who's got the heat maps?
Duppy tweet media
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San
San@San_10101·
@ChrisCamillo Apparently it’s impossible for people to have some patience and do nothing while the market does its thing!
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Chris Camillo
Chris Camillo@ChrisCamillo·
Loudest, dumbest market I’ve ever seen. Institutional capital the worst offender. Independent thinking is extinct. Alpha’s never been easier.
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San
San@San_10101·
@cantonmeow "Im right today so I have always been right and you always wrong! 6’4" btw"
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
"I am right and you are wrong." - Guy whose wife slept with Confucius last night
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San
San@San_10101·
@StonkChris Yup, once $BTC starts moving!
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Chris
Chris@StonkChris·
@San_10101 It will have its day...eventually
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Chris
Chris@StonkChris·
Could someone please tell me what the next $BE is going to be? Asking for a friend, but also please drop your high conviction pick in the comments below.
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San
San@San_10101·
@ChrisCamillo You guys gotta do more episodes! I for one really enjoy them!
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Chris Camillo
Chris Camillo@ChrisCamillo·
250K later… from Yahoo message boards to X same game, better room you got me here, thank you.
Chris Camillo tweet media
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San
San@San_10101·
@gurgavin I will invest $100!
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GURGAVIN
GURGAVIN@gurgavin·
JUST IN : CANADIAN PRIME MINSTER MARK CARNEY TO ANNOUNCE CANADA’S FIRST EVER SOVEREIGN WEALTH FUND THE FUND WILL BE CALLED “STRONG CANADA FUND” AND WILL FINANCE MAJOR NATIONAL INTEREST PROJECTS AND WORK ALONGSIDE THE PRIVATE SECTOR ANYONE WILL BE ABLE TO INVEST IN THE FUND
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
Give @chad_ventures a follow. The more I know about him, the more I'm impressed by how incredibly talented he is, and the more I believe he will be an important leader in this space. Glad to have discovered him early and looking forward to future collaborations with him.
Cantonese Cat 🐱🐈 tweet media
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amit
amit@amitisinvesting·
So I just asked Grok, Gemini, ChatGPT, Perplexity, and Claude which company out of the four Big Tech that report next week do they think could go up 10% on earnings… All 5 models said one name… $META. Going to be a crazy week.
amit@amitisinvesting

APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings...on the same day. The last time that happened? October 29th, 2020. So the question is...if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META.

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YodaStocks
YodaStocks@YodaStockInvest·
What stock is an EASY DOUBLE from here? Theres not many left in this market.
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San
San@San_10101·
@cantonmeow Just watched! I’m bullish but I just realized I’m not bullish enough! Merci
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San
San@San_10101·
@aleabitoreddit If your only argument against them is dilution then idk what to tell you! But if you know anything else please share your thoughts!
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Serenity
Serenity@aleabitoreddit·
I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.
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