San
1.5K posts


Maybe I should charge $14,999 an hour like Antonio here.

Andy (Degen Ed)@degen_an
@cantonmeow What if I’m just looking for someone to cuddle?
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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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Nothing ever changes in the financial space.
Cantonese Cat 🐱🐈@cantonmeow
What happened to that Iran stuff from the weekend?
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@KeithM190525 @GlobalFaults @ABDanielleSmith Wait till you find out what country they’re located in🤦♂️
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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.

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@1back24ward The only thing that could trigger a short squeeze would be a hyperscaler deal!
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@ChrisCamillo Apparently it’s impossible for people to have some patience and do nothing while the market does its thing!
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@cantonmeow "Im right today so I have always been right and you always wrong! 6’4" btw"
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@ChrisCamillo You guys gotta do more episodes! I for one really enjoy them!
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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.

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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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@cantonmeow Just watched! I’m bullish but I just realized I’m not bullish enough! Merci
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Welcome to The Cat 30!
30 minutes of meow's rant on video about the macro environment, the market, #Bitcoin, and more.
$CL $GSG $SPY $QQQ $IWM $ARKK $TQQQ #Copper #Gold #MorningStar
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@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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Do I have a take on the $COIN chart? pffft you know I do, haha. I've been scaling into $CONL

MaggieD@Maggiecucumber
@sovereignsense I was curious if you had a take on the $COIN chart?
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