SilverSurfer82

@ecommerceshares @StockMarketNerd $NKE just needs to cut the number of SKUs which they clearly do not know how to manage. They have such an amazing example in Air Jordan so just replicate it. Scarcity value, higher quality and pricing, is all they need to massively drive their revs and earnings way higher.

@StockMarketNerd It could be a multi year run once it gets going. Brands take time to accelerate. And to slow down as well.

$LULU new 8-year lows $NKE new 12-year lows Retail research analysts built their entire persona pumping the “moat” of these two. Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling. You win by observing at which stage the brand is at.

@EdKrassen Time to vote out @LindseyGrahamSC forever.

WOW! Even Trump stooge Lindsey Graham has had enough with Pete Hegseth and Donald Trump's war negotiations, as he attacks them follow allowing Pakistan to be the mediator: Graham: "If the mediator is allowing [Iranian] reconnaissance aircraft to run to be parked in Pakistani air bases, do you think that's consistent with being a fair mediator?" Hegseth: "Again, I wouldn't want to get in the middle of these negotiations. I want maximum." Graham: "Well, I do. I want to get in the middle of these negotiations. I don't trust Pakistan as far as I can throw them. If they actually do have Iranian aircraft parked in Pakistan bases to protect Iranian military assets, that tells me we should be looking maybe for somebody else to mediate. No wonder this damn thing is going nowhere."

@jukan05 $MSFT Office is an extremely ingrained platform, not going anywhere. It should be AI model agnostic, let their platform users decide which model they want plugged in to Word, Excel, PPT, Outlook. They charge $125/year, stupid cheap, and will go much higher once models are set.

I respect the people who bought $GOOGL when Bard came out and everyone thought Google was sinking. It feels just like buying $MSFT right now, doesn’t it?

@WaterworldCapi1 Largest shareholder = Warren Buffet

I think one of the best ways to play the proliferation of software and coding is $VRSN. Everyone will have a website, perhaps many of them. This is a monopoly gatekeeper that benefits from those volumes.

@henry_mckinney @Mr_Derivatives $MU gets to $100BN in Revs this year via rising prices, but for them to move Revs higher they need more supply to come online by end of 2026 into 2027. As we now know, it doesn't have to be HBM supply, LPDDR and SOCAMM2 supply is higher margin right now.

@Mr_Derivatives $MU expects like $110 B in revenue this year at $500B market cap. $META does $200B at $1.7T market cap $NVDA like $220B revenue at $4.9T market cap Yes I know I’m comparing expectation to received, but still…

$SNDK almost $1,000 $MU almost $500 getting frothy….?

@Mr_Derivatives Giving away trade secrets! 😂

The investing .com app on iOS or Android. It’s free.

Pakistan truly went on Geopolitical X Games mode over the past few weeks

@ecommerceshares How the heck do you raise prices and miss guidance so badly ?? wtf. Thats incredibly bad by any measure.

Brutal slowdown and Q2 EPS guide miss at $NFLX. No good when you’re trading at a massive valuation premium to the Mag 7. Why own this when you can own much-faster growing $META dramatically cheaper?

@StockSavvyShay Why is this a threat?? " $ADBE has pivoted into an aggregator role, allowing users to access third-party models like OpenAI, Google Gemini, and Flux directly within Adobe Firefly. This counters the "single model" threat by giving creatives a menu of options. " - ask Gemini

Anthropic is reportedly preparing to launch Claude Opus 4.7 and a new AI design tool as soon as this week. The tool is said to create presentations, websites, landing pages and products from natural language prompts which helps explain the pressure on $FIG and $ADBE today.

@paurooteri Japan always had a pension problem, never a debt problem. You should thank the Govt/BOJ on an amazing job: pensions/financials rode bonds to the max profit level possible then switched to stocks in 2014. BOJ bought all the bonds then backstopped stocks by buying ETFs. 👏👏👏

今の超高齢化、爆裂増産高齢者状態で超少子化で社会保険料と所得税、住民税が増えることはあっても減ることはないですよね AIで医療が発達して女性の平均寿命100歳 男性90歳になったら社会保険料どうなるんだろう

@agnostoxxx Rants of a frustrated insane man. God help us.

I keep saying: “Once you realize it’s all nonsense, it starts to make sense” … but this has exceeded my wildest expectations 🫣

@Liathetrader Why is the market going up though? This is super puzzling on how anyone could come away with a positive tone after last night's speech.

@jukan05 Taiwan has only 5 months of oil reserves and 35% of their nat gas comes from Qatar which is offline. Forget the draught, they wont have electricity to work with in short order. Maybe this will save the US from the AI hoax long term.

If TSMC were to be disrupted by drought, I think today’s AI capex boom could effectively come to a halt. Not only would the memory supercycle collapse, it would be a genuine disaster.

@simon_ree Spot on 💯 🎯

🧵 Trump wants to end the war and leave. Let's try game out what actually happens The Strait of Hormuz doesn't reopen. Here's why: Iran has been charging vessels $2 million to transit. Ships paying in yuan, brokered by Chinese intermediaries. They've let China, Russia, India, Pakistan and Iraq through while blocking the West That's less a blockade, and more a realignment of global energy flows. And it's a revenue model Iran has zero incentive to abandon

@paurooteri What will happen to Dram prices when Korea runs out of oil and gas in 7 months (Taiwan in 5 months)? Not sure why nobody is concerned about the energy shock they are about to go through. $MU may do better but they have Taiwan/Japan/Sing facilities that will be harmed too.

DRAMのスポット価格と深セン価格は高すぎましたね それでも在庫はあまりないから、また上がるんじゃないかな 手に入っていないPC OEMは多い

@Mr_Derivatives But not $SMH……yet.

$SPY Below the 200dma $QQQ Below the 200dma $DIA Below the 200dma $IWM Below the 200dma

@agnostoxxx Fighting a war is one thing but committing war crimes is simply unacceptable. The concept of collective punishment is a war crime, we cannot be doing this.

Remember back in January when we were supposed to liberate the Iranians and restore the “Roaring Lion”, but now we are bombing their Universities & civilian Infrastructure and the same monkeys who were supporting the former are now cheering for the latter? 🤮

@jukan05 What will the memory guys do when Korea runs out of oil in 7 months and there is an energy shortage?

Honestly, I understand that people want to tout their long careers, but that doesn't mean you should let the past cloud your judgment of the present. Let me give you one example. Lately, a lot of people have been asking me whether they should keep holding memory stocks given that spot prices are declining. This is a very foolish question. Spot prices already represent less than 1% of total volumes in circulation, and they've been trading at abnormally elevated levels to begin with. A decline in spot prices is completely meaningless right now. And yet, people making a big fuss over memory retail prices or DRAMeXchange spot price drops… I can only describe it as unfortunate. I'd recommend referring to this week's comment on memory spot prices from Bank of America's Simon Woo: ------------------------------------------------------------ DRAM spot prices have fallen further, but still remain too high Over the past two weeks, DRAM spot prices have undergone further correction. However, current spot prices ($20–$40 per GB) still significantly exceed memory makers' average selling prices (ASP, which remains around $10 excluding HBM) and long-term historical averages (around $5). Therefore, even a 50% decline in DRAM spot prices would not be surprising, and it would have little impact on ASP. Because spot market transaction volumes are so thin, DRAM spot market revenues represent a negligible share of memory makers' total sales. We now assume that DRAM spot prices will gradually decline for the remainder of 2026. NAND spot prices are also expected to trend lower toward the end of 2026, given the currently abnormally high price levels and rising fab utilization rates. ------------------------------------------------------------ I wrote this not to tell you whether to buy or sell memory stocks, but in the hope that people will look at the industry itself with a clearer perspective. To add my personal view, I think spot prices could see a fairly significant decline in the second half of this year. There are reports that Chinese buyers who had been stockpiling memory for speculative purposes are now beginning to offload their inventory. That said, I hope we won't see the usual hysteria about memory "collapsing" when that happens. As Simon Woo pointed out, even a 50% drop in spot prices would have virtually no impact.

@WarrenPies @michaelsantoli Excellent interview and I am 💯 with you @WarrenPies

Joined @michaelsantoli to discuss market outlook and how the war has transformed the oil market. m.youtube.com/watch?v=Beb5Bc…

@calvinfroedge Probably all the middle east countries want their money back so they can repair damages at home.

The system is collapsing