Sam Parikh

OUR NEW VIDEO MUST watch it over and over Get smarter watch this over and over Those that are doing great have watch it all the time IT stunningly good youtube.com/watch?v=k_zC_j…

One more day lower then way up ..

Blackstone partners with Google in a JV to create a next-generation TPU cloud service.

For a decade

@smartertrader Can confirm. Puts not only covered the memory calls, they made additional 5k for me. If memory does come back at end of week it’ll be for free.

Google is set to create an AI cloud business with Blackstone, aiming to compete with companies like CoreWeave, according to the Wall Street Journal bloomberg.com/news/articles/…

TRUMP ON IRAN: THERE APPEARS TO BE A STRONG LIKELIHOOD THAT AN AGREEMENT CAN BE REACHED

The reality is if you are stupid as fuck you game no chance at trading. If you are long. You hedge mkt when weak. If you are short and mkt strong you sell and reverse. News is news. Action is action. Wall street knows stupid. I and see you from a mile away.

Funny how aweful Dumb people on twitter are Sam loads puts at open because chips reversed. Clowns on twitter just sit there. We trade. 3000+ can verify. Only1sam. This is why sam is great. Sees if needs a hedge

NVIDIA CEO HUANG: NEED TO ENSURE SUPPLY CHAIN IS READY; SEES MEMORY DEMAND OUTSTRIPPING CAPACITY

They should hire sam as a consultant before answering any questions. Sam charges a milly a day. That vs losing 25b only cap.

Mu running. … Gifty

@smartertrader Samsung has serious incentive to downplay their business prospects during the negotiations with the labor union too.

Micron is one of the most UNDERVALUED stocks in the entire AI trade right now and everyone should be buying at these prices. (Save this). Jensen laid out the situation in one sentence, the supply chain is lined up, the HBM is lined up with the Grace Blackwell GPUs, the only problem is that demand is much greater than the overall capacity of the world. And Michael Dell said it before Jensen even finished that memory is the single biggest supply constraint in the entire AI buildout right now. Every HBM chip that Micron, SK Hynix, and Samsung produce consumes three times the silicon wafer area of standard DRAM. Nvidia's Rubin GPU requires 288GB of HBM per chip, a 260% increase over the H100 in just two generations. Every major hyperscaler has locked up contracts through 2026, and Micron has said publicly it can only fulfill about two-thirds of medium-term demand for some customers. And it's HBM production is sold out entirely for 2026 and HBM4 is also already sold out. The numbers tell the story, DDR4 spot prices surged roughly 15x in eight months. DRAM contract prices rose 90-95% in a single quarter, TrendForce called it "essentially unprecedented" in the history of the memory market. Micron has rallied roughly 68% year to date in 2026, and yet it still trades at a P/E of 37.6x against an industry average of 75.3x. The shortage does not resolve until new fabs come online, Micron's new factories are not producing until 2027 and 2028 at the earliest, and the memory shortage is forecast to run until at least 2027. Milk Road Pro has been covering the HBM memory trade as a core AI infrastructure thesis before it became a consensus Wall Street call and our Pro members are already up massively in $MU. Come join us at the link in bio/below to see our full portfolio and the names we're watching before the rest of the market catches on.

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@smartertrader In room. Can vouch. I sold for 19. 3x Only 1 Sam

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NVIDIA'S CEO HUANG SEES DEMAND FOR MEMORY OUTPACING CAPACITY - $NVDA $MU $SNDK $STX $WDC

Sam bought puts 6 to 28. lol

SanDisk $SNDK and Micron $MU's PTs raised by Melius Research. Melius Research raised its price target for $SNDK from $1,500 to $2,350, while maintaining a buy rating. At the same time, they also raised its price target for $MU from $700 to $1,100, while maintaining a buy rating. Melius Research considers both stocks to be part of a select group of so called "bottleneck stocks", as AI demand is soaring and supply is unable to meet demand.

The guy is a ex for a reason …/. Lol