Ving
877 posts


Just going to leave this here... $HYPE trading at $15B and makes $52M a month meanwhile $PUMP is trading at $1.5B and makes $34M a month A 10x difference in MC while $HYPE revenue is not even 2x higher. A reminder, during the memecoin mania phase of in late 2024/early 2025 they were making around $4M a day.

Few


BREAKING: A trader just put $300,000 on Morocco not winning the World Cup $306,000 potential payout

ChangXin Memory Technologies (CXMT) just updated its A-share IPO filing with numbers that change the DRAM landscape. Q1 2026 revenue: RMB 50.8B, up 719.13% YoY. Net profit: RMB 33B, up 1,268.45%. The company expects H1 2026 net profit of RMB 66-75B, putting it on track for a full-year profit above RMB 100B. CXMT is now China's #1 and the world's #4 DRAM producer, behind only Samsung, SK Hynix, and Micron. It went from negative gross margins in 2022-2023 to this, driven by DDR5 mass production, capacity ramp, and the AI-driven DRAM price supercycle. Analysts are already pricing a trillion-RMB valuation for the IPO. That would make CXMT one of the largest semiconductor listings globally, right as the DRAM market enters a structural shortage driven by HBM and server DDR5 demand. The China DRAM autonomy play is no longer theoretical. CXMT's IPO will absorb significant domestic liquidity and reset the valuation benchmark for Asian memory names. The question is whether the A-share market can digest a trillion-RMB memory company in this macro environment.



The latest 𝕏 algorithm has been published to GitHub github.com/xai-org/x-algo…

















