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kendall gray vs. marie malenko is going to move me.
Cultaholic Wrestling@Cultaholic
Marie Malenko - the daughter of Dean Malenko - has signed with WWE. (Source: @BodyslamNet)
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This AI cycle is fundamentally different from every prior memory supercycle in $MU history.
Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs.
Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized.
That is how Micron ends up producing $16B of operating profit in a single quarter.

Shay Boloor@StockSavvyShay
$MU ABSOLUTELY CRUSHED THEIR EARNINGS • Revenue $23.9B vs Est. $19.5B • EPS $12.20 vs Est. $8.73 • Net Income $14.0B vs Est. $10.5B • Gross Margin 74% vs Est. 69% Q3 Guide • Revenue $33.5B vs Est. $23.3B • EPS $19.15 vs Est. $10.77 • Gross Margin 81% vs Est. 71%
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The girls in NXT really just get this business so much better and quicker than the men. We really should wake that up more
Peps🪭@Peps_Wrestling
"The Great Dame" Izzi Dame Aura. #WWENXT
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WWE and AEW fans when it comes to Ronda Rousey slander

NukemTalksWrestling@NukemWrestling
Cannot WAIT for the AEW fans to defend Ronda Rousey suddenly. She is hot garbage.
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Hiatus Kaiyote gets a pass
Broward Stern@KnowbodysTweets
I’m not tryna hear white neocolonial soul music, yall niggas are INSANE
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