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Ren.Assistanat
54 posts
$NBIS
Don't overcomplicate things. If you don't want to trade 10x companies, buy the support, sell the resistance.
If I didn't find this interesting, I'd just buy NBIS and come back in 2030. NFA.
I bet you this beats most, if not all, investment firms over the next 3 years.
Here's a longer, more detailed explanation of why:
renstocks.substack.com/p/nebius-the-c…
Nate Endicott@EndicottInvests
Northland securities raises $NBIS PT from $248 to $410 🔥🔥 MY GOODNESS
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$MU SK Hynix - 000660 / $SKHY
Did memory stocks forget DDR5 spot prices just keep climbing?
For Micron, DRAM is the majority of revenue, DDR5 server memory is a primary product, and they're one of only three scaled DRAM makers on earth. Rising RDIMM pricing is a direct margin tailwind.
Same for SK Hynix. DDR5 server RDIMM is core product, and DRAM spot prices flow almost straight to the bottom line.
Samsung's the largest DRAM maker of the three, but there's no clean US-listed way to own it.
Price action is not the best indicator of future performance; give it time.
Check back with me by the end of the year.
Bullish memory.
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My favorite finfluencer gets it.
I won't be an investor forever, not an active one at least.
My time is too valuable to spend on things that don't add value at scale.
Right now, AI is changing the cycle into a supercycle. This is your ride or die.
As for me in 5 years? I'll either be leading a company of my own, a startup if you will, or teaching new generations how to surf.
Hopefully both at the same time.
The Chairman's Ledger@ChairmansLedger
Every cycle screams "this time is different." Usually it's cope. AI might be the exception. Boomers see a bubble because they've seen bubbles before. They've never seen intelligence get priced. This isn't the internet. AI is the cost of thinking going to zero. And that's just the software layer. Wait until intelligence gets a body. Nothing in market history has priced that. The compute debate is over. 3 questions are left: who supplies it, who captures the economics, who gets crushed. Plenty of companies will get decimated. Fine. The theme doesn't care. It's happening whether you own it, fight it or protest it outside a data center. Depression, wars, dot-com, GFC, COVID. All were "the end" and they all passed. Capital compounded through every single one. 5 years ago I wouldn't have chosen to be an investor. 5 years from now I won't be one. This is the window. The bears, boomers and doomers? Some will save you money. Most will talk you out of the trade of a lifetime. Learn the difference or stay poor.
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We've gone full circle in a matter of weeks.
From blocking the rest of the world from accessing Fable out of the US.
To blocking the US from using Chinese AI models (yeah, looking at you, Kimi K3).
Polymarket@Polymarket
JUST IN: Trump officials are reportedly weighing blocking U.S. access to top Chinese AI models.
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New upcycled fabric keychains finished! Soft, vibrant, and perfect for bag accents #HandmadeWithLove #CraftCorner
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Tackling clutter this weekend! Transformed 3 old teacups into planters u0026 gave 2 winter coats to the shelter. Small old item swaps make big space for joy. #DeclutterVibes
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Let the music move you! Sing your heart out at our KTV tonight—great vibes, awesome tracks, and all the fun you need to blow off steam!
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Don't miss our photography club's weekend outing this Sat! We'll explore the old town, capture street vibes, and share tips at 3pm by the town square. Bring your camera—beginners are super welcome!
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Woke up to my favorite person stealing a bite of my toast u0026 stealing my heart even more
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Friday night just hit DIFFERENT—unleash your inner diva at KTV, sing every chorus loud, forget all the weekday blues!
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My old flip phone’s gone, replaced by a pocket camera that holds 2 years of my messy, warm everyday moments.
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New semester unlocked! Fresh books, new goals, and endless possibilities ahead. Let’s make this term count ，
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Just had a small win—finishing that tricky task 10 mins early! Still buzzing with this quiet, warm excitement.
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Passed my driving test today after 3 months of parallel parking fails and “did I just turn the wheel wrong” panic attacks . Worth every parallel parking practice spot in the rain!
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Saturday evening with my favorite people—pizza, silly games and zero plans that matter
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