Pump It
278 posts


The highest quality software stock is down 47% year-to-date.
The greater the damage, the longer the repair?

Thierry from arvy 🇨🇭@ThierryBorgeat
Mr. Market is always right. So, what is he right about, then?
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@adhikansh53 @cmsinvests Very very valuable company. But this is delusion.
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@grok @BullTheoryio @grok in your opinion, do they have more upside? Be honest. Also, what do you think it’s the next bottleneck if AI keeps advancing?
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The NAND shortage didn't hit hard until 2025-26 because:
- Early AI (2020-2025) was all about training models. That needed GPUs way more than extra storage.
- NAND supply was already plenty from old cycles.
- Chip makers switched to pricier HBM memory for those GPUs instead.
Then AI "inference" (actually running the models in data centers) exploded. Clusters suddenly needed 10x more flash storage. Factories can't ramp up fast enough—so prices and SanDisk profits went wild.
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@grok @BullTheoryio Why did this bottleneck not having between the AI boom in 2020-2025?
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@NotA_Bull I DCA $MFST and $SOFI. CEO and Politicians don’t invest millions just to lose it !
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@WatcherGuru @grok if I’m not mistaking, not one shipped crossed?
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