brocchoy

ICHIGO is forever GOATED. That is why he is the second biggest MC out of the Big 3. WHAT AN ENTRANCE 🔥🔥. BLEACH REMAINS NO 2 in the BIG 3. PEAK!!!!!

@bolognatrader That’ll impact IREN and NBIS not SNDK

@brocchoy Gunna be a lot more expensive to build data centers if energy costs are so high.. cost for manufacturing will significantly cut into margins

Does someone wanna show $SPY and $SNDK how high oil is? Sandisk is starting to make moves that nearly warrant investigations, this PA is beyond absurd, why’s the market obsessed with piling in this

@onlykimochii @grok Ai. Y’all getting played

hey @grok turn me around so everyone sees what i look like from the back

$MU - HELIUM CONCERNS!!! Every day, there's a new stupid Bear thesis to contend to... Right now, for every $1 of Micron sales, it has $0.80 of profits (80% margins). That means the ENTIRE cost of Micron's supplies, manufacturing, labor costs, facilities deprecation, etc. is all-in just $0.20 per $1 of sales. How much of that $0.20 is Helium? 🤣 Chips are not made from Helium, but for arguments sake, let's say 10% of the cost of the memory chips is Helium...that means just $0.02 for every $1 of Micron chip sales is Helium. Now let's say the cost of Helium is up by 25%...that means it affects Micron's margins by $0.005 per $1 of sales or just 0.5%! 🤦‍♂️ (sometimes I just shake my head at the stupidity of some of the arguments out there - does anybody use their brains anymore?)

@KobeissiLetter Mq-9 is trash anyways. Waste of money

BREAKING: The US has lost 16 MQ-9 Reaper drones since the Iran War began on February 28th, per CBS News. Each MQ-9 Reaper costs ~$30 million, which would put the total value of the drones lost so far at nearly $500 million.

$MU The market: Micron is cyclical! It's spending way too much cash on CapEx! These profits won't last! They don't have free cashflow. Micron filing today: We just paid off $4.5 Billion of our debt yesterday.

@KobeissiLetter Hurry up and pull forces out of Europe and Ukraine then 🙄🙄🙄🙄🙄

BREAKING: President Trump is "strongly considering" withdrawing the US from NATO, per The Telegraph. Details include: 1. Trump called NATO a "paper tiger" and said removing America from the defense treaty is now "beyond reconsideration" 2. The White House no longer regards Europe as a "reliable defense partner" after their rejection to help open the Strait of Hormuz 3. "Iran was a test, and we were there for them, and we would always have been there for them. They weren’t there for us," Trump said 4. Secretary of State Rubio called NATO a “one-way street” Trump says "Putin knows" NATO is a "paper tiger."

@_HalalTrader_ Why?

$MU If Hynix is any indication, expecting a +10% day for Micron tomorrow.

Body fat percentage chart

@raygaurca Mu weakness from openai allegedly cancelling nonbinding orders from hynix for hbm. Sndk does not sell hbm. On top of that, google turboquant doesnt impact sndk’s nand market that much

@The_RockTrading No it’s not

The bad news is that $MU is still overbought on the monthly.

@ClickRvl @Clipnewz Man stfu

@Clipnewz Time to bring the goat back🙌🏾

Kai Cenat will reportedly be returning to streaming next week after Twitch recently announced that they will be cancelling paid subscriptions for inactive streamers.

@yianisz It isn’t that it’s the helium

Again TurboQuant spooked the market but that was a classic overreaction. $MU down because Google shrinks KV cache? That’s surface-level thinking. Memory demand doesn’t disappear, it adapts. Compressing KV just shifts where memory is used, it doesn’t kill it. More importantly, TurboQuant lives inside the GPU. $ALAB (Leo CXL) solves what happens when you run out of GPU memory. Those are not the same problem. If anything, cheaper memory per query > longer context > more usage. That’s Jevons, not disruption. this is still a research paper. Meanwhile, CXL is already in production paths and HBM is still sold out.

BREAKING: US industrial gas supplier Airgas declared a force majeure, telling a customer it would only meet up to 50% of their normal monthly helium demand amid the Iran War, per WSJ. Details include: 1. The world is facing a significant helium shortage amid the Strait of Hormuz's closure which has limited ~30% of global helium supply 2. Airgas also told the client that it would add a surcharge of $13.50 per hundred cubic feet above the contracted price 3. Helium supplies which are "critical for AI" have been "choked off," per WSJ 4. Hundreds of specialized cryogenic containers, each costing $1 million, are now stuck in the Middle East Global helium supply is at risk.

@wantedkinahan @AlexPemOfficial Nice shape

Most underrated Rack on the app

@MauroBianchi24 Thoughts on MU and RKLB?

@PenniesTrader @Investingcom Trump is trash

*TRUMP: IRAN HAS TO OPEN UP STRAIT OF HORMUZ

@Mr_Derivatives Pllzzzz noooo

$QQQ Deja Vu?! Bulls MUST hold this double bottom!!