Grruser89
2.3K posts
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%
English
Negative YTD performance is rarely talked about on X.
In reality, many investors are likely in the red, with dozens of popular retail stocks down this year.
YTD:
$EOSE −55%
$PGY −50%
$FUBO −52%
$DUOL & $SNAP −43%
$LMND −37%
$HOOD −35%
$ASST −35%
$SOFI −32%
$HIMS −25%
English
$ASIX Iran War Trade Idea - AdvanSix (Fertilizer)
Everyone knows a shutdown of the Strait of Hormuz sends global crude oil and natural gas prices into the stratosphere, but trading crowded mega-cap energy stocks is the wrong way to play it. An asymmetric, backdoor trade is AdvanSix ($ASIX), an under-the-radar small-cap U.S. chemical manufacturer structurally built to print money during a Middle Eastern energy crisis. With the strait effectively paralyzed, massive amounts of global natural gas and seaborne fertilizer trade are cut off. This is devastating for European and Asian chemical plants, which are crushed by skyrocketing imported feedstock costs and forced to slash production, creating a massive supply void in the global market.
What makes this setup truly explosive right now is the timing, as we are right at the onset of the peak spring planting season for the Northern Hemisphere. During this critical window, agricultural demand for nitrogen and sulfur fertilizers like the ammonium sulfate AdvanSix produces is completely inelastic. Farmers cannot simply wait out a geopolitical price spike or delay their applications. If they miss this window, their crop yields are devastated for the entire year. A Hormuz supply shock hitting exactly when the world's farmers are most desperate creates an immediate panic buying scenario where buyers will pay almost any premium to secure the product they need.
This is where AdvanSix holds a bulletproof advantage. Because their manufacturing footprint is entirely domestic, they run on U.S. natural gas that remains vastly cheaper and insulated from Middle Eastern supply shocks. As overseas competitors go offline, AdvanSix becomes the last man standing, capturing massive global market share at the absolute peak of the agricultural pricing cycle. Utilizing formula-based contracts to pass baseline costs directly to buyers, $ASIX is perfectly positioned to sell its vital agricultural co-products at extreme, crisis-level premiums, offering massive leverage to global supply chain panic without touching a single futures contract.
zerohedge@zerohedge
*REDUCING IRAN THREAT IN HORMUZ COULD TAKE MONTH OR MORE: WSJ
English
@Stevinho21 @11Yanks I do think he got pissed watching the mos scrubs play over him which is pretty understandable
English
@Stevinho21 @11Yanks I’m hopeful his agent was just forcing pooch’s hand
English
What do you think is gonna be the biggest surprise of this Roster?
USMNT News@USMNTNews2
🚨The #USMNT 🇺🇸 roster for the March matches will come out on Tuesday
English
@ProspectsUsmnt @drewkerr17 The federation does not care at all if it’s not coming from mls. They have no incentive because they do not see the usmnt getting people into the sport. It’s all about the growth of mls and the growth of youth soccer in the country that is what they think delivers dollars
English
Have we actually won any major recruiting battles in the last two years?
-Richardson
-Esmir
-Vargas
-Brown
-Gutierrez
-Banks?
We’re hemorrhaging talent. Doesn’t help when your coach is mailing it in, but the rest of the federation needs to figure out what they can do better.
English
@EinSchwarzwelt I had so many people in my comments when I said something similar. One dude asked if I even played the game before lol. I’m pretty sure any coach I ever had would have been on my case if I lost the ball carelessly like that and wouldn’t care if I ran them down
English
"muh goal assists"
"It was stoppage time/fatigue"
They're taught not to lose the ball in the dying moments of the game in any academy setting in Europe/South America but I don't expect MLS fanboys to grasp this. And recovery from turnovers is Basics 101, yet is now "MLS Hype"
SuperiorUSMNT@EinSchwarzwelt
effortmerchanting (bare minimum btw) after being easily dispossessed due to careless touch/awareness... #notmymidfielder
English
English
@grruser89 @BeantownCanuck @TaylorTwellman The effort he put in making that tackle in the 97th minute when winning 4-1 is the main thing.
English
@rob_bristow_CA @TaylorTwellman They shouldn’t be highlighting him losing the ball. It’s like they are trolling him?
English
@grruser89 @TaylorTwellman I'm curious ... have you ever played the game at any reasonably decent level? If so, did you ever play a perfect game?
You're so focused on 1 minute out of 97. Forget the rest of it.
🙄
English
@rob_bristow_CA @TaylorTwellman Yes he’s being highlighted for losing possession and running. Not sure why you’d think that would be good. Obviously if he did better than than lose the ball then they should be highlighting that
English
@grruser89 @TaylorTwellman That's your take on his play?
1 thing in 97 minutes?
English
@BeantownCanuck @curseofjohnny @TaylorTwellman He lost the ball this isn’t something to praise him for, the goal contributions are
English
English
@ProspectsUsmnt It’s not terrible, letting him develope further on the second team. Sometimes these real young players get injured more often because they are doing adult things on growing bodies.
English
There will be a next Sullivan too from that academy. Those who follow closely know there already is.
Clubs start getting bad reps.
It’s one thing to point to a Westfield, Rick or even Quinn, but it’s “yeah, who cares” to that when the top prospect you’ve had left on bad terms.
USMNTProspects@ProspectsUsmnt
Union need to solve their Cavan Sullivan problem. This is the best prospect they’ve ever had. He’s done everything he can to earn minutes. If he leaves on bad terms without having fully broken in, it’s going to hurt them trying to sign the next Cavan Sullivan from the academy.
English
The last time we had a President who served the people and not the Military Industrial Complex.
Historyland@HistorylandHQ
President John F. Kennedy leans over his desk in this iconic photo, dubbed "The Lonliest Job." February 11, 1961.
English
@grruser89 Soros gave him TWO BILLION dollars for his own fund I doubt he really decided much of anything
English
I low key respect Bessent. Punched Elon and doesn’t even try to hide behind political speak just “we are going to rape your pockets”
FactPost@factpostnews
Bessent: I got a feeling the American people won't see the $175 billion in tariff revenue we collected
English
Hi everyone, meet Eddie!
-Eddie cannot count
-Eddie cannot spell
-Eddie might be obsessed with me
Don’t be like Eddie! 😂😭
English
@AdamFulwell_ They have Vlahovic, David and Openda why the fuck is McKennie up front.
English
