joestar

@aleabitoreddit Love Kura too. First revolving sushi I had

Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NVDA. If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains. Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.

@Ren_aramb @NicholasLew24 Let’s go Pika!

Yooo @NicholasLew24 Thank you for being the first person ever to buy me a coffee! For me, this is a personal sign that what I’m doing is having some kind of positive impact on my now 20,000+ followers. My advice, alpha, and whatever little I know are free. Because it’s your capital and your decisions.l that make the call. If I ever open something like a Substack, it would be research-based like @damnang2 or @PhotonCap, because that takes a lot of time and work. Trades come and go, alpha is everywhere. Drop me a DM if you have a crazy name with good fundamentals, a catalyst, and the timing is right! In the end, I might just take the money from buymeacoffee.com/ren_aramb and try to play short dates calls on some crazy hunch. The proceeds will to a foundation where it can make a real impact, I personally care a lot for the elderly (long story). I’m a degen with a big heart and a lot of luck, so we will see what we can accomplish <3

@Ren_aramb @aleabitoreddit Hit the int overflow

@aleabitoreddit Your trying to test out IBKR limit on the YTD return page, aren’t you.

Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK Do you remember all of these anon?

@aleabitoreddit The GOAT

@Ren_aramb Are there any restrictions to have funny ticker on the market

They had the greatest opportunity to get the ticker $SEX and fumbled it, ngl.

@aleabitoreddit You wear a watch?

Seems like everyone on X is looking to hoard AP x Swatch watches on release. I’m curious if that will show up in $SWGAY / $UHR (Swatch) stock prices from increased sales?

@ParadisLabs How much cash you keep on the side for DCA?

High level portfolio management principles + thoughts: Seeing lots of panic over 15% dips in names like $AAOI. And even panic over huge surges in memory like $MU / $SNDK. All of that is incorrect thinking that ultimately loses you more $ than you make in the long-run. So top level portfolio mgmt principles that actually matter: 1. Believe in a thesis (conviction) 2. Size according to your risk tolerance 3. DCA on dips 4. Sell when: -- 4a. the thesis changes -- 4b. or if you see better opportunities to rotate elsewhere Most of retail fail at point 1, which basically causes the whole deck of cards to collapse. And with that, my posts are never buy/sell signals - you should all DYOR independently to solidify your own personal conviction.

@beauty_oe It looks like $AAOI also went up from that?

$LITE ルメンタム・ホールディングスが、前場取引で4.1%上昇‼️ 5月18日よりナスダック100指数に組み入れ予定🔥🔥 光セクターに何か朗報かと思いきや、ルメンタム単体で朗報だね🥺

@Ren_aramb Thoughts about buying $DRAM?

Memory prices are going absolutely vertical. Look at the Korea export price data. DRAM +18%. DRAM excluding modules +35%. Flash memory +47%. SSD +140%. In one month. This is a supply-constrained market running into 56% CAGR AI inference demand through 2031. Main beneficiaries. $SNDK – +500% YTD. Pure-play NAND. Only name with clean exposure to the storage side of the AI buildout. Entire supply sold out through 2026. $MU – +124% YTD. Market cap just crossed $700B. HBM fully booked. DRAM average selling price up 32% quarter over quarter. New York megafab breaking ground January 2026. SK Hynix – the HBM pure-play. Operating margins approaching 70%. Every HBM, DRAM, and NAND unit for 2026 already committed. Planning US ADR listing because Korean market valuation doesn’t reflect what global capital is willing to pay. The NAND bit demand chart makes it a lot clearer: 286 exabytes in 2025. 1,686 exabytes by 2031. AI inference driving 56% CAGR – three times faster than training and traditional workloads combined. Secondary beneficiaries While the big three chase HBM, they walked away from legacy 2D NAND. Two Taiwanese names own that vacuum. Macronix (2337.TW) – NAND revenue +382% YoY. Gross margin from 17% to 40.8% in twelve months. Winbond (2344.TW) – Number one globally in SPI NOR flash. Own fabs. Lead times past nine months. What is clear is that memory is no longer a commodity business it’s a structural shift. You are not early, but there is definitely a lot more juice to run.

@Ren_aramb I don’t know anyone who actually learnt a language through using this

$DUOL I wouldn’t touch a SaaS company whose core product can be replicated by AI, even if the customer base holds for now. The market is forward looking. If the moat is gone, the multiple compresses before the revenue does. To be fair, Duolingo has 150M+ monthly active users with deeply ingrained daily habits and they’re integrating AI faster than most. More defensible than the average SaaS name and even then they are down 80% YTD. The broader category risk is real. SaaS companies with replicable core products are getting re-rated to the downside across the board.

@Ren_aramb @aleabitoreddit Can be a little bit of both! And now you’re at 12k followers, congrats!

@aleabitoreddit they just steal your ideas as well 😂

I’m convinced that the people who charge $200 or $2000 just to see their stock picks. Do so just because their ideas aren’t good enough. Otherwise they would just go long on them with their own capital and retire. This is why they get mad when they see others sharing better ideas for free.

@ParadisLabs @X Congrats!

You guys are f*cking awesome. 32k followers in 6 weeks is pretty insane? Let me emphasise: I will donate 100% of the money I ever make on @X. And I will personally match that amount from my own funds. The charities I donate to are focused on: 1. Youth homelessness in London 2. Child welfare & protection 3. Men's mental health & su*cide prevention I'm doing this as a fun side hobby to help as many people as I can become better investors/traders. Also, I'm truly very sorry if I can't get back to your messages/replies/DM in a timely manner. I'm currently balancing X with a super intense job in Finance (I'm very privileged that I'm even able to say that). Synthesizing high quality research for X takes a lot of time. It would be easy to pour out garbage, Claude-generated posts daily! I welcome you guys to keep messaging me until I reply though. Love interacting and learning from you all :) I just wanna be useful! (And no, unfortunately I'm not hiring atm lol. But thank you for the inbound open applications!)

@aleabitoreddit Best value $1 ever spent

Glad to hear that the $1 worth of thoughts helps out retail that much! All my thesis are free in the end though, it’s mainly validation for my ideas. Comments like these help avoid the burn out for sure. On a side note… still can’t believe I’m catching up to Elon Musk! My goal is to deliver so much value… that I’ll be #1 most subscribed to person on the entire X platform soon.

@PhotonCap Is this a good signal for companies like $AEHR?

$VIAV looks great! DC demand and Capex spending is crazy.

@aleabitoreddit Any thoughts with how earnings will affect market in the short term with only Google being up?

I've monitored the situation for you. TLDR on hyperscaler capex spend (signal aside from $TSM). From $MSFT, $AMZN, $META earnings: Upstream semi supply chains go brrr. $META: 2026 FY capex $115-$135B Revised Q1 ER: $125B-$145B capex raised. -> Higher component prices (price hikes) -> Aggressive AI infra spending -> Custom Model Training $MSFT: was actually $31.9B vs ($35.29B) but due to supply chain bottlenecks, rather than lack of resources. Still waiting for confirmation around $AMZN but their original capex projection was ~$200B from Jassy's note earlier this year. So you can sleep easy, all the semi supply chain names still likely to keep going brr next quarter, since there's so much capex funneled into them. Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)

@Ren_aramb @aleabitoreddit 🤣

@aleabitoreddit The new fed is either gonna implement some rate cuts or get his balls cut. That’s for him to choose.

@Ren_aramb What likely happens to the market if some of them beat and some of them miss/give less than expected guidance?

Christmas is coming in April, I hope Santa is bringing some beats and raised guidance. $AMZN $META $GOOGL $MSFT

@ParadisLabs @forget8106 What do you think is a good dip to buy in $AEHR?

@forget8106 I'd want $AEHR to dip a little more for me to add back in - did a lot of my buying in the 20-40 range Same with $NBIS - I'd want a bit more of a dip. Regardless, both are great buys for the next few years imo

Bloody hell. $POET down >30% - $MRVL canceled all orders for Celestial. Due to confidentiality breaches by $POET. RIP. (I have a position lol)

@jimmyhuli Is the suggestion to not buy in at these levels and wait for earnings?

和谈崩 油价涨 十三天 已超买 不追高 防回调 看财报 定方向