long huang (@longshuang) - Twitter Profili | Zamantika Mersobahis Locabet

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DVB@DeepValueBagger·1 Nis

I sold out all (on main account) of $te beginning of the month. I had urgencies to sell before April for 3 reasons. 1. Massively overleveraged debt. 2. Founder super shady, he was involved into some nigerian stuff, company sued by one of largest utility company in Europe, the feoc whatever credit is hyped "we think we qualify, but we're not officially qualified). This was ticking time bomb until govt says they're not. 3. The so called pay the debt to chinese to reduce leverage for the US subsidies was shady. I didnt buy it. I didnt know about the big expectation for ER. I actually left about $14k for yolo and saw 25% down today and i sold all of it today.

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Rosanna Prestia, MBA@RosannaInvests·2h

$MU BUY Option Flow Over $1M - all are CALLS 👀

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breakout stocks@gbstocks·26 Haz

6/26 morning: Today's watchlist: $CRWV $PLTR $CRCL $SNDK $RBRK $NBIS $TEM $NVTS $MSTR Thoughts: - Today could be completely different from yesterday... ready for anything

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Trade Whisperer@TradexWhisperer·2d

$MU $DRAM $SNDK Let me break this Morgan Stanley's chart precisely. The blue bar is what the industry can produce by 2027 at current trajectory. The tan/beige bar on top is the incremental DRAM demand that Agentic AI specifically adds by 2030 on top of that 2027 supply baseline. Lower bound: Agentic AI adds 26% more DRAM demand on top of 2027 supply. Meaning even in the conservative scenario the industry needs to produce roughly a quarter more than everything it can make by 2027 just to meet the additional Agentic AI driven demand by 2030. Upper bound: AI adds 77% more DRAM demand on top of 2027 supply. Meaning in the bull case the industry needs to produce nearly double what it can make by 2027 just to meet AI demand by 2030. Mind the mid-point: ~52%. That's huge in just a few years. This is incremental demand on top of everything already projected. Morgan Stanley is not replacing the existing DRAM demand forecast for 2030. They are saying Agentic AI creates an additional 15 to 45 exabytes of demand that did not exist in prior models. Extraordinary. Why? The industry cannot simply flip a switch and produce 77% more DRAM by 2030. HBM alone consumes 3 to 4 times more wafer space than standard DRAM per gigabyte. Supply takes years to build. Fabs take 3 to 5 years to come online. Morgan Stanley is essentially saying it is a structural gap that widens every year through 2030. 2031 to 2040 is the decade that matters most to me. The race for Artificial General Intelligence. Think about what AGI actually means. Not a smarter chatbot. Not a faster agent. A system that thinks the way humans think. Learns the way humans learn. Remembers the way the best human minds remember. A true AGI does not forget your conversation from yesterday. It does not lose context from a week ago. It builds on every interaction. Every piece of information. Every relationship between ideas. Continuously. Permanently. That is near infinite context. And near infinite context requires near infinite memory. The 15 to 45 exabyte DRAM demand Morgan Stanley projects for 2030 is the appetizer. AGI is the main course.

Trade Whisperer@TradexWhisperer

$MU $SNDK $DRAM $AMD $INTC $TSM Rise of Agentic AI - Morgan Stanley's Key Takeaways -Memory becomes a key monetization leg, with agentic AI driving 26-77% of incremental DRAM demand by 2030. -Agentic AI widens the trade beyond GPUs, with CPUs becoming the control plane for multi-step workflows and system orchestration. -We estimate $32.5-60bn incremental CPU TAM by 2030 within a total server CPU TAM of $100bn+, driven by agentic workloads. -Supply-constrained enablers (foundry, ABF, BMC, interconnect) should capture outsized economics as system complexity rises. -The beneficiaries are full-stack and global, spanning CPU, memory, substrates, infrastructure ICs and equipment.

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Greg Proctor@GregProctor·3d

All of the my 2800 $TSLA shares are covered with covered calls and because of the Wednesday-Friday 7% run up in share price, they are down about 100%. I'm not concerned and here's why. Wednesday Morning $TSLA opened at $386. I decided to get cute and sell 28 CCs expiring that day at $407.5. I've been experimenting with the new intra-week expiration dates that the CBOE put into affect a few months back. By mid-afternoon I was in the money. What I've learned over time, particularly with $TSLA, is that you can almost always roll out of covered call losses. So instead of letting my shares get taken away, I rolled my covered calls to June 18 (45ish DTE) at $450 strikes. Thankfully I did because $TSLA continued to run and by Friday we were sitting at $428 a share. Now, what do I do from here? Well if we continue to run, I'll roll out again before I get ITM. Eventually $TSLA will stop running, my CCs will decay away and I'll profit. If $TSLA does not stop running, someone is going to take assignment of my shares in the $500s or $600s and I'll keep the premium and share appreciation up to the top. I hope to market forces me to continue rolling up and out.🤞 If you can't tell, I LOVE options.

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AliceMia@Alice_MiaX·3d

Citi just raised $PLTR price target to $225. Up from $210. Maintained Buy rating. Why? Palantir posted 85% revenue growth year over year in Q1. They raised full-year guidance to $7.65 billion. The stock is at $135 right now. That $225 target implies 63% upside from here. Citi isn't the only one. Rosenblatt also set a $225 target. Argus upgraded to Buy. Wall Street is lining up behind Palantir and the AI demand driving their US business isn't slowing down.

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The AI Investor@The_AI_Investor·5d

My portfolio just hit a new all-time high today. YTD: +49.32% 1Y: +191.96% The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as some other accounts, I am still happy because I did not have to own speculative names that went up 10x in a few months or buy too many risky short term options. This time, $MU truly made the difference, along with a few quick small bets with earlier this year like $AAOI, $NBIS, $CRWV, $ALPD, and $IREN. Thanks to the bears for creating the opportunity with Micron. How did MU crash after the last earnings, and then crash again after the Google TurboQuant panic? I still have no idea, my position size changed so quickly because of the price drop. I made some mistakes too. Took some small losses in FIG, and didn’t make much from ORCL. Still green, but the opportunity cost was high. The return could have been even higher if I hadn’t bought too much too early before the dip. But I did buy a lot near $350. It also could have been higher if I hadn’t chickened out a bit. I didn’t expect TACO to come so quickly. It could have been much higher if I had used more margin or gone heavier into call options. I only bought some calls for fun. So far this year, the portfolio is still running at roughly 3.7x QQQ’s performance. I shared my thesis with paid members during the crash, but honestly, it wasn’t as easy as it looks now.

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Shay Boloor@StockSavvyShay·4d

Big Tech is reportedly offering to fund dedicated SK Hynix memory production lines and $ASML EUV purchases to secure chip supply. Available capacity is “essentially zero right now” with some long-term agreements discussing 30%–40% upfront customer payments.

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Matt Smith@nerdalert·4d

Re-ratings are fun! $MU

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The AI Investor@The_AI_Investor·4d

Portfolio New ATH +55.04% YTD $MU new ATH $700 $NVDA ATH $217 Congrats all members, I know some of you bought calls / $NVDL / $MUU during the dips 🍻 I chickened out a bit 😂

The AI Investor@The_AI_Investor

My portfolio just hit a new all-time high today. YTD: +49.32% 1Y: +191.96% The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as some other accounts, I am still happy because I did not have to own speculative names that went up 10x in a few months or buy too many risky short term options. This time, $MU truly made the difference, along with a few quick small bets with earlier this year like $AAOI, $NBIS, $CRWV, $ALPD, and $IREN. Thanks to the bears for creating the opportunity with Micron. How did MU crash after the last earnings, and then crash again after the Google TurboQuant panic? I still have no idea, my position size changed so quickly because of the price drop. I made some mistakes too. Took some small losses in FIG, and didn’t make much from ORCL. Still green, but the opportunity cost was high. The return could have been even higher if I hadn’t bought too much too early before the dip. But I did buy a lot near $350. It also could have been higher if I hadn’t chickened out a bit. I didn’t expect TACO to come so quickly. It could have been much higher if I had used more margin or gone heavier into call options. I only bought some calls for fun. So far this year, the portfolio is still running at roughly 3.7x QQQ’s performance. I shared my thesis with paid members during the crash, but honestly, it wasn’t as easy as it looks now.

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The AI Investor@The_AI_Investor·4d

$MU Memory DeepSeek moment was a really great opportunity Too bad I didnt use leverage after so much of hardword analyzing the situation 🫣

The AI Investor@The_AI_Investor

Memory stocks experienced a DeepSeek moment. I posted about it quite early, but the market preferred to react to a few seconds of fear-driven headlines. The market was also worried about a drop in spot prices, but note that spot pricing is still very high compared to contract pricing. Read more on my portfolio updates - memory stock crash and dram demand models: theaiinvestorx.substack.com/p/portfolio-up…

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aponia_analytics@AponiaAnalytics·4d

$IBRX

Dustin@DustinHuntwn

$IBRX New Prostate Trial listed today !

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GainzAlgo@gainzalgo·4d

$IBRX Best of luck to all the longs here. Hoping the FDA recognizes the full potential of this therapy and expands approval into additional bladder cancer treatments. The opportunity here could be much bigger than many realize.