Micheal | Hyperrnrakste.
120 posts
Micheal | Hyperrnrakste.
@marcdenayer
j'aime les musique de film, la lecture et le calme
braine le chateau Katılım Mart 2012
98 Takip Edilen42 Takipçiler
Read the letter closely.
In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead.
Here are 4 reasons I think this letter matters a lot:
1. This came from the victim, not the salesman.
$MU and $SKHY have been telling us for months that memory is tight. But of course they'd say that, it's their product. So I take it with a grain of salt.
This is different. IBM just lost deals because their customers ditched them to go buy memory instead. That's the buyer telling us the shortage is real. That's the confirmation I've been waiting for.
2. People are paying up before prices even rise.
The clients rushed to lock in supply "ahead of expected price increases."
Sit with that for a second. Nobody pays extra today unless they're scared it'll cost more, or won't exist, tomorrow. When buyers act like that, memory makers win twice: they sell more and they charge more. To me, that's the whole story.
3. Even $IBM got caught off guard.
$IBM sits inside these companies. They see the spending before anyone else does. And even they said they didn't expect money to rotate this fast.
If the people with the best seat in the house were surprised, then I don't trust the current estimates. I think the numbers are still too low.
4. This isn't extra spending, it's stolen spending.
Here's the part I keep coming back to. AI isn't just adding a new bill on top of everyone's budget. It's eating the old budget alive, pulling money out of software, mainframes, and consulting to feed itself.
So this isn't just "more demand."
It's a fight over who gets the dollar. And right now, memory and infrastructure are the ones winning it.
Do you agree? This is the honest truth.
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NVDA calls Aug 28 $240 for $2.70 for earnings run-up SWING.
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@itsmichaelluu My strategy analysis !
as follows📈📈
👇
👇x.com/i/grok/share/c…
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$2500 isn't a moonshot it's ~2.5x from here.
$MU earning its way there. I'm locked in because HBM is the new oil. Only US memory maker left. HBM sold out. 72% gross margins don't lie. The backlog is the moat ~$100B in future revenue already spoken for.
Not hype booked demand. 3 players. Infinite demand.
DRAM is a disciplined oligopoly now. AI eats memory. Supply can't catch up. Pricing power is brutal.
Timeline? If the supercycle holds, I see it over 2-3 years not months. Patience prints.
At ~$980/share, I think a 10:1 forward split is coming.
It won't change the math but it changes WHO buys.
$98/share unlocks the retail + options flood. That's the fuel.
VesperMartini@VesperMart41932
@itsmichaelluu When do you see this $2500 happening?
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The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%
🔴 IREN $IREN –46.5%
🔴 Rocket Lab $RKLB –46.3%
🔴 AST SpaceMobile $ASTS –45.2%
🔴 Applied Digital $APLD –38.6%
🔴 Palantir $PLTR –37.8%
🔴 Arm Holdings $ARM –33.9%
🔴 Marvell $MRVL –33.6%
🔴 Microsoft $MSFT –30.5%
🔴 Nebius $NBIS –29.0%
🔴 Western Digital $WDC –27.7%
🔴 Intel $INTC –27.5%
🔴 Micron $MU –26.1%
🔴 Lumentum $LITE –26.1%
🔴 SanDisk $SNDK –25.5%
🔴 Ouster $OUST –25.0%
🔴 Bloom Energy $BE –23.3%
🔴 Broadcom $AVGO –22.3%
🔴 Meta $META –16.1%
🔴 Nvidia $NVDA –13.2%
🔴 AMD $AMD –7.9%
UPDATED cheatsheet for you to save
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441,078 new millionaires were made in 2025 in the US.
These qualities will make you a millionaire:
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Don't forget $NVDA crashed 4x in 1 year before exploding from $85 to $237.
$MU will be the exact same crashing from $1250 to $700 before exploding to $2500+
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@itsmichaelluu My internal plan is as follows
⬇️
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The most dangerous CPI of 2026 drops tomorrow 8:30am.
And the risk is pointing in only one direction:
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