The World Poet of $
5.3K posts

The World Poet of $
@neruda_de
…just a human being behind a screen typing




🚨 Incoming short report to drop soon on memory sector I was given a glimpse on what is leading the selloff of memory sector and its bad. Sora appears to be just the first announcement of planned shutdowns of Ai video. Report suggests OpenAi was struggling to keep up with commitments to purchase up to 50% of the global supply of RAM after costs exploded, making it difficult to maintain running memory intensive applications globally. Basically OpenAi has secretly pulled its unrealistic commitment of HBM NAND and DRAM that could have massive implications for price volatility behind the scenes. $SNDK $MU

We want the war in the Middle East to end now. The world is tired of it. But any talk of destroying or defeating Israel will bring us into the war. On the side of Israel!



$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI? No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)… At a $140M valuation. ($350m now) Not only do you get the most direct laser exposure to future CPO scale up? But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon. With Win Semi bridge capacity scaling needed for hyperscaler supply chains. Don’t think 99.9% of people realized the sheer scale of this yet.



Costco just rolled out Kirkland Signature sparkling energy drinks. It’s a 24-pack for $16.99, with peach, orange, and tropical flavors. Each can has 200 mg of caffeine, so this is clearly Costco taking a shot at the Celsius crowd.




$COST just rolled out Kirkland Signature sparkling energy drinks pricing a 24-pack at $16.99. That is a major price undercut versus most energy drinks and if Costco gets the taste right it could take real share from brands like $CELH.












