Tarde Wihsqrere
90 posts
@TradexWhisperer we all knew about it before anybody else thanks to tradexwhisperer
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$MU $SNDK $DRAM
$SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb
Supply-Demand Imbalance: Current production meets only 60-70% of demand. New fabs take 2-3 years to build and reach volume output (expected late 2027 or 2028 at the earliest), and even then, they’ll mainly cover existing AI needs. Gigawatt-scale data centers will further spike requirements.
Hyperscalers and AI firms are locking up supply via long-term contracts and prepayments, leaving less for consumer/enterprise markets. This has extended the projected shortage timeline from 2027 to 2028
Silicon Motion specializes in NAND controllers for SSDs, giving them strong industry insight. Similar warnings have come from Micron, Samsung, and others. Chinese suppliers (e.g., CXMT, YMTC) face their own domestic demand pressures and aren’t fully alleviating the global crunch.
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@TradexWhisperer This is the type of content I like from you. Micron is down. Most FinX influencers start posting bearish posts because it’s down. You stick to your thesis & post rational content justifying it.
Like I said in one of my comments to you way earlier that’s your moat.
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Monthly Semiconductor Sales. Straight up.
War? Didn't matter.
Tariffs? Didn't matter.
Michael Burry? Didn't matter.
Jobs, Inflation, Energy, Rates? Didn't matter.
AI doesn't give a fuck about rates, some clown's put positions, war, or oil. It waits for nothing.
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$MU Price walked up to $1012. Good. But it hit a wall at the 0.618 fib. The golden boundary. Rejected almost to the tick. Now testing middle BB.
See these candles live on TV with our Elite tier. 3 seats left for today.
300+ charts daily. Try it free:
patreon.com/posts/master-m…
Trade Whisperer@TradexWhisperer
$MU BLUE candle fired. +7% pop. Middle BB has been tested multiple times today and hasn't broken it yet. 0.5 fib holding underneath. Constructive. Massive Google capex increase. LFG! 300+ charts daily. Try it free: patreon.com/posts/master-m…
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Years of forward earnings to buy back its entire market cap:
$SKHY 4 years
$MU 5 years
$SNDK 7 years
$NVDA 16 years
$TSM 19 years
$AMD 37 years
$INTC 60 years
$ARM 86 years
Bears keep saying cash flow is what matters. Fine. Price that in.
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140,000 followers. Thank You!
Out of 140k, 1,496 of you reported $212.4M in combined gains that came partly from following this account. One Elite member reported $10M alone.
Four names did it. $PLTR $RKLB $MU $SNDK
And I'm not done. Room for more. Don't be late twice.
Trade Whisperer@TradexWhisperer
$MU $DRAM $SNDK Curious to ask the community something. I'm not managing anyone's money, but I've come to realize my research and conviction do influence some of your BIG decisions. How much of your gains would you say came partly from following me here? Fully anonymous 👇
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$NVDA has announced that it is supplying its AI platform 'Vera Rubin' to customers including Google
"In CoreWeave operations, megawatts per throughput is 10× higher than NVIDIA Blackwell."
"Vera Rubin is a rack-scale AI infrastructure. It is co-designed with 32 NVIDIA Vera CPUs, 72 Rubin GPUs, NVLink 6, and storage. There are no internal cables, fans, or hoses, reducing assembly time from several hours to 1 minute."
"Rubin CPU is NVIDIA's first self-designed server CPU. It applies 88 Olympus cores based on the company’s architecture."
"Olympus cores deliver 1.8× higher CPU performance compared to x86 architecture-based CPUs. Inter-core bandwidth is 3× higher. Memory latency is 40% lower."
"The number of tokens per megawatt is a key indicator for AI infrastructure. The more tokens, the more workloads can be processed with the same power budget and less power."
$MU $SKHY $DRAM $TSM
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TSLA Earnings LIVE: TSLA Q2 2026 Results, Call & Reaction (+GOOGL, NOW, IBM) x.com/i/broadcasts/1…
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Utilities are green across the board today after OpenAI raised its projected spending on compute power from $600B through 2030 to $750B 💰 $XLU
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New to photography Master the rule of thirds to level up your shots instantly. It’s simple—place key subjects at intersecting lines for balanced, eye-catching results!
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A stranger in the rain held their umbrella over me for 10 whole blocks when I forgot mine. Small acts warm the whole world
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[Just moved into my first apartment after years of sharing dorms u0026 tiny rentals – cooking my own meal tonight tastes like pure freedom! ]，
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