PharmaBro retweetledi
They selling mu and sndk
In theory they should be selling everything else if these can’t go up. Mu at nothing pe. lol
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PharmaBro
12.4K posts
PharmaBro retweetledi
congrats @BitMNR
+65k additional ETH
$1.1b in cash
$BMNR
Bitmine (NYSE-BMNR) $ETH@BitMNR
🧵 1/ BitMine provided its latest holdings update for March 23, 2026: $11.0 billion in total crypto + "moonshots": - 4,660,903 ETH at $2,072 per ETH (@coinbase) - 196 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $95 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $1.1 billion. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…
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The madison. Is a different kind of show. Tracey’s died 4 yrs ago on the 25 th. Coming up soon the show brings back a lot of memories. None easy.
Life is not about trading. It’s not about money. It’s about love.
Nothing else matters
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@LauraLoomer yes. judgy people like you who have no clue what it's like to travel with kids
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Is there anything worse than a crying baby on a plane?
I wish parents would control their children. It’s so disruptive. I refuse to believe a baby cries for 10 hours. At some point this is just bad parenting, right?
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Not quite sure why Trump would post that Friday. Made 0 sense.
Mkt scared of 48 hr deadline
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@RapidResponse47 @POTUS if nato wont help, then we should leave. fuck them
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.@POTUS on opening the Strait of Hormuz: "It's a simple military maneuver, it's relatively safe, but you need a lot of help in the sense that you need ships, you need volume. NATO could help us but they so far haven't had the courage to do so... it would be nice if the countries, including China, if the countries that use it... would get involved."
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@FunOfInvesting same way they refuse to add mstr...just anti bitcoin boomers
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He makes a good point on $SOFI
However, the S&P 500 committee does not have the best judgement unfortunately. Many of their picks (especially recently) have been dubiously poor to say the least.
Shay Boloor@StockSavvyShay
Dear S&P 500 Committee, You added $SMCI at the top and then watched it lose ~80% (allegedly with a little help from a hair dryer). You have the chance to swap that out for $SOFI which has a banking license, 13.7M members and is guiding for at least 30% CAGR through 2028 (all without ever needing heat tools to pass an audit). We think you know what to do.
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PharmaBro retweetledi
Dear S&P 500 Committee,
You added $SMCI at the top and then watched it lose ~80% (allegedly with a little help from a hair dryer).
You have the chance to swap that out for $SOFI which has a banking license, 13.7M members and is guiding for at least 30% CAGR through 2028 (all without ever needing heat tools to pass an audit).
We think you know what to do.
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PharmaBro retweetledi
Sam, here is something to think about: the first time Nvidia made more than $20 billion in a quarter was just last year the quarter ending in January, 2025. They made $22 billion profit. Next quarter micron is going to make over $20 billion in profit in one quarter. When Nvidia did that they were worth over 3 trillion. Micron’s only worth 500 billion.
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@MarioNawfal when will doj prosecute the people who oversee the voter rolls?
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🇺🇸 DOJ found over 300,000 dead voters still on the rolls.
AG Harmeet Dhillon exposed the shocking federal review numbers.
This is when Trump's request to approve the Save Act makes all sense.
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PharmaBro retweetledi
SO nvda made 68b revenue
mu guides to 33b revenue
mu margins 82% way better than nvda
if nvda revenue goes up MORE mu memory (HBM needed)
mu at 500b nvda at 6trillion...
mu going to 1t
SIMPLE
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Kent Tells Tucker: 'Imminent Threat' Was From Israel, Not Iran; Ordered To Halt Charlie Kirk Investigation zerohedge.com/political/kent…
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PharmaBro retweetledi
Imagine being $MU CEO Sanjay Mehrotra right now:
• You just generated $16B in operating profit this quarter after doing only $8B in revenue a year ago
• Operating Margin 69% vs Est. 62% (nearly 7 points above what Wall Street modeled)
• You guided revenue ~40% above expectations, guided to a record 81% margin, raised the dividend 30% & still trade at under 10x forward earnings
Stock is down 5%.
Shay Boloor@StockSavvyShay
This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.
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PharmaBro retweetledi
mu should be 500 it comes real fast then way more
what if trump says all over seas chips....samsung sk hynex tarriffed at 10-30% then mu prices can be 5% lower than the tariffed price for ever
the other side is it next president takes off all tariffs
always look at both sides
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@KanekoaTheGreat everyone knows tucker orchestrated this behind the scenes...two faced piece of shit
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NEW - Joe Kent on the Iran War:
"The Israelis drove the decision to take this action, which we knew would set off a series of events meaning the Iranians would retaliate.”
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PharmaBro retweetledi
They gonna make 50 then 80 bucks. Take the 25b cap ex and do a special dividend. Explodes stock up.
Takes a minimum of 5 yrs for anyone to build a new clean room and deaign a chip.
Lol. I would t with em all
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PharmaBro retweetledi
:12.07 vs 8.41 expected wow 18.75 to 19.50 on guide expection was 11.29
omg 81 margin vs 72% omg
lol 550 coming
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