Unhinged_citizen retweetledi
Unhinged_citizen
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@Rothmus RUN, every time you see one of these curly-haired Schylocks claiming to be motivated to "do good".
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Imagine thinking this is forgivable
The Kobeissi Letter@KobeissiLetter
BREAKING: FTX founder Sam Bankman-Fried formally applies for a pardon from President Trump.
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@BarakRavid What a total humiliation for US prestige and power.
Trump is no longer a force to be reckoned with.
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🚨Trump on Truth Social: Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way. The Blockade will remain in place, and in full force and effect, until a “Final Deal” is reached. Things should move quickly. Thank you for your attention to this matter!
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@s_m_marandi Why hasn't this lapdog been dismantled? A small militia force can dislodge him.
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@s_m_marandi Press the advantage.
Cluster strikes on Ben Gurion to cripple the aerial tanker fleet on the ground!
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@StockSavvyShay @FuturumEquities Anything over 10x is INSANE.
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Unhinged_citizen retweetledi

@TheGriftReport Good for him.
The UK never had any loyalty to him and the British people always looked down on Poles.
No reason to put up with that sinking ship and continue paying into their social security.
Time to build your own wealth in Poland.
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POLISH TRAIN CONDUCTOR WITH TWO DECADES IN BRITAIN WINS 1.8 MILLION POUND MANSION AND IMMEDIATELY SELLS UP TO MOVE BACK TO POLAND
Dawid Szulc aged 39 a train conductor living in Crewe Cheshire scooped the prize on 31 May from Elite Competitions including a fully furnished mansion in Lancashire a Land Rover Defender and twenty five thousand pounds tax free cash.
The father of one who moved from south west Poland to Britain in 2005 at age 18 and returned permanently in 2015 immediately sold the Land Rover and plans to sell the house.
Szulc said his biggest dream was going back home and the win removed the mortgage work and everyday responsibilities that had held him back.
He celebrated with partner Kamila and eight year old daughter Amelia with family in Poland emotional over the news and plans a two week trip to Poznan in August for his fortieth birthday before a permanent move within the next couple of years.
Elite Competitions CEO Alex Beckett said everyone is delighted for Dawid as it was never about cars or houses but being closer to loved ones.
Thoughts?


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Unhinged_citizen retweetledi

The Houthis, an Iran-backed militant group that controls much of Yemen, declare a ban on Israeli ships in the Red Sea bloomberg.com/news/articles/…
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Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this).
Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture.
Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM.
The new Vera CPU needs large amounts of LPDDR5.
RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5.
And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem.
Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it.
Here is what the numbers look like right now.
Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record.
Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15.
These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry.
The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history.
First, the entire 2026 HBM supply is already sold out under multi-year contracts.
CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price.
Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model.
Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS.
At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625.
The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul.
The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled.
Micron trades at roughly 9x forward earnings today.
That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history.
Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis.
Link below!
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@PeterSchiff Actually, Trump and the US are not in control.
I knew the US was an empire in decline, but I didn't understand it would happen so quickly.
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