Ren

$SNDK is, as most of you know, my best performing position, up over 1,300% since I bought it back in October. Memory has been the best performing layer of the AI infrastructure in my portfolio that is now over 500% YTD. So in the middle of 2026, I set out to answer one question. Should I still be recommending memory to the people who follow my work, some of whom take it and run with their own view, and some who follow it to the letter? This is my first deep dive on memory, written for a broader audience. Not the everyday Joe who already knows the difference between NAND and HBM, or why one memory company has outperformed the others. The question I'm trying to answer is simple. Does memory still have room to run? If yes, why? If no, why not? And what does it have in store from here? My goal on Substack is to help you build your own conviction. Conviction in the future. Conviction to hold when the next correction takes high-beta stocks down 40%. The kind of conviction that doesn't come from reading a single tweet that says "did you listen to me, I told you, and now it's up 300% since my last post." That only comes from reading and understanding for yourself what is happening in AI infrastructure, in memory, and in this case in $SNDK. Here is the link to the Substack. If I get a single beginner investor to understand this topic and the nuances around it, all the work was worth it. Free subscribers can redeem a one-time pass to read the paid article. If this is something you want to understand more deeply, go for it. Especially if you want to make it a bigger part of your investment portfolio. Memory and $SNDK are one of my top allocations. Find out why, and whether from here I'm trimming, adding, or cutting it all. Leave me your feedback. Love you for it. open.substack.com/pub/rensub/p/s…

@Fickifacki123 Hahahaha

$NBIS A quick and dirty tier list based on the value I extract from these NEBIUS related accounts. Each brings something different to the table, from speed and unique takes to deep alpha, reliability, or simply helping to build conviction. Happy to hear more suggestions.

@aleabitoreddit FR, a lot of ppl have been asking me. Like dude, do you even know where the future is headed. Firms like that just make better buying opportunities for those that know better.

Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia. They gave $INTC a $36 PT back in Jan and now it’s $118. Good lesson to ignore institutional reports that get published for retail consumption. They’re not here to help retail investors.

@babyfolio Bro just buy SK Hynix, why over complicate things.

SK Square now at 41% discount to NAV 👀

@__Con_ GIGO. True

As someone who is also in the AI/ML space, I don't think this is true. Models lack alpha if you prompt it poorly. If you do a mid prompt, you're going to get a mid response (and mid "alpha" or no alpha at all lol). If you know what to tell these models, you'll get very good stocks (some which you might have picked yourself). You basically just outsource the thinking to the model, while you give it the criteria. Which is what we do when trading/investing anyway. This is a good framework I use: Feed data into LLM of choice (or multiple) -> Give the model/models a criterion to look over each stock by (a list by list framework, basically put what you do into words) -> have one managing AI go over all stock picks and compare what they find. But honestly, even just using grok is enough given the right prompts (made 100% returns on $CRWD given one prompt to it a while back lol). Just my 2c.

At my job, I work with 14 different models, some proprietary, most are Claude with different levels of guardrails. Paradis is spot on, on this take. Models lack alpha. Good. This is a human endeavor, for now… Some humans also lack alpha. That’s good too, not all of us can win. Here is looking at $DUOL stock owners.

@michaelmavenx To each his own, I don’t think one is better then the other. I wouldn’t trade my style tho.

@StockPrinter @RJCcapital Hire me? LOL

@renstocks_ @RJCcapital I crushed him

A lot of my followers are somewhat new to FinX. @RJCcapital is one of the few OGs here. Back in August-October, when I was deciding if I wanted to be a little bitch and put my money into Visa, Walmart, IBM, you know, the safe bets. I found his account. My first take from this guy was $SNDK. It’s now one of my top 3 1000% positions. This is the type of dude you find, want to get a drink with, and go get some bitches after. You’ll come for his stock picks, but you’ll stay for his dry-ass humor. He took a break but he is back now. Oh, and ofc I’m smoking his ass even though I'm not back to ATH.

I have to agree with @leopoldasch – $NBIS and $SNDK seem like the best bets going forward, so I’m building my portfolio around these names. Did a deep dive on $SNDK, helpful for all types of investors. Go check it out on Substack. You can claim your free paid post and build your own conviction. I won’t spoil it for you… but you kinda know where this is headed ⚡️ open.substack.com/pub/rensub/p/s…

@cherryPayment @RJCcapital Top 3, 1000% positions. So I missed a comma.

@renstocks_ @RJCcapital 310倍 确实太夸张了……1w也是310万了

@TedWilliams1930 @RJCcapital Real.

@renstocks_ @RJCcapital was he really a corporate lawyer or was that sarcastic?

@EndicottInvests Is that some kind of STD? jk jk!

@renstocks_ I’m not that private haha. I have YT

Best city on the planet

@kowalla1999 @leopoldasch Yes, at any major weakness. I added a lot at 1400-1500.

@renstocks_ @leopoldasch Still buying today?

@RJCcapital 🔥🔥🔥 fire unc I’m in the same boat. I’m giving it a year.

@renstocks_ yessir fuck that

Pretty decent returns for these funds in May