Mark Walters

@ParadisLabs I would honestly love to see that. Teach a man to fish🫡

Would a post on how you can actually scale your account be useful? I.e. the core principles I've used to get ~585% returns YTD? Or do you guys just want stock research/picks lol? Feel like it would help from an educational standpoint?

@jukan05 Nanya Tech printed.

Confirmation of Strong Memory Market: Reaffirming an AI·DRAM·HBM-Driven Super-Boom Cycle (BofA) 1. Industry Overview • All three experts — Nanya Tech CEO, an AI semiconductor specialist, and a TrendForce analyst — expressed a bullish view on the market outlook based on improving prices and supply–demand dynamics. • The global memory market is experiencing structural demand expansion centered on AI servers, which aligns with BofA’s super-cycle thesis. • In particular, TrendForce significantly raised its forecast for DRAM and NAND price increases compared to prior estimates, projecting that demand will far exceed supply even in 2026. 2. TrendForce View • 4Q25 DRAM +30–35% (previous +18–23%), NAND +25–30% (previous +20–25%) — upward revision. • 1Q26 DRAM +20–25% (previous +8–13%), NAND +20–25% (previous +18–23%). • The 2026 supply-demand sufficiency ratio is expected to remain low — demand far stronger than supply. • DRAM makers are intentionally slowing shipments and building inventory strategically to induce higher selling prices later. • Rising memory prices may lead to higher end-product prices in 2026, including notebooks and smartphones. • Despite the 50–60% price premium of HBM4, the average HBM ASP in 2026 is still expected to decline about 10% YoY (although a shift from HBM to DDR5 could cause price increases). 3. Nanya Tech View • Price uptrend expected to continue in 4Q; October revenue approached the peaks of 2018/2021. • DDR5-to-DDR4 production conversion is relatively easy, enabling flexible response to customer demand. • New fab expansions planned for 2026 will realistically only begin in 2H27, meaning bit growth in 2026 will be virtually flat. • Pricing negotiations are shifting from quarterly to monthly, reflecting a supplier-dominant market. • Channel inventory remains low, leaving room for further price increases. 4. AI Semiconductor Expert Robert Castellano’s View • OpenAI’s massive AI infrastructure investment is driving structural demand for DRAM/HBM. • OpenAI does not own its own datacenters; CapEx expansion is carried out through partners (cloud providers, semiconductor companies, building leases) — approximately USD 1.4 trillion commitment over 8 years. • OpenAI’s annualized revenue is growing to around USD 28 billion. • U.S. big tech’s AI server chips (GPU+HBM) represent a shift toward “high-value, high-density memory,” unlike the dot-com/cloud bubbles of the past. • AI data center and sovereign AI infrastructure investment is expected to deepen HBM supply shortages. • Memory makers, unlike in past cycles, are pursuing “profit-centric” strategies and refraining from aggressive capacity expansions; simultaneous bottlenecks in HBM and DDR5 are tightening overall DRAM supply. 5. Investment Implications • AI-driven demand for DRAM/HBM is expected to maintain structural growth for the next 1–2 years. • Supply increase remains limited, and memory makers are shifting toward price-focused profit optimization. • During the HBM4 transition period (2026–27), DDR5 production capacity is likely to shrink, supporting continued strength in commodity DRAM pricing. • Key beneficiaries: SK hynix, Samsung Electronics, Micron (HBM supply expansion, DDR5/HBM mix improvement). • Legacy DRAM makers (Nanya, Winbond, etc.) may also benefit from short-term price rebound. • The likelihood of a memory super-cycle through 2026 is strengthening, with the industry entering a high-profit phase supported by prolonged AI CapEx.

@ChrisCamillo The calls printed. Never doubt the 🐐. Looking forward to the next pod

Few weeks ago just retail misfits pounding $AMZN while everyone cried about $200B capex. Now they’re piling into pro-Amazon takes. If you can’t hold conviction when it’s ugly, post all you want, just don’t expect anyone to listen.

@gregory_FTA wow.

If you look at a 6 month chart of $TER, you might think you have already missed the move, but if you look at a 30 year chart, you realize it's just getting started.

@ParadisLabs holy value drop

Going even more bullish on Taiwan: Started a position in Nanya Tech (TPE 2408) on the current 35% dip. Seems like a super easy/obvious long at these levels? TLDR: - $SNDK, Sk Hynix, $CSCO investing in Nanya is huge, funding capex/growth - They'll smash earnings next week - Assymetric pricing power given DRAM shortage Stock is down 35% mainly due to $2.5B capital raise from $SNDK, SK Hynix, $CSCO at end of March. To fund: - building manufacturing facilities in Taipei - acquisition of production equipment for 10nm-class process nodes Huge bullish signals all round when those names are going to Nanya to secure reliable DRAM supply. A couple near term catalysts: 1/ Earnings report next week. Management guided for 10%-20% avg selling price increases for Q1. But DRAM contract prices are somewhere at the 90% levels now. So expecting significant upward revisions for FY revenue + earnings. 2/ Q2 2026 Pricing jumps. The supply-demand imbalance will reach a critical inflection point in the Q2 2026. Resulting in a sharp jump in contract prices that could exceed the gains seen in Q1. Trendforce projects that DRAM prices will jump an additional 63% in Q2 2026 given the depleted inventories.

@AlfieJCarter BIBLE

I've made $398,472 from LinkedIn outreach. I've spent 100+ hours creating a guide that covers my EXACT strategy. Companies pay $5k+ for this info. But I'm giving it away for free. Reply "BIBLE" + follow for access

@FynCas PAGE

My AI theme pages doing $104k/month across social media $22k from Youtube $67k from Instagram $15k from Tiktok - AI videos in seconds - 10x reach in 24/7 - Zero waiting You don’t need a huge audience to pull this off —just the right niche and consistency RT + comment “PAGE” and i’ll dm you the setup (must be following)

@FynCas UGC

I make $2K a day selling AI ads. But here’s what surprises people… - AI ads in seconds - 15x reach in 24/7 - Zero agencies, zero waiting Every video I sell costs under $9 to produce — and brands pay hundreds because they outperform normal UGC ads. This is the biggest shift in digital ad creation right now. RT + comment “UGC” and I’ll DM you exactly how it works. (must be following)

@maxxmalist AI

a lot of people asked how i get the ai to show screenshots of an app it's insanely simple, i just broke down the exact step-by-step process for you: - how to prompt - which model settings to use - how to get ai to show your app on a phone screen - how to make it look premium like, rt and reply with 'AI' and i'll send it to you (must follow so i can dm)

@josephxhenry Slides

Jason Fladlien was the man behind Iman Gadzhi's 8 figure launches on Whop He spoke at WebinarCon and boy oh boy did he drop some value on webinars (comment "slides" for his slides) He had very detailed slides with prompts you can use to craft highly converting webinar slides with Ai He purposely skipped through them very quickly so you would just buy his program (which I did) but I managed to grab a photo of nearly every one of his slides. Like + comment "slides" if you want the photos of the slides with prompts and crazy nuggets some people have their inboxes locked and I can't send, so follow me to ensure you definitely get the DM

I'm not trying to be overly dramatic but... If you’re running a B2C SaaS and ignoring all the *free* ways you can be getting traffic and sales from ChatGPT and Google, you’re going to get completely smashed by your competitors within the next 6 to 12 months. Just watch. Every month I see founders leaving $20,000 to $50,000 in untapped MRR because their SEO and AI Search Optimization strategy is either spray-and-pray or nonexistent entirely. Let’s fix that today. Right here, right now. And if you want 3 low-key cheat codes for landing B2C SaaS sales from ChatGPT in 30 to 60 days, just Follow + RT + Comment “SEO Stuff B2C SaaS Guide.” You must do all 3 for the DM. Alright, the first thing you need to understand is how buyers actually look for what they need in 2025. Your customers are not searching like it’s four years ago and simply typing your brand name into Google anymore. Instead, they’re asking AI tools: “best app to schedule fitness clients” “easiest way to invoice tutoring students” “how to track sales for my Etsy shop” “cheap CRM for a one-person business” “time tracking tool for freelancers” These questions appear inside: Google AI Overviews ChatGPT Perplexity Gemini Bing And if you’re not there, your competitor is eating up your sign-ups. It's important to battle this by starting with the right keyword data. Forget the high-volume vanity keywords, because the real value is in intent-driven queries that indicate buying intent. Best research sources right now: SEO Stuff Keyword Explorer with the AI Overview visibility filter Reddit and TikTok comment analysis for real-world phrasing G2 and Capterra review mining for competitor gaps and feature pain points Filters that work in 2025: Keyword Difficulty under 30 Search volume between 100 and 1,000 per month CPC above $2 Intent words like for, with, to help, best, easy, affordable This keeps you visible across both search engines and AI assistants. And you need to make sure you're building out the right type of landing pages. Every core feature and use-case needs its own landing page. Checklist for conversion and citation: Outcome-focused H1 (“Automated Email Sequences for Shopify”) Benefit-based bullets above the fold 30–60 second demo video Scroll-triggered testimonials or case studies Internal links from blog posts and guides Structured data: SoftwareApplication + Product + Review Phrases that trigger AI context: “trusted by 5,000 creators,” “best alternatives to [Competitor]” These are the exact types of pages that ChatGPT and Gemini extract citations from. You also, and I can't stress this enough, need to own your comparison pages. You’re losing sales if you don’t control your “vs” and “alternatives” content. Queries like: “[Your Tool] vs [Competitor]” “Best alternatives to [Competitor]” Comparison page formula: Features and pricing side by side Screenshots or GIFs Real review snippets Balanced verdict at the top and bottom CTA at multiple points AI engines prefer balanced, well-structured comparison pages. These pages often get cited word-for-word inside ChatGPT answers. And make sure you're leveraging video. AI engines increasingly surface video inside answer blocks and overviews. Video formats that perform best: 60-second product demos Workflow walkthroughs Customer success stories Direct comparisons Upload to YouTube with keyword-rich titles and add transcripts. ChatGPT Browse and Gemini both scrape YouTube captions and titles for citation context. Also, make sure your schema is on point. Structured data separates SaaS brands that get cited from those that get ignored. Wrap every Q&A section in proper FAQ markup. Gemini and Claude often quote these verbatim. And make sure your authority content matches what customers are actually searching for. AI models now prefer structured, early-stage content that mirrors real search phrasing. Plan 4–6 weeks ahead to catch seasonal spikes with content like: “End-of-Year SaaS Planning Templates” “Back-to-School Automation Stack for Creators” “2026 Planning Framework for Small Businesses” TOFU content that converts now: “Top Workflow Mistakes for [Audience]” “Beginner’s Guide to [Use Case] + Free Templates” Each post should link internally to your feature, pricing, and comparison pages. Also, keep in mind, retention directly affects your reinvestment into SEO and AI visibility. Content that reduces churn: Use-case onboarding hubs “How to [X] With [Your Tool]” walkthroughs Weekly pro-tip newsletters Bonus template or workflow drops Users who stay longer create better engagement metrics and more branded search signals. And please for the love of god don't sleep on retargeting. B2C SaaS conversions are won in the follow-up. Target users who: Viewed your pricing or feature pages Abandoned checkout Read high-intent content Ad formats that convert: UGC-style videos (“Why I switched from [Competitor]”) Results carousels (“Saved 10 hours per week”) Testimonial ads with hard metrics Always add urgency: “Try it free – bonus onboarding pack ends Friday.” Run this 90-Day B2C SaaS SEO + AI Plan: Month 1 Fix Core Web Vitals and schema Launch 3 new high-converting landing pages Earn 5 to 10 DR50+ backlinks Month 2 Publish 30 high-intent blog posts Launch retargeting for pricing and feature visitors Record 2 short demo videos Month 3 Publish 10 comparison pages Release seasonal or event-based content Add a lead magnet and onboarding email flow Remember, most B2C SaaS founders trip over their own feet while doing their own SEO and AI Search Optimization. They: Post random blog articles with no intent focus Have weak backlink profiles Ignore schema Don’t measure branded search Have zero AI visibility Run the system above for 90 days and you’ll rank for what buyers actually ask, not what you think they search. You’ll earn citations across Google, ChatGPT, Gemini, Claude, Perplexity, Bing, and Grok. If you want the done-for-you version so you can stay focused on product, visit seo stuff dot com. And check out the case studies I've been posting all week in my previous tweets. And if you want 3 low-key cheat codes for getting B2C SaaS sales from ChatGPT in 30–60 days, just Follow + RT + Comment “SEO Stuff B2C SaaS Guide.” You must do all 3 for the DM.

@alexgroberman SEO Stuff B2B SaaS Guide

@alexgroberman SEO STUFF

@marryevan999 UGC

We hit $382K in 36 days. No ad agency. No freelancer. No creative team.
 Just 1 tool that spits out 348+ videos/day while we sleep. 300+ TikToks auto-posted daily
 20 burner accounts
 100% organic traffic Comment “UGC” & I’ll send the tool. 
 (Must be following)

@PierreKhouryyy Tru af

Here are the 4 main things I have learned from taking an info offer from $0 to $1.2M/M in 13 months: 1. The most powerful skill you can acquire is being able to raise your team’s standards. That is the game. You cannot achieve anything unless you genuinely believe you can do it first and on top of that be able to convince your team they can too. 2. You have to ACTUALLY TRY to hit new goals. You think your trying but your really not. Be willing to do everything you can to make money you otherwise wouldn’t make. And don’t say “it’s not worth the time.” This mindset took the offer from cruising at $500k/m for multiple months to $1m/m in one month. 3. WATCH SALES CALLS. Sales and marketing need to move in unison. Every question you ever need answered lays in sales calls. 4. Layer different conversion mechanism’s. Some ppl need different ways of being sold.

@dashboardlim free

I just created a step-by-step guide to help you self-host n8n This is the exact setup we use to build unlimited AI agents without paying $20K/year on tools like Zapier Want this premium guide for FREE? 👉 RT + Like & Comment “free” and I’ll DM it to you No sign-in, no BS (Must be following)

@alphazeri $SRY we're going higher

@alexoakdev FREE

I hate seeinge so many people struggle with their consumer app. It‘s was easier to succeed than everybody makes it out to be. That‘s why I have decided to create a FREE group for everybody interested in consumer apps. I should be charging thousands of dollars for this, but the market is big enough for ALL of us to win big. We‘ve already grown to 200+ members in the first few days. So much value being shared every single day. Get in while you can, we’re still unbelievably early. Will probably start charging for it soon. Reply with "FREE" to get access. It‘s 100% free to join.

@antinertia arcade agents

today I woke up with 6 fresh new UGC ads generated by a fully-autonomous AI AGENT my effort? Zero no research, no scripting, no editing and the ROAS is already positive i wish i had this cheat code for my first Meta Ad campaign years ago.. The combo is Arcads.ai + gumloop Here’s the process: - upload a winning ad - agent analyze it - it keeps the secret sauce - spin hundreds of fresh, proven ads, ready to scale I put together a step-by-step guide on how you can do the same. Comment "Arcads Agent" and I’ll send it over.

@antinertia tiktok shop

talked to tiktok shop kid making 5-digit $$ profits/month > 0 ad budget > fully-AI UGC content > didn’t even show his face once he’s in uni, dad thinks he’s gonna end up BCG junior associate kid knows more about marketing that any top tier consulting dude what he told me > find viral products on kalodata > applies to get an affiliate link > copy their best ugc with arcads.ai to generate fresh versions tiktok shop is the new dropshipping comment “tiktok shop” and i’ll send you the full report with script and profits infos