PlayaBull

Tesla is the future, and Tesla stock is the assurance of its investors future.

@blondesnmoney And they will get steamrolled by Claude doing your returns 10X better and easier. Give it couple years max.

@jukan05 This geopolitical nonsense has to end, the memory and AI infra stocks want to go so much higher.

Looks like selling Samsung this morning was an excellent call on my part.

An admin in full harmony😬

Was expecting zzzz but Shocker instead.. $DRAM (Roundhill Memory ETF) traded $250m in first to days, and $10m pre-market today. That makes no sense, esp for a theme ETFs. They prob lined invs up, but even still that's bonkers, Top 0.1% numbers for newbie ETF

@EricBalchunas Thank you so much Eric, few names in this one are mostly unavailable to US retail (SK Hynix, Samsung, Kioxia) so I can see it doing well going forward. Cheers.

@DeItaone Wait is this the same Axios that reported of an "'imminent peace deal" Fake News.

🚨 *US CONDUCTED STRIKES ON MILITARY TARGETS ON KHARG ISLAND: AXIOS

@bensimpsonau You left your family for 18 months? How did you stand being away from them so long?

18 months as a nomad. Solo. 8 countries. One bag and a laptop. A few years ago I tested what would happen if I untethered completely. No apartment. No office. No fixed address. Just my laptop and whatever country felt right that month. Bali. Dubai. Thailand. Each place rewired something. New inputs. New energy. Problems I had been stuck on for weeks just resolved themselves in a different environment. It was not always easy. Midnight calls because your team is on the other side of the planet. Loneliness that hits harder when you are 10,000km from everyone you know. Months where the novelty wore off and it was just hard. But freedom was always the point. Not comfort. Freedom. That is why I chose crypto. The only industry where I could build something real without being tied to a postcode. Global markets. Online infrastructure. No head office required. The entire business runs on the internet. Now I am in Vietnam with my family. Different chapter entirely. Working remote whilst on holiday. Jumping between calls and street food and coconut boat rides. Same principle though. Build something that gives you the ability to choose. Then actually choose. Still living by that rule today. Onwards.

@DeItaone If the goal is global energy crisis, everyone is on the right track.

🚨 IRAN'S KHARG ISLAND TARGETED WITH SEVERAL STRIKES - MEHR NEWS

@justinboldaji How you follow up on an all timer with a better one. Touché…

@richardspi63880 I also hide Quran verses in my books so children unwittingly embrace the light of Islam

Telling everyone how impressive my first gay bareback orgy was

@HyperTechInvest Not nitpicking but shouldn’t the ticker for SK hynix be $HY9H or $000660 ?

If we annualize Q1 earnings Memory makers are trading roughly at: - $MU: 6x operating profit - $SSNLF: 8x operating profit - $HYNSE: 5x operating profit

One early sign of the next stage of The Operation (ie destroying Turkey) is that we'll be hearing lots of Greek voices, seeing content about Ottoman abuse of Christians, rightoid influencers will be digging up gay sex life of Sultans… and ofc Constantinople. Watch this space.

@EricBalchunas was wondering how the new memory ETF $DRAM started as far as flows? Not the best time for an ETF launch obviously , but I expect it to do well long term. Thanks Eric.

World’s supply chain is getting obliterated before our eyes over this stupid war of choice. You couldn’t do a better job if your ultimate goal was a global financial crisis. Well done!

@jnconkle No earnings beat or guidance beat can match the world’s supply chain getting obliterated right before our eyes over this stupid war unfortunately.

it's over 😭🥹

@MarkosAAIG @jukan05 Spectacular earnings on top of spectacular demand side statements are all muted by this stupid war, and rightfully so.

Samsung earnings are out. I just got the Korean numbers by @jukan05 and still waiting for the English press release. Revenue: ₩133 trillion ($87.9B) up 41.7% from last quarter (₩93.84T) and up 68% year-on-year (₩79.14T). Massive beat versus consensus of ₩121T. Operating profit: ₩57.2 trillion ($37.8B) up 185% from last quarter (₩20.07T) and up 755% year-on-year (₩6.69T). Amazing results. Beat by far the highest analyst forecast I had on record which is Meritz at ₩53.9T as the high end. More to follow when the English release drops. Very curious on the HBM specific news $MU $000660.KS $005930.KS $NVDA $AMD $TSM

@TradexWhisperer SK hynix $HY9H. King of Memory

What's your single most bullish company right now, the one you'd buy regardless of war, and why? Let's collect some data from the crowd

@firstadopter And the one thing that could fuck all that up is happening before our eyes, like a slow motion train crash

SAMSUNG ELECTRONICS CRUSHED EARNINGS! GOOGLE CEO SAYS MEMORY SUPPLY IS A CONSTRAINT! ANTHROPIC IS ADDING $16 BILLION REVENUE RUN-RATE IN LESS THAN TWO MONTHS! BLOOMBERG ALL CAPS HEADLINING IS FUN!

@shortbus_ace No: 1 is causing a chain reaction of events that cause, supply chain issues, major energy crisis, uncertainty, and the 2nd largest pool of money investing in No:2. It’s as if the only thing that could fuck this beautiful thing we got going.

what is a bigger risk to the market right now? explain in replies if you please

More compute more revenue, more compute more memory. Sorry memory bears 🐻

@bubbleboi Did you see the memory reports @jukan05 shared and have the same reaction:)

Holy shit