chillin
5.9K posts



1 year ago, MU was at $65. It's up 1100% so far. DRAM launched on 1 month ago and its up 85% already. Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 Micron Technology ($MU) — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 SK Hynix — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 Samsung Electronics — 25.02% World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips. ⚪ Kioxia (285A.JP) — 4.98% Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand. 🔴 SanDisk ($SNDK) — 4.81% Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it. 🟡 Seagate Technology ($STX) — 4.75% The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins. 🟣 Western Digital ($WDC) — 4.67% HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally. ⚫ Winbond Electronics — 0.12% Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing fast. 🔵 Nanya Technology — 0.07% Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand. I added Jan 2018 $70 calls for a long term hold at $15.





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Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving." Tell that to the Amazon workers who were forced to keep working as their co-worker lay dead or the Amazon workers who have to piss in bottles to make their delivery quotas. Billionaires like Jeff Bezos bring no value to society for anyone except themselves. His entire fortune was made off the mass exploitation of labor and the mass extraction of resources that belong to the community. Workers make the economy run, which is why workers should own the means of production.















