Yucel

582 posts

Yucel

Yucel

@yucelt

Views are mine. Not savvy enough to play in the stock market. Salem State Uni. Boston PD rocks. Avid reader, Soccer, RedSox, Patriots, Celtics Bruins

San Francisco area Katılım Eylül 2009
382 Takip Edilen99 Takipçiler
Parma-John
Parma-John@JohnTuccy1·
Fortunately, living in CA. you receive excellent returns on your income tax, -amazing public transportation and high speed rail, low levels of homelessness, highest levels of public education, trash services keeping the city super clean and practically zero crime! Just be thankful your tax dollars are not being wasted!
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Kevin Xu
Kevin Xu@kevinxu·
had lunch with stanford friends and the story was the same all millionaires thanks to huge gains in tech stocks but no one wants to sell because of 37.1% tax hit so they still can't afford a single family home this is way more common than people realize
Kevin Xu tweet media
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Yucel
Yucel@yucelt·
@mzuhair123 They ll have no choice. I think this is just so they don't piss off TSM?
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Muhammad Zuhair
Muhammad Zuhair@mzuhair123·
$AMD CEO Rules Out a Potential Foundry Deal With $INTC Right Now, Claiming That Team Red Is "Very Satisfied" with TSMC "The global growth rate of AI (Artificial Intelligence) has exceeded expectations, and TSMC (2330)'s production capacity is in short supply. In addition to vying for orders from TSMC, international giants such as Nvidia and AMD have recently been reported to be turning to Intel and Samsung as second suppliers. In response, AMD Chairman and CEO Lisa Su said today that the supply chain is indeed very tight, but they are currently very satisfied with their partners. TSMC is an excellent partner. With the continued growth in overall AI market demand, TSMC continues to strongly support AMD in expanding its production capacity. AMD has been evaluating and considering the best supply chain solutions, but is currently very satisfied with its cooperative relationship with TSMC. Lisa Su emphasized that the current overall CPU market demand is far higher than expected a year ago, and the CPU market is indeed quite tight. AMD is rapidly expanding its production capacity, which is one of the important reasons for its visit to Taiwan. This is to ensure that AMD can prepare for the significant growth of the CPU market in the future, and has also successfully obtained great support from its Taiwanese supply chain partners."
Muhammad Zuhair tweet media
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Halal Investor
Halal Investor@_HalalTrader_·
This one's going crazy soon!
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Micron Technology
Micron Technology@MicronTech·
We’re proud to announce a milestone moment for U.S. memory manufacturing. Micron has officially started manufacturing 1α DRAM at our Manassas, VA fab. As the only U.S. manufacturer of memory, Micron is strengthening America’s domestic memory supply with the world’s most advanced DDR4 technology — advancing our more than $200B U.S. manufacturing and R&D investment plans. bit.ly/43kpRJ4 #MemoryMadeInTheUSA #USManufacturing #GoMicron #IntelligenceAccelerated
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Yucel
Yucel@yucelt·
@jbulltard1 Maybe he was sending a message to his girlfriend.
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bubble boi
bubble boi@bubbleboi·
@MacroVickie Bitch i made the fucking machines. Christophe, the CEO knows me by name whoooooo theeeeeee fucccccck are youuuuuuuuu to tell me about their business Eat some fucking rocks.
bubble boi tweet media
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
$INTC Below, I said “Intel could see $160 by July”. I think it will happen sooner than that actually. June. This, when Intel was down -20% in a week. Big things coming. Long. Live. Intel.
ImNotHarsh | 📈💸@imnotharsh

$INTC Intel Technicals 5/16 Saw a lot of folks thinking it's over on Intel. But, I think this sentiment is just followed by price and people have never experienced what price discovery looks like. So, bringing in isoptropic trend lines to help visualize if trend can be validated. The pullback looks like a healthy (though violent) shakeout after the parabolic run from $40s to $133. - Closed at $108.77 (-6.18% on heavy volume) - Big red candle, but has the look of a hammer candle (long lower wick, small body) after a strong run-up. This often signals rejection of lower prices and potential continuation if it holds. - ST-EP06: Consensus: 5/6 UP, still very strong multi-timeframe agreement - ICS Angle: +17.7° is decent and improved from earlier readings (moderate strength) - The Channel Positioning is important here. Price is deep in the bullish channel (15% from floor, 85% to ceiling). It’s in Price Discovery mode but pulled back near the upper half. - The green channel is still sloping higher with expanding lines. - Price couldn't hold the fib support, but it says very little on its own. What it did hold was the 20ema and that says a lot combined with increasing volume - RSI: 62.25 is now healthy, not overbought - EMAs: Price remains well above all major EMAs (20/50/100/200) The weekly is a stronger sense of the bullish trend: - 6/6 UP, perfect consensus across all time scales. This is the most bullish reading possible on the indicator. - ICS Angle: +16.7°, now decent strength (moderate, not explosive but solid for weekly). - Still deep in the long-term bullish channel; 66% from floor, 34% to ceiling. It had a “failed breakout down” but held inside the channel. Key Levels: Support: $100 – $105 (major Fib and channel support) Resistance: $118 – $125 (previous highs) A break out of $114 back above the fib resistance and then a stronger push to $120 will validate and push Intel into $150. This could sound crazy, but Intel could see $160 by July and $175 - $200 by Midterms (if not earlier). Book it. Long. Live. Intel.

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Yucel
Yucel@yucelt·
@pr1nt1ngs @cavepaleo @RayPeatHeadShop Yes. No other oil is a good thing to use because they feed the bacteria. MCT oil C8 or C10 not C12. C8 is the best option. Little goes a long way
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Ray Peat HubblyBubbly Emporium ✝️
A few months ago I ran out of facial moisturizer and didn’t replace the bottle — Figured it’s best not to get comfortable applying something I wouldn’t eat onto my skin. At the time I had prepared a dropper bottle of MCT oil, Vit E, and micronized P4 for someone else (~10mg/ml).
Ray Peat HubblyBubbly Emporium ✝️@RayPeatHeadShop

Progesterone de-aged my face btw; Straight up restored it to the youthful radiance of my 18y/o self

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Yucel
Yucel@yucelt·
@Alex_Intel_ Its gotta be Micron. POTUS met with CEO like a month ago 🤔
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Alex
Alex@Alex_Intel_·
An interesting bit in the interview was that Lip-Bu mentioned Intel needs to secure dedicated memory supply for its customers/partners, and they had a memory 'partner' for this Sounds like Intel is partnering with one of the big 3. But otherwise, there is Nanya/PMC or ??
Pushkar Ranade@magicsilicon

Full house for insightful conversation between @LipBuTan1 and Harlan Sur at JP Morgan Global Technology, Media and Communications Conference.

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Feroce Research
Feroce Research@FeroceResearch·
I will keep saying this, Memory and Storage demand is going to keep ramping higher, there is zero secret in that. Keep riding the wave higher on your favorite company, in my case it is very obviously Micron $MU But what people keep sleeping on is the memory pooling + CXL industry. Do NOT let memory pooling keep running without you. It already has began to take off. I promise you it will become a trend that is going to become very FOMO heavy soon and everyone will be talking about it just like they do about memory now
Feroce Research@FeroceResearch

From being the largest publicly accurate Micron $MU bull you probably know, the room for upside on Memory is far higher I want to emphasize very heavily on memory pooling The fact memory pooling names have already been running hard but I rarely see any discourse on X about them is exactly what I like to see This is how you find stocks which in hindsight actually end up performing as one of the top performing stocks in the entire market You are not bullish enough on memory pooling and CXL switches and I can almost guarantee you that this theme will end up becoming one of the most sought out themes in the future

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Jukan
Jukan@jukan05·
As I’ve explained before, the reason I post some bearish points is to make my own logic more complete. You should never exclude the bear case. You have to incorporate every piece of logic into your thesis.
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Jukan
Jukan@jukan05·
This is honestly ridiculous. When I posted 100 bullish posts on memory, nobody said anything. But the moment I post just three cautious ones, people start saying, “Jukan is bearish on memory. We’re done.” “Jukan was a memory bear all along, huh?” That’s the kind of nonsense I’m hearing. I’m still bullish on memory. I have been since 2024.
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A2THEZ
A2THEZ@awakenowzone·
This interview really makes me want to go all in … $INTW !
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A2THEZ
A2THEZ@awakenowzone·
Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC
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Yucel retweetledi
ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
$INTC Intel Technicals 5/18 Intel was volatile today, nothing new. Welcome to the world of Intel stock. Overnight markets had Intel down -5%. Then, pre-market, Intel rose +4% to $115. Throughout the day, the stock sold off -5%, but ultimately recovered again to be practically flat on the day. Isoptropic trend lines help visualize if trend can be validated. - Still deep in the long-term bullish channel; 66% from floor, 34% to ceiling. It had a “failed breakout down” and now will look to close inside the channel. Mentioned before, the pullback looks like a healthy (though violent) shakeout after the parabolic run from $40s to $133. The Channel Positioning is important here. Price is deep in the bullish channel (69% from floor, 31% to ceiling). It’s in Price Discovery mode but pulled back near the upper half. - The green channel is still sloping higher with expanding lines. - Intel continues to hold the 20ema and that says a lot combined with increasing volume - RSI: 61.66 is now healthy, not overbought - EMAs: Price remains well above all major EMAs (20/50/100/200) Key Levels: - Support: $100 – $105 (major Fib and channel support) - Resistance: $118 – $125 (previous highs) Important to think in weekly and monthly terms with Intel. Not daily. I try not to concern myself with it. But, I am a technical analyst by trade (personally) and like to assess the price action. It is imperative to keep emotions separate, especially from where I sit with this company. I care too much and have too much stake to not care. Stay emotionless. Long. Live. Intel.
ImNotHarsh | 📈💸 tweet mediaImNotHarsh | 📈💸 tweet media
ImNotHarsh | 📈💸@imnotharsh

$INTC Intel Technicals 5/16 Saw a lot of folks thinking it's over on Intel. But, I think this sentiment is just followed by price and people have never experienced what price discovery looks like. So, bringing in isoptropic trend lines to help visualize if trend can be validated. The pullback looks like a healthy (though violent) shakeout after the parabolic run from $40s to $133. - Closed at $108.77 (-6.18% on heavy volume) - Big red candle, but has the look of a hammer candle (long lower wick, small body) after a strong run-up. This often signals rejection of lower prices and potential continuation if it holds. - ST-EP06: Consensus: 5/6 UP, still very strong multi-timeframe agreement - ICS Angle: +17.7° is decent and improved from earlier readings (moderate strength) - The Channel Positioning is important here. Price is deep in the bullish channel (15% from floor, 85% to ceiling). It’s in Price Discovery mode but pulled back near the upper half. - The green channel is still sloping higher with expanding lines. - Price couldn't hold the fib support, but it says very little on its own. What it did hold was the 20ema and that says a lot combined with increasing volume - RSI: 62.25 is now healthy, not overbought - EMAs: Price remains well above all major EMAs (20/50/100/200) The weekly is a stronger sense of the bullish trend: - 6/6 UP, perfect consensus across all time scales. This is the most bullish reading possible on the indicator. - ICS Angle: +16.7°, now decent strength (moderate, not explosive but solid for weekly). - Still deep in the long-term bullish channel; 66% from floor, 34% to ceiling. It had a “failed breakout down” but held inside the channel. Key Levels: Support: $100 – $105 (major Fib and channel support) Resistance: $118 – $125 (previous highs) A break out of $114 back above the fib resistance and then a stronger push to $120 will validate and push Intel into $150. This could sound crazy, but Intel could see $160 by July and $175 - $200 by Midterms (if not earlier). Book it. Long. Live. Intel.

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Yucel
Yucel@yucelt·
@diamhanz Naah they usually are at least a fifti behind...190?
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Yucel
Yucel@yucelt·
@danielnewmanUV Yes there is a high chance but may not in the way of a China invasion.
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Daniel Newman
Daniel Newman@danielnewmanUV·
Less than 0% chance that this is the case in 18 months. 😮‍💨
The All-In Podcast@theallinpod

Chamath: Taiwan Loses Its Strategic Importance in 18 Months @chamath: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”

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