J2
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7 bad headlines for Micron.
Google TurboQuant claims up to 6x less memory usage in AI workloads
ZeroPoint says memory needs can drop by up to 70% with compression
Nvidia shows VRAM going from 6.5GB to under 1GB with compression
TSMC: rising energy costs are compressing margins
TSMC says memory pricing is weakening
ASML’s next-gen tools are extremely expensive, increasing capex pressure
Biggest risk: Iran war escalation, driving higher costs and uncertainty
I was bullish. Now I’m cautious.
$MU $NVDA $SKHY $SSNLF $WDC $STX $SNDK
#Semiconductors #AI #Stocks #Nasdaq #Trading #Investing
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NCAA champion.
UFC champion.
WWE Champion.
One of the greatest athletes to ever step foot not just in pro wrestling, but in all of combat sports.
A once in a lifetime athlete.
Thank you, Brock.
#WrestleMania

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@norveclifinance Respond to real revenue and forward PE valuation. Stay in cash inflation isn’t eating your dollar or anything. See you at 550 before 300
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Respond to this: Zero Point, TurboQuant, and Nvidia VRAM could cut expected future memory demand by up to 70%.
That changes everything. $mu $sndk
Trade Whisperer@TradexWhisperer
$MU +9.17% TurboQuant forgotten. Price remembered. Back to $465 🔥
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