Ting Lad
7.8K posts

Ting Lad
@stud9912
Market participant who trades stonks and crypto. God bless the human race and USA 🇺🇸
Присоединился Ekim 2019
919 Подписки355 Подписчики

@KookCapitalLLC You didn’t.
🇺🇸 did. Proving again 🇺🇸 > 🏴
The 🇺🇸 flag is literally on the moon. Use a telescope and see for yourself.
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Over $35 million worth of $MU June 400 calls got bought today.
$400 is still at only about 4.4 forward PE
John Trades MBA@JPATrades
Over $35,000,000 worth of $MU June 400 calls getting bought today Umm...wut
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MU: -32% from highs.
SNDK: -28%.
SK Hynix: -25%.
The cycle is textbook. Record earnings masked what was already happening underneath — peak margins attract peak capex. Micron is building fabs in Singapore and Taiwan. SanDisk just sank $1B into Nanya. Chinese DRAM capacity is ramping. Google's TurboQuant compresses inference memory 6x with software alone.
Supply is expanding into the teeth of efficiency gains that are structurally reducing memory-per-workload. This is the overinvestment → oversupply handoff.
Cycles don't care about forward P/E.
Petr Pinkhasov@pinkhasov
The iron law of memory cycles: shortage → price spike → overinvestment → oversupply → price collapse
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Ting Lad ретвитнул

@yacineMTB kind of why religion works?
rational to act more morally if watched by God?
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@JoaquinCastrotx We cannot normalize illegals inserting itself into our daily lives.
Here is a reminder: illegals agents do not belong at airports. Illegals do not belong at polling stations. Illegals do not belong undermining our rights and hurting our communities.
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@ShangguanJiewen If what they have done to their own people is called peace. Sure.
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@Nebraskangooner Maybe cause we are grown primates on Twitter sir?
Seems like a feature not a bug 😉
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Nearly unusable at this point.
A lot of unforeseen effects when you’re programmed to be irritated from rage bait or paranoid from blatant and purposeful fake content.
Pair this with the dopamine economy we’re living in…
Maybe a small farm slightly away from society isn’t bad.
Psycho@AltcoinPsycho
one of the worst consequences of apps monetizing views is that *everything* is rage bait or fake now I’m quite worried for society as AI will only worsen this it’s not even just X. everywhere I look online now is heavily plagued with this
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@LimitlessXBT It’s been fun to trade.
Tight stops and try to catch meat of the moves.
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