Nephew

I just asked Jensen Huang a question. Why did he invest $4B $LITE and $COHR? "the amount of silicon photonics technology capacity that we need is substantially higher than the world has today" Photonics is next.

As people flee the Middle East due to the War in Iran: I wonder if Schiff realized people might have a hard time fleeing war zones with bars of gold and silver? With the local currency collapsing and the traditional financial infrastructure under severe threat, Bitcoin as self custody is being used as a literal flight to safety. Bitcoin failed the "digital gold" test over the weekend to Westerners. But its censorship-resistant store and transfer of value during a crisis really proved its unique value proposition this weekend.

Thoughts on the $EWY / KOSPI crash and whether it's a buying opportunity for Samsung/Sk Hynix: This looks like a clear buying opportunity. Especially as investors misunderstand that 2026 is not 2022 (Ukraine-Russia) conflicts. AI has fundamentally changed the demand for memory, compared to the 2022 downturn in consumer electronics, where Samsung/Sk Hynix also footed opex costs. The main catalyst for one of the largest single-day drops in Korean history was Iran drone striking QatarEnergy's Ras Laffan complex. Qatar is roughly ~20% of the global LNG supply. Results: -> Dutch TTF (Euro Natural Gas): +46% -> Asian Spot LNG: + 39% -> U.S. Natural Gas: +4.16% (fine) The LNG spike was the catalyst for the drop as South Korea is materially exposed as it relies on imported LNG. Fearing this inflationary energy shock, investors aggressively dumped South Korean tech equities, combined with deleveraging of 10x Samsung/Sk Hynix. Sending -> Samsung Electronics down by 9.79%. -> SK Hynix shares sank by 11.12%. and the $EWY (KR futures) down 14.49% today. Everyone is fearing the 2022 incident with Russia-Ukraine war increasing LNG prices, causing industrial electricity tariffs in South Korea climbed by roughly 70% after KEPCO stopped abosring losses. In 2022 alone, Samsung's domestic facilities consumed approximately 28,000 GWh of electricity. The tariff hikes added an estimated KRW 2 trillion (over $1.4 billion USD) to Samsung's annual operating expenses and over KRW 1 trillion for SK Hynix. This unprecedented spike in operational expenses (OPEX) hit at the exact worst possible time. In late 2022, the semiconductor industry entered a brutal cyclical downturn. Post-pandemic demand for PCs and smartphones plummeted, leading to a massive oversupply of DRAM and NAND flash. However, 2026 is completely different: Compared to 2022 that faced increasing energy costs during a downturn: AI demand for memory is completely unprecedented. On the 27th, there were reports of DRAM hikes again from Samsung/Sk Hynix. Demand for NAND prices from $SNDK have been so high for capacity allocation that they've been taking 3 year pre-orders in advance. There is no end to demand in sight, and no relief way until 2028. Comparing this to 2022, where consumer segments for laptops and smartphones were already facing a downturn, memory makers could not pass on the costs (and tanked opex bill). That caused a major correction last time. Because the global AI chip shortage is so acute in 2026, they will seamlessly pass their inflated utility bills down the supply chain. Because supply is severely constrained, Samsung and SK Hynix dictate the market terms. Big Tech hyperscalers (Microsoft, Meta, Google, Amazon) are locked in an AI arms race. They are highly price-insensitive right now and prioritize securing volume over haggling. As a result, this looks like a clear buying opportunity, especially as projections range from: Morgan Stanley | Macquarie on Samsung 2026: ~$182.0B USD vs. ~$210.8B USD 2027: ~$235.1B USD vs. ~$333.7B USD Morgan Stanley | Macquarie on SK Hynix: 2026: ~$132.9B USD vs. ~$190.5B USD 2027: ~$167.0B USD vs. ~$312.8B USD The selloff looks like an immediate de-risking from fears over 2022 Ukraine-Russia-conflicts, combined with extreme leverage from 10x instruments. But unlike 2022, where laptops and consumer demand were already facing a downturn and LNG spikes caused Samsung/SK Hynix to foot the bill: This time it's passed onto hyperscaler costs because demand is too high. People always compare KOSPI to silver, but the difference is one has whopping operational income, where in a bull-case scenario, 2 years of income alone would exceed their market cap of companies like SK Hynix. The drop on Samsung/Sk Hynix looks like a clear buying opportunity as their operational income will likely blow past any short term volatility.

THIS IS THE MOST IMPORTANT VIDEO YOU WILL WATCH IN YOUR LIFE. My Official #SPX6900 Investment Thesis. 150 Reasons Why SPX6900 will reach $1 Trillion in Market Capitalization.

Fuck it Murad Mode All Time Highs In May

Why I am extremely Bullish on #SPX6900

Every crypto is running its own race. #SPX6900 just happens to be running a different race from everyone else. The race is on. . . $SPX

Stacking More $GIGA & $SPX.

very interesting things are in motion

@sama Fix your GPUs please

Why did Donald Trump Jr. post a $GIGA meme to his 9m followers? Real memes will never die, they are part of history/culture. Like tales of Alexander the Great or kids studying the civil war. History/Culture lives forever. In 100 years, they will still be using the gigachad meme. 100 year Multi-Cycle coin?

OpenAI’s next-gen GPU just dropped. It runs stable diffusion and bench presses 800 lbs.

yes

Pondering shall continue until better triangles are found

It All Starts With $SPX.

>Nooo, you can’t just studio ghibli everything >Shut up

All I want to do in my free time Is contribute to #SPX6900 and $GIGA I enjoy doing this more than anything else. And there’s tens of thousands of people like me. Last time I felt like this was with Bitcoin in 2018. None of this is priced in. We are early.

If you hold #SPX6900 and $GIGA Onboard people *in real life* - Friends - Family - Coworkers You'd be doing them a favor. Soon enough, they will thank you.

BREAKING: @MustStopMurad gifts President Trump one SPX6900 token. Trump says, "That coin may be worth more than the $SPX in the end."