Koen | Markets & Startups

873 posts

Koen | Markets & Startups banner
Koen | Markets & Startups

Koen | Markets & Startups

@koencrypto

29y/o Entrepreneur. Crypto & macro investor since 2017. Trying to make sense of the changing world. Let's grow together!

Netherlands Sumali Eylül 2017
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
(Thread 1/5) The conflict in Iran has people fearing an energy crisis. Crude Oil +8% Natural Gas +6% What is happening in the market? What are the effects on inflation and energy security? US bond yields have shot up, triggering a flight to safety similar to what we saw during the COVID crash. Even gold and silver sold off 3.5% and 6% respectively. The closure of the Strait of Hormuz in Iran and the halt of Qatari LNG production, have made oil and natural gas futures go parabolic. People are worried about inflation, and energy security. See this thread for how to read and trade this. $WTI $LNG $WENS $XLE $GLD $SIL $SPX
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
Why are crypto prices falling today?
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Fiscal.ai
Fiscal.ai@fiscal_ai·
Micron Q4 Results Total Revenue +196% - Cloud Memory +163% - Core Data Center +211% - Mobile & Client +245% - Auto & Embedded +162% Adj. EPS +682% $MU: +1.1% after hours
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
Operating profits for $MU have exploded. Gross margins have reached 74% for Micron, given extreme scarcity in memory chips and a push into HBM for AI applications.
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
The numbers of $MU are out of this world! Q2 2026 Earnings: Revenue: $23.86 billion, soaring 196.4% year-over-year.  
Adjusted EPS: $12.20 per share, crushing analyst estimates of $8.66. 
 Management provided optimistic Q3 guidance, forecasting revenue around $33.5 billion. The memory supercycle is far from over. Despite the earnings beat, Micron is down 3% in the after market..
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Shay Boloor
Shay Boloor@StockSavvyShay·
This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.
Shay Boloor tweet media
Shay Boloor@StockSavvyShay

$MU ABSOLUTELY CRUSHED THEIR EARNINGS • Revenue $23.9B vs Est. $19.5B • EPS $12.20 vs Est. $8.73 • Net Income $14.0B vs Est. $10.5B • Gross Margin 74% vs Est. 69% Q3 Guide • Revenue $33.5B vs Est. $23.3B • EPS $19.15 vs Est. $10.77 • Gross Margin 81% vs Est. 71%

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Investing.com
Investing.com@Investingcom·
*MICRON REVENUE ALMOST TRIPLES, TOPS ESTIMATES AS DEMAND FOR MEMORY SOARS $MU
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Rihard Jarc
Rihard Jarc@RihardJarc·
$MU almost 75% gross margin and a 81% gross margin guide for next Q tells you everything you need to know about who has the power in this AI hardware super cycle.
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Mindset for Money
Mindset for Money@Mindset4Money_X·
Holy fucking shit.. Revenue up 75% QoQ. $MU
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Wasteland Capital
Wasteland Capital@ecommerceshares·
$MU Largest beat & raise of all time. +196% revenue growth at an insane 69% EBIT margin. Never, ever been done at this scale. 3Q revenue guide of $33.5bn midpoint vs $23.3bn consensus. WTF??? Absolute bananas numbers. Unprecedented. Even the Memory Whisperer has to gasp.
GIF
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Sky
Sky@TheSkayeth·
$BTC is starting to show signs of a bullish divergence. This could still head down slightly lower, but the set up is in place for a bullish relief rally soon.
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
@Sam_Badawi I think the stock market often overreacts to Google beta launches. This won’t kill $FIG or $ADBE Look at the history of products that were cancelled by $GOOGL It’s hard to move the needle in a 3-4T company.
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Sam Badawi
Sam Badawi@Sam_Badawi·
$GOOGL just launched "Vibe Design" by Stitch. $FIG and $ADBE are not reacting too well to this news.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$NBIS $4B convertible notes offering was reportedly multiple times oversubscribed. That points to strong investor appetite for Nebius’ next phase of AI infrastructure buildout.
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FluentInQuality
FluentInQuality@FluentInQuality·
The gap is widening with $NVO and $LLY. Both are firing on all cylinders while $NVO is getting punished.
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
$HYPE becoming the everything exchange. This is the most solid crypto project out there. Hyperliquid has just started trading $SPX (SP500) perpetuals contracts. This is the promise of 24/7 low fee global trading. Recently they have launched contracts for Silver, Gold, and Oil too. RWAs (real world assets) now make up about 30% of trading volume on the decentralised crypto exchange. More assets will launch soon, preventing people to shift between multiple brokerage accounts.
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
This is actually very big for Hyperliquid. Damn.
trade.xyz@tradexyz

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

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Shay Boloor
Shay Boloor@StockSavvyShay·
$GOOGL just launched “vibe design” with Stitch, turning natural language into high-fidelity UI designs. The update pushes Stitch toward an AI-native design canvas built for faster creation, iteration and collaboration.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
There is a historic divergence in oil prices across regions: Oman crude prices are up to ~$154/barrel, crossing $150 for the first time ever. At the same time, Dubai crude is up to ~$130/barrel, while Brent is trading at ~$102 and WTI at ~$93. In other words, the gap between Oman and US prices now stands at ~65%, or ~$61 per barrel. By comparison, before the Iran War, the difference between all benchmarks was just $5 in January and February. Brent and WTI are priced based on US and European supply conditions, while the actual disruption is concentrated in the Middle East, meaning they do not fully capture the severity of the physical shortage YET. If the Strait does not reopen, this divergence will narrow, as Brent and WTI will ultimately reprice higher once US and European oil reserves are depleted. The global oil market cannot sustain prolonged Middle East disruption.
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Brew Markets
Brew Markets@brewmarkets·
Just In: The Federal Reserve holds interest rates steady.
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Koen | Markets & Startups
Koen | Markets & Startups@koencrypto·
@StockSavvyShay A bet on Amazon and Google without fears of overspending is $AVGO. The more inference workloads grow, the more trainium and TPU chips are deployed, the better Broadcom performs.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$AVGO Q1 EARNINGS • Revenue $19.3B vs Est. $19.1B • EPS $2.05 vs Est. $2.02 • EBITDA $13.1B vs Est. $12.9B • CapEx $250M vs Est. $216M • AI Revenue: $8.4B (+106% YoY) Q2 Guidance • Revenue $22.0B vs Est. $20.4B • EBITDA Margin 68% vs. Est. 68% • AI Revenue: $10.7B New $10B share repurchase program.
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Tuklasin

@JesseCohenInv @fiscal_ai @StockSavvyShay @Investingcom @RihardJarc @Mindset4Money_X @ecommerceshares @TheSkayeth