
dylanlep
10.3K posts




I’ve seen too many women’s political opinions reset in 2 months of dating a far right dude to believe in universal suffrage

A tradition unlike any other: Japan fans cleaning up their section before leaving the stadium 🇯🇵❤️



I’m long Kioxia $285A.T Kioxia (the $SNDK of Japan) just reported the most violent earnings beat in the memory space this cycle. And they are finally coming to US markets. Kioxia is one of the top 3 NAND flash manufacturers in the world alongside Samsung and SK Hynix. NAND is storage, It is the SSDs sitting inside every AI data center that feeds data to the GPU clusters running your AI models. Hyperscalers - Microsoft, Google, AWS, Meta, are building AI data centers faster than the NAND supply chain can keep up. When demand outpaces supply, prices go up. That is called ASP (Average Selling Price) expansion. And that is exactly what is happening. Kioxia's SSD and Storage segment nearly doubled in a single quarter. +99.8% QoQ. Shipment volume actually declined. The price went bananas and actually did all the work. The financials (Q4 FY2026 vs Q3): - Revenue: +84.5% to 1,002.9B JPY - Operating Profit: +318% to 596.8B JPY - Net Profit: +364% to 407.7B JPY Q1 FY2027 guidance: - Revenue +74.5% - Operating Profit +117.5% QoQ. Fun fact: We all know SNDK. The NAND stock that ran 3500% in the past year. Kioxia actually owns 51% of the fabs that make SNDK’s chips. Last quarter Kioxia did $6.7B in revenue vs SNDK’s $5.95B Kioxias MC is $152B compared to SNDK $208B That’s the US premium being priced in. Since Kioxia just confirmed they are pursuing a US ADS listing to grow their investor base. That gap will mostly likely close as it gets access to a bigger pool of US investors. On a personal note: I bought Kioxia back in January, made a buck and sold it before it went parabolic last month. I’m learning to hold onto winners. Now I’m back in the game and plan to DCA on any weakness. Bullish Kioxia

Switzerland votes to reject a cap on its population in a referendum, which would have put a legal limit on immigration numbers. We should absolutely hold the same referendum here in the UK. news.sky.com/story/switzerl…







there's a sex therapist who has a ritual of making out with her husband every night before bed, and so many of the comments on her posts are some version of "but what if he gets turned on and I don't want to have sex" and i need men to understand and prioritize non sexual touch.


@biohacker What age group? No way 10% is healthy for 40+. Or any women for that matter.











