dylanlep

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dylanlep

dylanlep

@dylanlep2

شامل ہوئے Ocak 2015
441 فالونگ187 فالوورز
dylanlep
dylanlep@dylanlep2·
@Sandeman52 Following your account for about a month and you made me realize I don’t own enough nbis
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SandemanStocks
SandemanStocks@Sandeman52·
A $NBIS ripper and coastal vibes. Cheers everyone.
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17@kevi7e·
ملعب مباراة بلجيكا ومصر وش ذي الملاعب كل ملعب اجمل من الثاني
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Jason Andrews | Elite Performance Coach
My wife was mild left and now she’s solid right. She recently went to a podcast club with a bunch of women in the area. She said they are all “fight the patriarchy” types and she asked them how their sons were doing compared to their daughters. Shots fired lol
WompTomp@Womp_Tomp

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

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dylanlep
dylanlep@dylanlep2·
@ren_stocks Thx. Not in yet but on my watchlist to add on dips
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Ren@ren_stocks·
I’ve been long Kioxia ($285A.T) since January, but last month I sized up – and it doubled in just one month. It’s now one of 10+ names in my portfolio up triple digits. Memory is finally getting the re-rating it deserves. Kioxia – the SNDK of Japan – just delivered the most violent earnings beat in the memory space this cycle. Top 3 NAND manufacturer globally, and coming to US markets via ADS listing. The numbers speak for themselves. Revenue +84.5%, Operating Profit +318%, Net Profit +364% – all in a single quarter. Shipment volume actually declined. Pure ASP expansion did all the work. Kioxia owns 51% of the fabs that make SNDK’s chips, yet trades at a $56B market cap discount to SNDK. That gap closes when US investors get access. Memory is a theme that can’t be stopped, if you are not in this what are you waiting for. I’m sizing at any weakness. Bullish AF memory. NFA.
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Ren@ren_stocks

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

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SportsCenter
SportsCenter@SportsCenter·
Japan fans always clean up their section after the match and this time, they were joined by Jameis Winston
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tic toc tic
tic toc tic@TicTocTick·
Large and big rally in almost all stocks.
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tic toc tic
tic toc tic@TicTocTick·
Congratulations 🎈🍾 to President Trump on getting deal done despite tremendous pressure from the inside. Time to move on and build space and AI industries. Mint more millionaires. Send stocks to $8000. May be even $8500. Happy Belated Birthday 🎂
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Financial Dystopia
Financial Dystopia@financedystop·
The iPad kid epidemic is going to be looked back on as one of the biggest parenting mistakes of the 2010s and 2020s....
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Live Monitor
Live Monitor@amlivemon·
Am I right yet?
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Jason Cohen 🇺🇸
Jason Cohen 🇺🇸@JasonJournoDC·
💥NEW: Jeff Metcalf on Karmelo Anthony supporters: “My opinion is they are of low IQ, no moral compass whatsoever, blinded by race — and generally a nuisance to society.” “Their character shows through … every video I’ve seen is a certain demographic!”
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Ro Khanna
Ro Khanna@RoKhanna·
Cyrus Belton was 14 years old. He was shot. The man who killed him was acquitted. For many Black Americans, the acquittal in this case reopened wounds that stretch across generations and raised painful questions about justice, accountability, and the value placed on Black life. From Trayvon Martin to Tamir Rice, the names change, but the questions remain. Last week, Karmelo Anthony, a Black teenager who was bullied, was convicted not of manslaughter but first degree murder. He was sentenced to 35 years in prison. Many are left asking what these vastly different outcomes reveal about accountability, race, and the way justice is experienced in America. We mourn Cyrus, stand with his family and loved ones, and recommit ourselves to the ongoing pursuit of justice and healing.
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dylanlep
dylanlep@dylanlep2·
@TicTocTick Can’t stand these mfers, let’s make peace so market can moon
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T Wolf 🌁
T Wolf 🌁@Twolfrecovery·
@RoKhanna This is all good. But, Democrats or liberals need to recognize a few things people want. 1. Public Safety 2. Accountability for homelessness 3. Immigration reform 4 Housing affordability If Dems can take a moderate stance on these four issues, then, it can be done.
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Ro Khanna
Ro Khanna@RoKhanna·
Electability is the buzzword at Democratic conventions across our nation. I understand why some Democrats are tempted to play it safe. Many see Republican victories in 2026 and 2028 as an existential threat and think the answer is to nominate the safest possible candidates. But America is not facing an ordinary moment. We have levels of wealth concentration not seen since the first Gilded Age. Millions of young people cannot afford a home, childcare, healthcare, or college. Voting rights and women’s rights are being rolled back. Black and Latino communities, rural America, and factory towns have been excluded from the wealth generation of the modern economy. The answer to a crisis of this scale is not caution. It is a bold vision equal to the moment. We cannot simply be against Trumpism and go back to a status quo that tore this nation apart. We need a new economic patriotism that creates good jobs in every ZIP code, rebuilds American industry, delivers Medicare for All, provides childcare $10 day, makes public college tuition-free, creates 1,000 new trade schools and technical institutes, guarantees homeownership for every American who works hard by age 35, and ensures that the gains from AI and technological progress are shared by working and middle-class Americans. We need to end foreign wars, reject gun boat militarism abroad, and stop providing aid to governments that violate human rights. And yes, I believe America is strongest when it celebrates being a nation of immigrants. The future of this country is not one group against another or running away from our diversity. It is Americans of every race, faith, and background united around the simple idea that everyone who works hard deserves economic security, dignity, and a chance to succeed. That was Frederick Douglass’s prophecy of a Composite Nation in 1869. If Democrats want to defeat Trumpism, we cannot simply run safe, focus-group-crafted politicians who try to substitute demographic or biographical connection for a real policy vision. We cannot recycle candidates who will never be seen as leaders for true change. We have to offer something fresh, something bigger than fear and insults. We have to offer a vision of shared prosperity. We have to give people a reason to believe that the future can be better than the past. That is the path that Franklin Roosevelt, a leader who governed from a wheelchair after polio, showed us. It is the path John Kennedy showed us as the first Catholic president. It is the path Barack Obama showed us as a trailblazing African American president. It is the path Bernie Sanders showed us as a Jewish, democratic socialist who transformed our politics. The great reformers in American history did not win by playing it safe. They were by no means conventional candidates. They won by meeting the challenges of their time with courage equal to the moment. We are at our best as Democrats when we are not afraid. We are at our best when we are bold.
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dylanlep
dylanlep@dylanlep2·
@biohacker It’s like the healthy at any size propaganda. Meant to rationalize the new norm.
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Biohacker@biohacker·
This was more geared towards male, well it depends what you describe as healthy. Ive seen males in their 40s who are between 10/12% body fat and they have excellent bloodwork +cardiovascular health Its because the general zeitgeist likes to make men cope that having higher body fat % is normal or aligns with the 'averages' Who wants to be average?
UROŠ@UrosMikolic

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

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