The Oracle

@jukan05 Wayyyy too soo.

"BNP Paribas analyst Karl Ackerman expects the average selling prices (ASPs) of DRAM and NAND — which surged on AI demand — to peak in mid-2026, much earlier than his original forecast of mid-2027, before turning into quarter-over-quarter declines starting early next year. He argues that this is driven by aggressive capacity expansion from Chinese memory makers such as CXMT and YMTC, combined with reduced memory consumption from other industries due to soaring prices, including a 14% decline in global smartphone shipments this year. He also noted that growing concerns over future oversupply and margin deterioration within the next one to two years are beginning to weigh on the sector in advance." I’m trying to remember the name of this analyst.

$CRWV is currently one of Leopold Aschenbrenner's biggest long-positions. And it has the potential for a massive squeeze over the next months. This will likely be the best performing Neo-cloud. Price just recently broke out of a massive falling wedge. We've got a clean bounce off support after the first pullback. The next move will bring this up above $210 in no time. This is my top pick amongst AI-Infratsructure names for the next few months. Mark my words.

$CRWV same here at $106

Ok fine, I’ll look at $CRWV … The valuation disparity with $NBIS rally vs. $CRWV too hard to ignore.

Bullish $RXRX $IONQ $RGTI

@MBattista90058 Ohhhh, you been doing your homework huh 🤔

@CifrOracle Ciena?🫣 come ooooon

New swing play 👀 Thinkin this thing goes up 20-40 percent by next Thursday. 50 likes on this tweet and I drop it🙂‍↔️

@Aktiehedonist DUDE SAME! This was my huge buy for today, not to mention the MASSIVE rerating… like look at this… how is the market missing this

$CIEN I don't understand this reaction. Same thing keeps happening lately. A good report, an immediate sell-off, then a quiet climb back a few days later. And this one was strong. Revenue up 40% YoY, adjusted EPS up 290%, optical networking 70% of revenue, FY26 guide raised to $6.3B. In the same week $MRVL framed connectivity as the next major AI bottleneck and $AVGO showed AI networking turning into revenue, bookings and cash flow, Ciena just added another data point from the optical transport layer. And it was down to $491.41 at one point today.

These were all made RIGHT BEFORE market close… look at the call prices and dates… this screams insider information… YOU ARE NOT MEMORY BULLISH ENOUGH. $MU $SNDK $WDC

@ColesTrades Welcome!!! $CRWV

I added a new position to my portfolio today: $CRWV

@branninmcbee @CoreWeave Ngl as someone who is a big investor in $CRWV i love this.

Back on X. It's been a while - the last few years have been heads-down with the @CoreWeave team. This week our engineering team brought up the industry's first NVIDIA Vera Rubin NVL72. As good a moment as any to start sharing what I'm seeing from inside the AI buildout. 1/6

Did you listen anon? 12 percent in 7 hours $CRWD

@dogshitstock @bubbleboi If you hate money

@bubbleboi aaoi puts?

I think I just found the best investment in history.

@auricmak FUCK YES.

$AAOI will literally change the future of your whole life, please have shares of this stock. I cannot stress it enough

@AIStockSavvy Wow that’s MASSIVE. Massive re-rating for $CIEN

$CIEN | Raymond James reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐈𝐄𝐍𝐀, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟓𝟑𝟎 𝐟𝐫𝐨𝐦 $𝟑𝟐𝟎 Analyst sees thesis reinforced by progress in margin improvement, cloud growth, and new product traction, despite ongoing supply chain constraints.

CREDO BOUNCE BABY!!!! $CRDO

Oh wow, so not good for $MU right now, and probably a win for $AMD.

Up 5 percent already! Easy swings are always gifts 👁️ $CRWD