$Tradr 2X Short SNDK Daily ETF (SNDQ.US)$ $SanDisk (SNDK.US)$ Will the market plunge sharply at the open? 😭
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$SanDisk (SNDK.US)$ Will it plunge sharply if it breaks below 1350?
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$Roundhill Memory ETF (DRAM.US)$ Bought at 65, now at 54...
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小鱼游游游
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$Roundhill Memory ETF (DRAM.US)$ Congrats to everyone who bought at 65 on getting out of the red—I'm still stuck at 71
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$Micron Technology (MU.US)$ executives dropped 4 market-moving statements on the post-earnings analyst call. Here's what stood out:
① MU CBO Sumit Sadana: Supply is a fraction of what customers want — AI memory demand is vastly outpacing HBM output
② MU CFO Mark Murphy: HBM TAM easily crossing $100B in 2027 — the AI memory market is on track to more than double
③ MU CFO Mark Murphy: FY27 Capex will be above the mid-$40Bs — Micro...
① MU CBO Sumit Sadana: Supply is a fraction of what customers want — AI memory demand is vastly outpacing HBM output
② MU CFO Mark Murphy: HBM TAM easily crossing $100B in 2027 — the AI memory market is on track to more than double
③ MU CFO Mark Murphy: FY27 Capex will be above the mid-$40Bs — Micro...

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VanEck reports that $Bitcoin (BTC.CC)$ miners face a ~$50 billion short-term funding gap pivoting to AI infrastructure, with long-term capital needs of $221 billion. Only about 25% of leased AI/HPC capacity has been delivered, and companies missing milestones face "structural downgrade."
The story starts with BTC block reward halvings squeezing mining margins to the bone. $Core Scientific (CORZ.US)$ signed a multi-billion-dollar hostin...
The story starts with BTC block reward halvings squeezing mining margins to the bone. $Core Scientific (CORZ.US)$ signed a multi-billion-dollar hostin...

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$SpaceX (SPCX.US)$ Sold at 190.2—what’s going on now? 🥶
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