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$Micron Technology (MU.US)$
$SanDisk (SNDK.US)$
It’s hard to put into words, but it feels like the phase where memory and semiconductor stocks kept hitting new highs is over.
All market participants have now understood until when—and why—the supply-demand imbalance will persist, and have already bought in. You can sense this from social media sentiment, or rumors like that certain ◯◯ Bōi-san is still holding onto DRAM.
If it drops sharply, it’ll bounce back—but I think we’ll see more of a range-bound movement going forward.
That said, I can’t really think of anything specific to buy right now lol
What do you all think?
$SanDisk (SNDK.US)$
It’s hard to put into words, but it feels like the phase where memory and semiconductor stocks kept hitting new highs is over.
All market participants have now understood until when—and why—the supply-demand imbalance will persist, and have already bought in. You can sense this from social media sentiment, or rumors like that certain ◯◯ Bōi-san is still holding onto DRAM.
If it drops sharply, it’ll bounce back—but I think we’ll see more of a range-bound movement going forward.
That said, I can’t really think of anything specific to buy right now lol
What do you all think?
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$Keel Infrastructure (KEEL.US)$ Key Project Progress
1️⃣ Moses Lake: Site clearing completed; on-site construction has officially commenced
2️⃣ Sharon: Administrative procedures completed (DONE); now entering final review by DEP
3️⃣ Panther Creek: Flagship facility near NYC—zoning approval secured, counting down to summer launch
It’s reassuring that data center construction is steadily progressing
Now awaiting three contracts by year-end 🤝
1️⃣ Moses Lake: Site clearing completed; on-site construction has officially commenced
2️⃣ Sharon: Administrative procedures completed (DONE); now entering final review by DEP
3️⃣ Panther Creek: Flagship facility near NYC—zoning approval secured, counting down to summer launch
It’s reassuring that data center construction is steadily progressing
Now awaiting three contracts by year-end 🤝
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$Rocket Lab (RKLB.US)$ Platen Onashas!
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$NEBIUS (NBIS.US)$ I wanted to add to my position if it reached around 190, but it doesn't seem like it's going to
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$Rocket Lab (RKLB.US)$ I think it's a good time to buy
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$T-REX 2X Long SNDK Daily Target ETF (SNDU.US)$ I knew SK Hynix would drop after its listing, so I sold at 30!!! Someone please ○ me.![]()
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$Micron Technology (MU.US)$ Yesterday was Yoda’s last chance to escape
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$SanDisk (SNDK.US)$ Looks like institutional investors might be shorting on margin during after-hours trading—once the market opens, it could skyrocket, possibly setting up a margin long position to capture the spread. Be careful not to get caught off guard.
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$Micron Technology (MU.US)$
Expecting a down market today as funds flow into SKHY.
When SPCX listed, space-related stocks all dropped across the board 😭
Expecting a down market today as funds flow into SKHY.
When SPCX listed, space-related stocks all dropped across the board 😭
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