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MEMORY STOCKS ARE EXPLODING🚫 $MU has been he top Memory name but now its biggest competitor $SKHY is tradable tomorrow... The question is does this strengthen the sector or steal money from Micron? $SNDK the sleep also is setting up HUGE Tomorrow is MASSIVE👇

JEFE TRADES 🔪

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33,285 次观看 • 4 天前 •via X (Twitter)

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🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈

🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈

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TOMORROW CHANGES EVERYTHING 🚫 $SPCX ended the day PUSHING $192 going FULL BULL, but tomorrow we see if Shorts and Options change the story... $TSLA also tested the 200ma and rejected INSTANTLY. This is KEY for both stocks and tomorrow is JUDGEMENT DAY👇

TOMORROW CHANGES EVERYTHING 🚫 $SPCX ended the day PUSHING $192 going FULL BULL, but tomorrow we see if Shorts and Options change the story... $TSLA also tested the 200ma and rejected INSTANTLY. This is KEY for both stocks and tomorrow is JUDGEMENT DAY👇

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Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @

Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @

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64,848 次观看 • 3 天前

$MU is now live on @Solana via Sunrise. Micron reports earnings this Wednesday, one of the most-watched reports in the AI-memory sector. Issued by Backpack 🎒 Securities, $MU brings a tokenized Micron share onchain, trading across Solana 24/7. Own something.

$MU is now live on @Solana via Sunrise. Micron reports earnings this Wednesday, one of the most-watched reports in the AI-memory sector. Issued by Backpack 🎒 Securities, $MU brings a tokenized Micron share onchain, trading across Solana 24/7. Own something.

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111,304 次观看 • 21 天前

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

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$SNDK is live on @Solana via Sunrise. SanDisk is a global semiconductor leader and a breakout name in AI-memory. Sunrise brings SNDK to Solana DeFi, tradable across every Solana wallet and app, 24/7, even when the stock market is closed. Own something.

$SNDK is live on @Solana via Sunrise. SanDisk is a global semiconductor leader and a breakout name in AI-memory. Sunrise brings SNDK to Solana DeFi, tradable across every Solana wallet and app, 24/7, even when the stock market is closed. Own something.

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Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

NIK

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EARNINGS COULD SHOCK THE MARKET 🚫 $NVDA up until this week has been VERY bullish, breaking $235... Now we are seeing Sellers after no china sales or deals were made. Either way this is setting up for a MASSIVE impact for the rest of the market and another SOLID setup 👇

EARNINGS COULD SHOCK THE MARKET 🚫 $NVDA up until this week has been VERY bullish, breaking $235... Now we are seeing Sellers after no china sales or deals were made. Either way this is setting up for a MASSIVE impact for the rest of the market and another SOLID setup 👇

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From This Video, Peter Obi Is Either The World's Greatest Liar Or Has The World's Worst Memory

From This Video, Peter Obi Is Either The World's Greatest Liar Or Has The World's Worst Memory

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MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.

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I KNOW the game is tomorrow but this was created to be the day before the game and since the game is tomorrow today has to be FIGHT SONG FRIDAY or THURSDAY!! WE ARE BACK BABY!! ITS FOOTBALL TIME IN OKLAHOMAAAAAAA!!! Oklahoma Football #BOOMER

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The memory chip business is notoriously boom & bust. With high sunk costs & production capacity planned years in advance, profitability has gone from feast to famine. The internet bubble is just one example where demand collapsed overnight when liquidity disappeared. $MU $SNDK

The memory chip business is notoriously boom & bust. With high sunk costs & production capacity planned years in advance, profitability has gone from feast to famine. The internet bubble is just one example where demand collapsed overnight when liquidity disappeared. $MU $SNDK

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IF TRUMP SAYS TO BUY... YOU BUY🤝 $DELL reported earnings and is up 40% over $120 in the after hours... But this is just ANOTHER name Trump told you to buy. $INTC and $MU did even CRAZIER moves. Now Trump is telling us the next sector he is buying into👇

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672,266 次观看 • 1 个月前

JUST IN: 🇺🇸🇨🇳 Apple is lobbying the Trump administration to approve memory chips from CXMT, a Chinese company blacklisted by the Pentagon over alleged military ties. Apple is now seeking lower-cost memory chips as AI-driven demand has pushed memory prices higher. Even if that means sourcing from a company the US has blacklisted over alleged military ties. Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes. Memory makers, however, tell a different story. Micron’s Chief Business Officer, Sadana, told the Wall Street Journal that "certain customers" pushed memory chip prices so low during the last downturn that Micron couldn’t invest enough in expanding production. Although he didn’t name Apple, he suggested those pricing demands led to today’s global memory shortage and the higher prices consumers are now paying.

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