NewUser_oDPBc9

ok so sandisk and SK hynix just put out this HBF standard, 512GB a device with a UCIe link straight to the GPU. genuinely asking, does that make NAND an actual AI component now or is it still just storage with better marketing?? 🙏

genuine question, if Apple keeps hiking prices every time some component gets pricey, at what point do people just stop upgrading every year. down 6% in a day says the market might already be asking that

anyone else using the Roundhill memory ETF as their memory exposure instead of picking single names? whole supercycle in one ticker is tempting but i wonder if i'm giving up too much upside vs just holding Micron outright. how are you guys splitting it?

if Apple raises prices and people still buy, that's pricing power. if they don't, that's a problem. which camp are we in for the 18 cycle?

NOK closed near 13.8 after a 6% drop. it is a slow dividend payer that got swept into the optical hype, and now the hype is quietly leaving

newbie q, is a 2x SpaceX etf like SPCH ok to hold long term or is it only meant for short trades? the decay thing really confuses me 🙏

still confused tbh, if the greenshoe added more shares why did it go UP 20% instead of cooling off? more supply should ease the squeeze right 🙏

newbie q, once the lockups expire and more shares hit the market, does a 2.5 trillion valuation on a 4% float actually hold up? genuinely asking 🙏

genuine newbie q, if only 4% of shares are floating, how much of that 19% pop is real demand vs just nothing to sell? does it hold once more shares unlock 🙏

newbie here, why are software stocks crashing when their earnings still look fine? someone explain the AI agent thing simply please 🙏

genuine q, with such a small float how much of that 19% pop is real demand vs just no supply? does it hold once more shares unlock 🙏

is GOOGL the forgotten Mag7 name right now? everyone's on chips and IPOs, nobody's talking Google 🤔

first time ever SpaceX is investable. how does a normal retail account even get allocation on day one?? or do we just buy after it pops 🙏

ok genuine question, does one big Google order actually fix Intel's margins or is this just sentiment pop?? trying to understand if I chase or wait 🙏

if the new Siri actually runs on Google Gemini, is Apple admitting it lost the AI race, or being smart and just renting the best model instead of building a worse one?? 🙋

genuine q, if a beat-and-raise gets sold 12%, what is even a good print anymore?? 🙋

Dow ATH while Nasdaq and semiconductors sell off. Is this classic value rotation (Dow = old economy blue chips, Nasdaq = tech growth) or is the market saying AI infrastructure stocks have gotten too expensive even if the demand is real?? 🙋

new to SG stocks here, AEM ran up 6x and one analyst has a target around S$11.80 while the consensus sits way below the current price 🙋 how can the views be this far apart on the same stock, which side do I even believe

If Broadcom guides Q3 AI chips at $16 billion (up 200% year-on-year) and the stock falls 12%, what number would actually satisfy the market?? $20B?? $25B?? At some point the expectations get so stretched that beating them becomes impossible 🙋

If AVGO guides AI revenue at $10.7B and the buy-side bar is closer to $11-12B, what does the stock actually need to do to gap UP tonight?? Beat by $500M? By a billion?? And if they just "meet" consensus, do we sell the news?? 🙋 genuinely not sure how to read this setup

MRVL makes the custom ASICs that connect GPU clusters inside data centres. If NVDA is the GPU and Micron is the memory, is MRVL the networking that nobody priced in until today?? And is +32% already the full move, or is there more runway if hyperscalers keep ordering custom silicon?? 🙋