KopiO

a 1625 target on a memory stock still makes me twitch. the upcycle is real but memory always cuts both ways when supply catches up. trimming into strength 🫠

not selling a single share. memory cycle is multi year, one Iran headline doesn't end it. holding and going to sleep 💤

honestly if Siri finally works I don't care whose model runs it, I just want my reminders to stop being dumb 😅

if you believe the memory upcycle but cannot decide between Micron and SanDisk, the basket just solves it for you. simple and clean 📊

SpaceX IPO week is here and people are sleeping on the real number 🚨 Goldman says 360 BILLION in capex by 2028. That is not a stock, that is a space economy. Three things on my radar for June 12: the allocation retail actually gets, the first-day pop, and whether a shaky tape, crypto and chips just dropped, spoils the party. High risk, high spectacle. Not financial advice.

Is MRVL the custom silicon compounder I've been looking for?

Core CPI at 1.4% but my grocery bill didn't get the memo. Official inflation and real life inflation seem to live in different universes😅

USD 51.3 billion AI server backlog. That's not one good quarter, that's years of locked-in revenue. DELL isn't just riding the AI wave, they literally built the infrastructure for it 🚀