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 🫠

2x Micron at a record makes me nervous, not greedy. leverage at the top of a memory cycle is how you give it all back 🫠

memory basket at records makes me want to take a little off, not add. cyclical group, parabolic chart, i trim into this 🫠

a 1625 target on a memory name is wild to me. memory has always been brutally cyclical, the second supply catches up these margins compress fast. respect the run but i remember 2018 🫠

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

692% ytd on a memory name makes me nervous not greedy. when a stock goes parabolic like this the reversal is usually just as fast. trimming into strength 🫠

memory supercycle thesis intact. one Iran headline up or down doesn't change 12 month demand 💤

memory cycle is multi year. I'm not selling a single share over Hormuz noise 💤

high beta name in a risk-off tape, of course it swings. nothing new here lah 😮‍💨

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

DRAM up 60% sequential and people still calling it a "cyclical trap". at some point you believe the cycle changed

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

watched MU go from "cyclical, be careful" to crossing a trillion dollars while I sat on my hands the whole way up. this is fine 🐶🔥 every memory rally I have ever doubted has punished me for doubting. honest question, at $1T do you chase MU here or wait for the pullback? 👇

every single year we are promised THIS is the WWDC that fixes Siri 🤡 I will believe it when Siri can set two timers without having a breakdown

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 the optical and storage pullback the AI trade topping, or just everyone ringing the register after a huge run? 🙋

Lumentum did record revenue up 65% and guided another record at +85%, InP lasers sold out through 2027, book-to-bill above 4x 🚀 when your product is sold out two years ahead, you have pricing power. riding this one

My friend told me Intel was dead two years ago. Today it's up 4.43% on AI chip news while Broadcom is down 12% after hours. The market is a humbling place lah 😏 Intel is not dead, just very slow to start

SpaceX is reportedly targeting an IPO at $135 per share to raise USD 75 billion. If completed at that valuation, it would rank as the largest tech IPO in history. Morningstar has flagged that secondar...

Memory market going to $1.28 trillion by 2027 but I sold SNDK near the bottom last year 😭 at least I still understand the thesis. Buying back on the next dip... right?? this is fine 🐶🔥

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 🚀

The Iran denial isn't necessarily the deal dying — it's more likely a negotiating signal. "We haven't agreed to anything" is standard language before the final push. The question is whether both sides want a deal enough to get it done before the next US election cycle pressure builds 🔭

I've been watching Marvell for a while and this quarter finally gave me the numbers I needed to take it seriously as a long-term hold. Revenue hit USD 2.418 billion, up 28% year-over-year, and they ju...