Meme stocks, momentum, and market psychology. Here for the ride
Los Angeles, CA
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🚨 Memory market just got tighter.
Samsung, SK Hynix and Micron ($MU) have already locked in their full 2027 DRAM & HBM capacity.
NAND from Samsung, Micron and SanDisk is also sold out — Kioxia & SK Hynix wrapping up by end of August.
Buyers are only being allocated 60-70% of what they asked for.
AI/cloud is taking priority, and 2027 is shaping up to be the most severe memory shortage on record.
Those “oversupply in 2027” narratives look increasingly disconnected from reality.
DM me if you want the full allocation breakdown + how this plays for $MU, $SNDK and the broader AI memory trade. Happy to share notes.
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Big corps just collected hundreds of millions in tariff refunds after the court struck them down.
Customers already paid higher prices for months.
Most of that money stays on corporate balance sheets, not in your wallet. Who really won here?
DM me if you want the full breakdown on the numbers + how this impacts everyday investors.
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$AMZN - Amazon just locked in a major win
In Q2 2026 the company secured roughly $640 million in IEEPA tariff refunds, according to the latest filing.
Big cash boost for the e-commerce giant — and they’re planning automatic reimbursements for eligible customers.
Want the full breakdown, impact on margins, or how this could move the stock?
DM me right now 📩
This is a WhatsApp group created specifically for stock market enthusiasts.
are welcome to join us here👉 api.whatsapp.com/send?phone=…
#AMZN #Tariffs #StockMarket
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$NVDA sitting at $194 after defending the critical $191 zone all week.Earnings still ~3.5 weeks away.
If this level continues to hold, a clean 9-12% push higher looks very possible before the report.
When NVDA rips, the whole market usually follows.
DM me “NVDA setup” and I’ll send you the exact levels + my personal playbook.
#StockMarket
#Stocks
#Investing
#Trading
#Finance
#FinTwit
#WallStreet
#Investor
#MarketUpdate / #MarketNews
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DON’T SLEEP ON THIS AI RESET
Midterm years historically bottom between August and October.
We’re stepping into that exact window right now.
Several high-beta AI & semiconductor names are sitting on major daily demand zones after the recent washout:
• $NVDA
• $AMD
• $AVGO
• $TSM
I’m watching for clear buyer defense at these levels.
If they hold, this could mark the start of the next powerful swing leg.
DM me “AI SETUP” and I’ll send you the exact levels + my real-time alerts.
We ride this one together.
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$MU just printed a clean, orderly ABC correction after that vertical run.This is still a high-quality business — margins and earnings power haven’t gone anywhere.
People keep forgetting that price action is never “different this time.”Not for $NVDA, not for anyone.
The next high-probability add zone is forming right now.
Those who refused to chase the top are about to get paid for their discipline.
DM me “MU LEVELS” and I’ll send you the exact zones + invalidation I’m watching.
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Tonight’s after-hours earnings slate is stacked 🔥
Microsoft $MSFT
Meta Platforms $META
ARM Holdings $ARM
Qualcomm $QCOM
Starbucks $SBUX
Chipotle $CMG
Robinhood $HOOD
Lam Research $LRCX
Carvana $CVNA
Fortinet $FTNT
Big tech + semis + consumer names all reporting after the close.
AI spend, cloud growth & consumer demand in the spotlight.Who are you most focused on?
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By framing the volatility as “the price of admission,” the post effectively balances short-term risk disclosure with long-term conviction, offering followers a clear window into one of the most closely watched AGI-themed portfolios in public markets.
Leopold Aschenbrenner’s Situational Awareness fund just took a ~$580 million hit in a single session.
Still massively in the green overall — most positions up 8-12x from entry, and the puts are working overtime:
• Bloom Energy $BE: -$195M (-13.8%)
• SanDisk $SNDK: -$172M (-10.4%)
• Nebius $NBIS: -$98M (-4.2%)
• Core Scientific $CORZ: -$51M (-8.7%)
• IREN $IREN: -$38M (-7.9%)The 1-3 year thesis he’s playing:
• AI inference will drive the biggest NAND storage boom in history
• On-site power generation becomes the default for hyperscale data centers
• Ex-Bitcoin miners turn into the core of next-gen AI cloud infrastructure Volatility is the price of admission.
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Michael Burry claims $NVDA’s surging five-year CDS signal “overreaching” via circular AI financing that invents demand.
That’s the wrong diagnosis.
Nvidia is still deeply supply-constrained — wafer capacity and packaging are the real bottlenecks. Vendor financing simply speeds up delivery to hyperscalers who already have multi-year backlogs. Real orders. Constrained silicon. Not a circular loop.
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S&P 500 full-day performance map — every single stock, color-coded and grouped by sector. The dispersion tells the real story.
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Leopold Aschenbrenner’s Situational Awareness fund just took a ~$580 million hit in a single session.
Still massively in the green overall — most positions up 8-12x from entry, and the puts are working overtime:
• Bloom Energy $BE: -$195M (-13.8%)
• SanDisk $SNDK: -$172M (-10.4%)
• Nebius $NBIS: -$98M (-4.2%)
• Core Scientific $CORZ: -$51M (-8.7%)
• IREN $IREN: -$38M (-7.9%)The 1-3 year thesis he’s playing:
• AI inference will drive the biggest NAND storage boom in history
• On-site power generation becomes the default for hyperscale data centers
• Ex-Bitcoin miners turn into the core of next-gen AI cloud infrastructure Volatility is the price of admission.
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$SNDK just got cut in half over the past 30 days 😱
Memory stocks are getting absolutely wrecked right now.
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The world says conviction is costly.
Sometimes it is.
But compromise has a cost too.
In my latest Forbes piece, I unpack the financial upside of holding to your convictions, and why staying faithful to what you believe can open doors that compromise never could.
forbes.com/sites/truetamplin…
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Jessica retweeted
Don’t let internet tech terms confuse you. @101domain breaksdown the key terms every working professional should know: bit.ly/2ZmwmYD
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Thanks for letting me speak! @biolau
Keynote Speaker True Tamplin Shares with Business Class biola.edu/blogs/business-min…
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Jessica retweeted
A phenomenal interview on @Savvy_Radio with @KTVocalAcademy & @truetamplin about Ken's story of passing on being the lead singer of @JourneyOfficial & raising his son, author of 'Raising an Executive' VIDEO piped.video/watch?v=CSsvhjtN… #parenting #parentingtips #FamilyIsForever
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My amazon author URL -- amazon.com/author/truetampli… @amazon enjoy!
Hi @FeliciaRicci ,
True here - Ken Tamplin's son. Ken would love to have a 30 minute Skype conversation with you -- you won't be disappointed.
Let me know if I can arrange it.
Thanks,
-True