I repeat: Value is shifting from DRAM to OPTICS.

SK HYNIX (000660.ks) is even cheaper than I thought... their 100% owned subsidiary Solidigm might be coming public soon at $150B+ valuation SK HYNIX currently has ~$50B of cash and will generate at least $220B+ of net income over the next 4 quarters and $350B+ of net income over the next 6 quarters (through end of CY2027). If you take the $150B+ from Solidigm off their current $1 trillion market cap... and include the cash they have now plus the cash they're going to generate over the next 6 quarters (though end of CY2027)... then SK Hynix is trading at less than 2x 2027 net income (perhaps under 1.7x CY2027 net income) -- wild times in memory land :) $SKHY On top of that, SK SQUARE (top 5 position for us)... owns 20% of all SK HYNIX shares and trades at 40-45% discount to NAV... which means you're buying SK SQUARE (402340.ks) at less than 1.5x 2027 net income (perhaps closer to 1.0x CY2027 net income) Feel free to check my math... I'm exhausted right now and my brain might be playing tricks on me.

$MU $SKHY $DRAM Holy Shit. According to Daishin Securities, some customers are asking for 10-year LTAs to Samsung. Also, Samsung's LTAs terms are extended by another year, every year so it always has 5 years of demand on the books. This is Huge! Source: Chosun (Major Outlet)

"Friends returning from Asia tell me memory sold out till 2031" 😮 $MU $DRAM $DISK $EWY $SKHY

Funny, today's announcement has benefited $STRD $STRK $STRF more then $STRC. My myself and I all prefer a FIXED high rate in this ugly Bit Print macro env. @LawrenceLepard @AdamBLiv @JoshMandell6 @ZynxBTC

$STRC and $SATA are among the two most liquid preferred equities issued to date. 18-month distribution reserves. Tax-advantaged distributions. Governance protections. Digital credit sits between traditional fixed income and common equity. DCAP is built to own it. For more information, including risks and to view a prospectus, visit digitalcreditetfs.com Distributed by: PINE Distributors LLC

🎡 The wheel strategy can create income. But when you turn the wheel on leveraged ETFs, the premium, the opportunity ~ and the risk ~ we be amplified. 📢 Introducing The 2X Octane Wheelhouse w/ TSLAGroupie ⚡️📈 💙TSLAGroupie @TslaGroupie specializes in selling options and running wheel strategies on leveraged ETFs. She helps newer traders understand options without making the process feel like another language. She’ll break down the trades, the decisions, the adjustments, and the lessons behind the results. ⁉️Why this setup? ⁉️How are the strikes selected? ⁉️What happens when the trade moves against you? ⁉️When do you hold, roll, close, or accept assignment? What is premium income ~ and what risk is hiding underneath it? We'll discuss real trade discussions, plain-English education, and a closer look at what it takes to run the wheel when the market gets moving. Join TSLAGroupie and Gold Digger Media for The 2X Octane Wheelhouse. Pull up. Bring your questions. Let’s get to the good stuff. ⚡️ Gold Digger Media on ~ 📲X - @RetireonDividen & 📺YouTube - piped.video/@RetireonDividen… Rise up and lets "get to the good stuff!" Educational and entertainment purposes only. Not financial advice. Options and leveraged ETFs involve substantial risk.

Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand.