- Tweets 4,011
- Following 300
- Followers 212
- Likes 5,440
How does that chime with the middle classes being wiped out? Are you saying that the half of the households that own so much wealth don’t include the middle class?
1
13
That’s wealth polarisation, not the middle class being wiped out. The middle classes in the US are much better off than the middle class in the U.K. in both absolute and relative terms.
1
13
I don't know why you're still talking about it. SK Hynix has closer primary relationships with TSMC and NVDA. They make 2-3x more HBM and that's it. Please continue your discussion with Google
2
1
67
So what? You keep pumping Micron as if it's somehow ahead of SK Hynix, when this is basically untrue. SK Hynix is a strategic development partner, Micron is a supplier. The SKH volume is about 3x the Micron volume. How about doing some equity research?
1
81
The problem with @zerohedge is that it has moved from insightful economic commentary to hyperbolic clickbait.....
1
1
28
Since the July 30th low for these stocks Sandisk has done better, whether it continues to do that remains to be seen. The share buybacks from December on though could be a game changer.
1
52
4 Billion terabytes by 2029........ Gulp........ When I started working in computing in the 80s......
The Evolution of a Terabyte of Data: 1956 – 2014 [INFOGRAPHIC] – 7dayshop Blog
1
164
FUD is holding back tech stocks in general and memory stocks in particular we need to pass the late June highs to kill the nonsensical bubble narrative and really accelerate. I also like the ETF run by @JohnTinsmanAOT.
8
I agree with most of this statement and the talk of slowing down without stating that the build out and usage ramp is accelerating, was an act of collective narcissistic market manipulation.
25
Thank you... So of the Top 10 Companies by consensus net income in 2028, the three that are cheapest in terms of forward P/E are all memory suppliers with a projected forward P/E under 10.
1
10
Gold's been a store of value >6000 years & BTC's been around 16. In the last year Gold is +86% & BTC is -20%. It is far less volatile which makes it a better store of value. BTC is Schrodinger's asset, when you need it, it might be up 8x or down to 1/8th. Both are viable.
3
2
149
Have you really just accused @jpmorgan of illegal naked shorting? I imagine their legal team will be very excited to see your evidence for this.
1
39
So what? Year to date it’s down 7%. Share price performance 3 years ago was a good reason to buy 3 years ago. It’s not a good reason to buy or hold now.
1
88
Nope, it's just worth calling out bullshitters. You are a bullshitter because you were bullshitting about Institutional FOMO when it is actually ETF structure. Blocking you now as your posts are basically either a) bullshitting for clicks or b) massively ignorant.
1
6
As you have now revealed that you are only bullshitting for clicks, I think it's safe to block you as you add nothing intellectual to the conversation about bitcoin
15
Strategy is down 2.7% now whilst Bitcoin is only down 1.18% I'd love you to be right, as I have a lot of it.
1
19
